WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+7
Holders Change %
+2.14%
% of All Funds
9.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
47
Increased
122
Reduced
118
Closed
38
Calls
$2.99M
Puts
$5.03M
Net Calls
-$2.03M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
WIL
301
Winifred I. Li
$164K -$626 -10 -0.4%
CCM
302
Copeland Capital Management
Pennsylvania
$155K +$8.08K +129 +6%
OC
303
Oakworth Capital
Alabama
$139K +$13.3K +213 +11%
LWM
304
LBA Wealth Management
Florida
$100K +$9.4K +150 +10%
DSC
305
Duncker Streett & Co
Missouri
$91K +$91K +1,450 New
PAI
306
Pittenger & Anderson Inc
Nebraska
$85K +$85K +1,356 New
AIM
307
Acuity Investment Management
Ontario, Canada
$77K +$77K +1,226 New
VAM
308
Visionary Asset Management
Texas
$61K +$61K +974 New
FNBT
309
FineMark National Bank & Trust
Florida
$60K
Creative Planning
310
Creative Planning
Kansas
$54K -$12.5K -200 -19%
FHA
311
First Horizon Advisors
Tennessee
$44K +$3.71K +64 +9%
BRWA
312
B. Riley Wealth Advisors
Florida
$40.2K -$121K -1,928 -75%
CCMH
313
Cornerstone Capital Management Holdings
New York
$31K +$31K +521 New
BJ
314
BlackRock Japan
Japan
$30K -$2.81M -45,410 -99%
RNS
315
Robert N. Shapiro
$28K +$28K +450 New
PCM
316
Prelude Capital Management
New York
$27K -$179K -2,825 -87%
Bessemer Group
317
Bessemer Group
New Jersey
$22K
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$19K +$3.21K +52 +20%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$17K -$5.46K -88 -24%
GAM
320
Gemmer Asset Management
California
$16K
WTB
321
Washington Trust Bank
Washington
$15K
MI
322
Markston International
New York
$8K
PMFA
323
Plante Moran Financial Advisors
Michigan
$7K
WCBA
324
Weaver C. Barksdale & Associates
Tennessee
$6K +$1.18K +20 +24%
PIA
325
Piedmont Investment Advisors
North Carolina
$4.32K +$2.69K +43 +165%