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 $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
DTL
251
Dynamic Technology Lab
Singapore
– – -50,157 Closed
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
– – -45,935 Closed
Asset Management One
253
Asset Management One
Japan
– – -27,709 Closed
VRS
254
Virginia Retirement Systems
Virginia
– – -25,100 Closed
LG
255
Leuthold Group
Minnesota
– – -24,516 Closed
Verition Fund Management
256
Verition Fund Management
Connecticut
– – -21,269 Closed
SCC
257
Spring Creek Capital
Kansas
– – -19,575 Closed
GCM
258
Gator Capital Management
Florida
– – -18,000 Closed
SG Americas Securities
259
SG Americas Securities
New York
– – -14,741 Closed
Tudor Investment Corp
260
Tudor Investment Corp
Connecticut
– – -14,519 Closed
FRM
261
Fox Run Management
Connecticut
– – -12,417 Closed
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
– – -11,407 Closed
LCM
263
Laurion Capital Management
New York
– – -10,643 Closed
CIM
264
Contravisory Investment Management
Massachusetts
– – -6,855 Closed
B
265
Bridgeworth
Alabama
– – -3,691 Closed
AAM
266
Advisors Asset Management
Colorado
– – -2,253 Closed
Envestnet Asset Management
267
Envestnet Asset Management
Illinois
– – -467 Closed
PCM
268
Poehling Capital Management
Wisconsin
– – -400 Closed
SIC
269
Salem Investment Counselors
North Carolina
– – -174 Closed
CG
270
Cutler Group
California
– – -100 Closed
RWP
271
RWA Wealth Partners
Massachusetts
– – -88 Closed
Wolverine Trading
272
Wolverine Trading
Illinois
– – – –
GWS
273
Glassman Wealth Services
Virginia
$0 14 – –
CFGS
274
Concourse Financial Group Securities
Alabama
– – – –
7 8 9 10
11