We are live on ! Find out more
WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

Back to rankings

287 hedge funds and large institutions have $3.09B invested in Waddell & Reed Financial, Inc. in 2013 Q2 according to their latest regulatory filings, with 287 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.52M

Holders
287
Holders Change
+287
Holders Change %
–
% of All Funds
9.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
287
Increased
–
Reduced
–
Closed
–
Calls
$2.4M
Puts
$1.52M
Net Calls
+$876K
Net Calls Change
+$876K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
276
First Horizon Advisors
Tennessee
$14K +$14.5K +330 New
SMA
277
Simply Money Advisors
Ohio
$9K +$8.99K +204 New
PFPT
278
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K +$7.05K +160 New
WCBA
279
Weaver C. Barksdale & Associates
Tennessee
$5K +$4.76K +108 New
PMFA
280
Plante Moran Financial Advisors
Michigan
$5K +$4.98K +113 New
MI
281
Markston International
New York
$5K +$5.46K +124 New
SNT
282
Security National Trust
West Virginia
$3K +$2.64K +60 New
BTS
283
BB&T Securities
Virginia
$2.25K +$228K +5,185 New
PTC
284
Private Trust Company
Ohio
$2K +$2.12K +48 New
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$793 +18 New
TWA
286
TCI Wealth Advisors
Arizona
$1K +$1.28K +29 New
PG
287
PEAK6 Group
Illinois
$324 +$328K +7,449 New
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$271 +$275K +6,240 New
8 9 10 11
12

WDR Hedge Fund Activity: Q2 2013 in Review

287 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Waddell & Reed Financial, Inc. (WDR) for Q2 2013, worth a combined $3.09B.

Buyers outnumbered sellers: 287 funds opened new WDR positions and 0 closed out — a net gain of 287 holders — while 0 added to existing stakes and 0 trimmed.

  • 287 institutional investors held Waddell & Reed Financial, Inc. (WDR) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $3.09B of Waddell & Reed Financial, Inc. stock for Q2 2013.
  • 287 funds opened new Waddell & Reed Financial, Inc. positions in Q2 2013 and 0 closed out, a net change of +287 holders.

Based on aggregated 13F filings for Q2 2013.