WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

WDR was delisted on the 30th of April, 2021.

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245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
6.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
106
Reduced
72
Closed
45
Calls
$1.49M
Puts
$3.79M
Net Calls
-$2.3M
Net Calls Change
-$1.1M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$26.8M
3
Invesco
3
Invesco
Georgia
$47.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.1M
5
State Street
5
State Street
Massachusetts
$49.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.5M
2
HCM
2
Herndon Capital Management
Georgia
$1K
3
EIP
3
Epoch Investment Partners
New York
$0
4
AL
4
AJO LP
Pennsylvania
$705K
5
HCM
5
Hodges Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
251
State of Wisconsin Investment Board
Wisconsin
– -$1.38M -58,551 Closed
TU
252
TDAM USA
Ontario, Canada
– -$1.23M -52,377 Closed
AFA
253
Abacus FCF Advisors
Florida
– -$1.14M -48,607 Closed
DCM
254
Dupont Capital Management
Delaware
– -$1.06M -45,000 Closed
TG
255
TLP Group
Illinois
– -$621K -26,400 Closed
CCM
256
Cadence Capital Management
Massachusetts
– -$558K -23,716 Closed
LPL Financial
257
LPL Financial
California
– -$441K -19,614 Closed
IA
258
Icon Advisers
Colorado
– -$452K -19,200 Closed
CB
259
Commerce Bank
Missouri
– -$448K -19,064 Closed
IC
260
IKOS CIF
Cyprus
– -$406K -17,392 Closed
RJFSA
261
Raymond James Financial Services Advisors
Florida
– -$400K -16,996 Closed
URS
262
Utah Retirement Systems
Utah
– -$354K -15,047 Closed
FRM
263
Fox Run Management
Connecticut
– -$346K -14,700 Closed
QT
264
Quantbot Technologies
New York
– -$319K -13,583 Closed
Rafferty Asset Management
265
Rafferty Asset Management
New York
– -$262K -11,128 Closed
PL
266
Parkwood LLC
Ohio
– -$254K -10,796 Closed
HSBC Holdings
267
HSBC Holdings
United Kingdom
– -$253K -10,735 Closed
AB
268
Amalgamated Bank
New York
– -$243K -10,335 Closed
Capital Fund Management (CFM)
269
Capital Fund Management (CFM)
France
– -$238K -10,100 Closed
Balyasny Asset Management
270
Balyasny Asset Management
Illinois
– -$217K -9,200 Closed
Squarepoint
271
Squarepoint
New York
– -$206K -8,771 Closed
JIM
272
Jupiter Investment Management
United Kingdom
– -$60K -2,587 Closed
FCCM
273
First City Capital Management
Georgia
– -$28.8K -1,222 Closed
FHA
274
First Horizon Advisors
Tennessee
– -$22K -1,005 Closed
PHK
275
Point72 Hong Kong
Hong Kong
– -$19K -800 Closed
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