WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
251
Suntrust Banks
Georgia
– – -66,904 Closed
Truist Financial
252
Truist Financial
North Carolina
– – -59,447 Closed
USAA
253
United Services Automobile Association
Texas
– – -41,390 Closed
HCM
254
Highbridge Capital Management
New York
– – -38,655 Closed
AL
255
AJO LP
Pennsylvania
– – -36,164 Closed
DIA
256
Dean Investment Associates
Ohio
– – -35,938 Closed
KJHP
257
K.J. Harrison & Partners
Ontario, Canada
– – -27,000 Closed
NB
258
Norinchukin Bank
Japan
– – -24,100 Closed
TI
259
Trexquant Investment
Connecticut
– – -23,163 Closed
QT
260
Quantbot Technologies
New York
– – -20,331 Closed
ACM
261
Argentus Capital Management
Texas
– – -19,502 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
262
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– – -14,700 Closed
ZDA
263
Zweig-DiMenna Associates
New York
– – -13,200 Closed
QI
264
QS Investors
New York
– – -12,377 Closed
PG
265
PEAK6 Group
Illinois
– – -11,913 Closed
Credit Agricole
266
Credit Agricole
France
– – -8,548 Closed
WG
267
Welch Group
Alabama
– – -7,145 Closed
NIT
268
NumerixS Investment Technologies
British Columbia, Canada
– – -6,800 Closed
Walleye Trading
269
Walleye Trading
New York
– – -3,272 Closed
WAM
270
Wealthspire Advisors (Maryland)
Maryland
– – -2,798 Closed
Loomis, Sayles & Company
271
Loomis, Sayles & Company
Massachusetts
– – -337 Closed
S
272
SignatureFD
Georgia
– – -317 Closed
JFA
273
JNBA Financial Advisors
Minnesota
– – -317 Closed
MI
274
Markston International
New York
– – -124 Closed
BFEC
275
Benjamin F. Edwards & Company
Missouri
– – -103 Closed
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