WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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307 hedge funds and large institutions have $3.68B invested in Waddell & Reed Financial, Inc. in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 134 reducing their positions, and 53 closing their positions.

Holders
307
Holders Change
-27
Holders Change %
-8.08%
% of All Funds
8.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
29
Increased
104
Reduced
134
Closed
53
Calls
$11.9M
Puts
$3.27M
Net Calls
+$8.64M
Net Calls Change
+$10.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$326M
2
Citadel Advisors
2
Citadel Advisors
Florida
$109M
3
Invesco
3
Invesco
Georgia
$40M
4
BIT
4
BlackRock Institutional Trust
California
$154M
5
American Century Companies
5
American Century Companies
Missouri
$42M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$24.7M
2
AL
2
AJO LP
Pennsylvania
$86M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$24.3M
4
Norges Bank
4
Norges Bank
Norway
$44.1M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GSC
301
Ground Swell Capital
South Carolina
$3K 60 +60 New
TCOV
302
Trust Company of Vermont
Vermont
$3K 65 +65 New
EFSCE
303
Enterprise Financial Services Corp (EFSC)
Missouri
$2K 35 – –
PIA
304
Piedmont Investment Advisors
North Carolina
$1.45K 28 -41 -59%
FCCM
305
First City Capital Management
Georgia
$1.14K 22 – –
TWA
306
TCI Wealth Advisors
Arizona
$1K 29 – –
Lord, Abbett & Co
307
Lord, Abbett & Co
New Jersey
– – -529,921 Closed
KAM
308
Keeley Asset Management
Illinois
– – -249,330 Closed
AI
309
Analytic Investors
California
– – -211,249 Closed
BA
310
Boston Advisors
Massachusetts
– – -160,234 Closed
AII
311
AGF Investments Inc
Ontario, Canada
– – -131,355 Closed
OAM
312
Origin Asset Management
United Kingdom
– – -115,920 Closed
O
313
OppenheimerFunds
New York
– – -98,850 Closed
JAM
314
Jupiter Asset Management
United Kingdom
– – -90,382 Closed
AIMCA
315
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -72,450 Closed
MAM
316
Martingale Asset Management
Massachusetts
– – -68,382 Closed
ARC
317
Absolute Return Capital
Massachusetts
– – -67,884 Closed
PWS
318
Peloton Wealth Strategists
Indiana
– – -64,400 Closed
GIM
319
Goelzer Investment Management
Indiana
– – -57,437 Closed
CIP
320
Convergence Investment Partners
Florida
– – -50,746 Closed
IGIM
321
I.G. Investment Management
Manitoba, Canada
– – -46,212 Closed
BCMU
322
BlueCrest Capital Management (UK)
Guernsey
– – -30,000 Closed
SCM
323
Sterling Capital Management
North Carolina
– – -22,955 Closed
HSBC Holdings
324
HSBC Holdings
United Kingdom
– – -19,273 Closed
GCP
325
GSA Capital Partners
United Kingdom
– – -18,225 Closed
11 12
13
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