WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

231 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
30
Increased
72
Reduced
83
Closed
40
Calls
$1.41M
Puts
$17.6M
Net Calls
-$16.2M
Net Calls Change
-$5.42M
Name Market Value Shares Shares
Change
Shares
Change %
IA
251
IFG Advisory
Georgia
-11,336 Closed
BFM
252
Boothbay Fund Management
New York
-10,473 Closed
CIP
253
Convergence Investment Partners
Florida
-10,160 Closed
MWNA
254
Marshall Wace North America
New York
-1,500 Closed
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
-1,451 Closed
Loomis, Sayles & Company
256
Loomis, Sayles & Company
Massachusetts
-1,449 Closed
OWD
257
Osborn Williams & Donohoe
Ohio
-1,100 Closed
MA
258
MUFG Americas
New York
-789 Closed
CG
259
Cutler Group
California
-600 Closed
APA
260
American Portfolios Advisors
New York
-585 Closed
VanEck Associates
261
VanEck Associates
New York
-326 Closed
MNBTD
262
Moody National Bank Trust Division
Texas
-311 Closed
WAM
263
Wealthspire Advisors (Maryland)
Maryland
-221 Closed
JCM
264
Julex Capital Management
Massachusetts
-133 Closed
S
265
SignatureFD
Georgia
-105 Closed
HNB
266
Huntington National Bank
Ohio
-104 Closed
CFGS
267
Concourse Financial Group Securities
Alabama
-100 Closed
Group One Trading
268
Group One Trading
Illinois
-100 Closed
CAM
269
Cresset Asset Management
Illinois
-45 Closed
WEC
270
Winslow Evans & Crocker
Massachusetts
-26 Closed
FGAM
271
Financial Gravity Asset Management
Texas
-17 Closed
SCM
272
Sandler Capital Management
New York
Wolverine Trading
273
Wolverine Trading
Illinois
Simplex Trading
274
Simplex Trading
Illinois