WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
251
TD Asset Management
Ontario, Canada
– – -74,220 Closed
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
– – -53,297 Closed
Walleye Trading
253
Walleye Trading
New York
– – -40,229 Closed
AIA
254
Allegis Investment Advisors
Idaho
– – -20,293 Closed
QSS
255
Quantitative Systematic Strategies
Florida
– – -12,497 Closed
Cerity Partners
256
Cerity Partners
New York
– – -10,867 Closed
MA
257
MANA Advisors
New York
– – -10,658 Closed
BIM
258
Bridgecreek Investment Management
Oklahoma
– – -10,000 Closed
II
259
Inspire Investing
Idaho
– – -2,618 Closed
IWM
260
IHT Wealth Management
Illinois
– – -1,541 Closed
NIT
261
NumerixS Investment Technologies
British Columbia, Canada
– – -600 Closed
Loomis, Sayles & Company
262
Loomis, Sayles & Company
Massachusetts
– – -372 Closed
PHK
263
Point72 Hong Kong
Hong Kong
– – -121 Closed
TRCT
264
Tower Research Capital (TRC)
New York
– – -100 Closed
STA
265
Summit Trail Advisors
New York
– – -80 Closed
PCG
266
Private Capital Group
Connecticut
– – -67 Closed
GWS
267
Glassman Wealth Services
Virginia
$0 14 – –
FGC
268
Financial Gravity Companies
Texas
$0 26 – –
Wolverine Trading
269
Wolverine Trading
Illinois
– – – –
FGAM
270
Financial Gravity Asset Management
Texas
$0 26 +26 New
7 8 9 10
11