WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
123
Reduced
126
Closed
35
Calls
$3.78M
Puts
$13.1M
Net Calls
-$9.28M
Net Calls Change
-$5.78M
Name Market Value Shares Shares
Change
Shares
Change %
AP
301
Advisors Preferred
Maryland
$109K 1,474 +808 +121%
LWM
302
LBA Wealth Management
Florida
$106K 1,445 +1,445 New
Creative Planning
303
Creative Planning
Kansas
$78K 1,062 -337 -24%
FNBT
304
FineMark National Bank & Trust
Florida
$70K 962 +184 +24%
FHA
305
First Horizon Advisors
Tennessee
$50K 696 +8 +1%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$27K 362 +88 +32%
Bessemer Group
307
Bessemer Group
New Jersey
$26K 355
TRCT
308
Tower Research Capital (TRC)
New York
$24K 329 -3,051 -90%
HMS
309
Hanseatic Management Services
New Mexico
$20.8K 1,528 -18,506 -92%
FMII
310
Farmers & Merchants Investments Inc
Nebraska
$19K 256 -26 -9%
GAM
311
Gemmer Asset Management
California
$19K 259 +259 New
WTB
312
Washington Trust Bank
Washington
$18K 240 +240 New
Manulife (Manufacturers Life Insurance)
313
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.15K 124,336 -1,719 -1%
MI
314
Markston International
New York
$9K 124
PMFA
315
Plante Moran Financial Advisors
Michigan
$8K 113
WCBA
316
Weaver C. Barksdale & Associates
Tennessee
$6K 82 -14 -15%
LNB
317
Ledyard National Bank
$5K 66
AWM
318
Avior Wealth Management
Nebraska
$5K 64 +64 New
SNT
319
Security National Trust
West Virginia
$4K 60
M&T Bank
320
M&T Bank
New York
$4K 53 +53 New
PTC
321
Private Trust Company
Ohio
$2K 32
TWA
322
TCI Wealth Advisors
Arizona
$2K 29
EFSCE
323
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 35
NCM
324
Nelson Capital Management
California
$2K 25 +25 New
PIA
325
Piedmont Investment Advisors
North Carolina
$1.91K 26