WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$206M
2
Invesco
2
Invesco
Georgia
$38.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$22.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$177M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$109M
3
Victory Capital Management
3
Victory Capital Management
Texas
$225K
4
RA
4
Royce & Associates
New York
$791K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BKBG
276
BHF Kleinwort Benson Group
Belgium
– – -23,999 Closed
M&T Bank
277
M&T Bank
New York
– – -23,458 Closed
DGHMC
278
Dalton, Greiner, Hartman, Maher & Co
New York
– – -21,670 Closed
BG
279
Bahl & Gaynor
Ohio
– – -20,724 Closed
IRF
280
IBM Retirement Fund
New York
– – -19,840 Closed
GCP
281
GSA Capital Partners
United Kingdom
– – -19,469 Closed
EMG
282
Ellington Management Group
Connecticut
– – -19,000 Closed
Susquehanna International Group
283
Susquehanna International Group
Pennsylvania
– – -18,503 Closed
Walleye Trading
284
Walleye Trading
New York
– – -18,034 Closed
FHC
285
First Houston Capital
Texas
– – -17,400 Closed
LA
286
Lucus Advisors
New York
– – -13,266 Closed
OC
287
Oppenheimer & Co
New York
– – -13,050 Closed
DekaBank Deutsche Girozentrale
288
DekaBank Deutsche Girozentrale
Germany
– – -12,650 Closed
ST
289
Smithfield Trust
Pennsylvania
– – -11,256 Closed
QSS
290
Quantitative Systematic Strategies
Florida
– – -10,925 Closed
AIM
291
Assured Investment Management
New York
– – -10,607 Closed
Jacobs Levy Equity Management
292
Jacobs Levy Equity Management
New Jersey
– – -10,240 Closed
SCA
293
Secor Capital Advisors
New York
– – -9,703 Closed
OI
294
Oakbrook Investments
Illinois
– – -8,300 Closed
SCM
295
Shelton Capital Management
Colorado
– – -8,010 Closed
GAM
296
Guinness Asset Management
United Kingdom
– – -7,840 Closed
GCA
297
Gideon Capital Advisors
New York
– – -7,776 Closed
CC
298
Curian Capital
Colorado
– – -7,013 Closed
RCAG
299
Rehmann Capital Advisory Group
Michigan
– – -7,010 Closed
GC
300
Globeflex Capital
California
– – -6,801 Closed
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