WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M

Top Buyers

1
BlackRock
1
BlackRock
New York
$210M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$8.92M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.3M
4
Norges Bank
4
Norges Bank
Norway
$20.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$14.2M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$2.51M
2
CEP
2
Chicago Equity Partners
Illinois
$219K
3
PP
3
Paloma Partners
Connecticut
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.12M
5
Man Group
5
Man Group
United Kingdom
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
RT
251
Rockland Trust
Massachusetts
– – -39,385 Closed
Macquarie Group
252
Macquarie Group
Australia
– – -38,300 Closed
RCM
253
Radnor Capital Management
Pennsylvania
– – -35,900 Closed
CPO
254
Cerity Partners OCIO
New York
– – -30,584 Closed
PG
255
PEAK6 Group
Illinois
– – -27,551 Closed
AIA
256
Arrow Investment Advisors
Maryland
– – -25,888 Closed
Los Angeles Capital Management
257
Los Angeles Capital Management
California
– – -21,745 Closed
KI
258
Koch Industries
Kansas
– – -21,593 Closed
ARTA
259
A.R.T. Advisors
New York
– – -20,800 Closed
GCP
260
GSA Capital Partners
United Kingdom
– – -15,842 Closed
ECM
261
Element Capital Management
New York
– – -14,369 Closed
GIA
262
Gargoyle Investment Advisor
New Jersey
– – -13,938 Closed
Wellington Management Group
263
Wellington Management Group
Massachusetts
– – -13,306 Closed
TC
264
Trilogy Capital
California
– – -11,190 Closed
SWP
265
Stratos Wealth Partners
Ohio
– – -8,816 Closed
Group One Trading
266
Group One Trading
Illinois
– – -2,212 Closed
CPP
267
Crow Point Partners
Massachusetts
– – -1,464 Closed
AWA
268
Acorn Wealth Advisors
Michigan
– – -222 Closed
GWS
269
Glassman Wealth Services
Virginia
$0 14 – –
PCP
270
Proficio Capital Partners
Massachusetts
$0 27 – –
Wolverine Trading
271
Wolverine Trading
Illinois
– – – –
TRCT
272
Tower Research Capital (TRC)
New York
$0 16 +16 New
7 8 9 10
11