WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
276
Oakworth Capital
Alabama
$111K
DVM
277
Dreman Value Management
Florida
$93K +$93K +1,865 New
VFA
278
Virtus Fund Advisers
Connecticut
$90K
Northwestern Mutual Wealth Management
279
Northwestern Mutual Wealth Management
Wisconsin
$90K +$59.9K +1,199 +199%
LWM
280
LBA Wealth Management
Florida
$79K
PAI
281
Pittenger & Anderson Inc
Nebraska
$68K
FNBT
282
FineMark National Bank & Trust
Florida
$63K +$25K +500 +66%
WIL
283
Winifred I. Li
$60K
TC
284
TradeLink Capital
Illinois
$60K +$60K +1,200 New
FHA
285
First Horizon Advisors
Tennessee
$37K
AW
286
Alpha Windward
Massachusetts
$33K -$418K -8,279 -93%
WAM
287
Wolverine Asset Management
Illinois
$31K +$31K +640 New
RNS
288
Robert N. Shapiro
$21K
PI
289
PineBridge Investments
New York
$21K +$21K +419 New
HNB
290
Huntington National Bank
Ohio
$19K -$2.26M -44,439 -99%
Loomis, Sayles & Company
291
Loomis, Sayles & Company
Massachusetts
$19K +$19K +372 New
NYLT
292
New York Life Trust
New York
$18K +$18K +360 New
ASN
293
Advisory Services Network
Georgia
$18K +$18K +440 New
FMII
294
Farmers & Merchants Investments Inc
Nebraska
$13K -$969 -19 -7%
WA
295
Waverly Advisors
Alabama
$13K +$13K +260 New
Bessemer Group
296
Bessemer Group
New Jersey
$11K -$6.43K -131 -37%
GAM
297
Gemmer Asset Management
California
$11K -$1.57K -31 -13%
S
298
SignatureFD
Georgia
$10K -$13.3K -257 -57%
WCBA
299
Weaver C. Barksdale & Associates
Tennessee
$7K +$1.05K +22 +18%
PMFA
300
Plante Moran Financial Advisors
Michigan
$6K