WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$284M
2
LCOV
2
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
4
Hamlin Capital Management
New York
$47.7M
5
RA
5
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
BIT
2
BlackRock Institutional Trust
California
$120M
3
Millennium Management
3
Millennium Management
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
301
Perkins Investment Management
Illinois
– -$12.2M -244,800 Closed
FAAM
302
First Allied Asset Management
California
– -$7.88M -157,741 Closed
BIM
303
Bogle Investment Management
Massachusetts
– -$7.43M -149,207 Closed
ESCM
304
Echo Street Capital Management
New York
– -$5.16M -103,476 Closed
LOAME
305
Lombard Odier Asset Management (Europe)
United Kingdom
– -$3.57M -71,288 Closed
ERSOT
306
Employees Retirement System of Texas
Texas
– -$3.34M -67,000 Closed
AL
307
Airain Ltd
Guernsey
– -$2.52M -50,473 Closed
CCM
308
Channing Capital Management
Illinois
– -$2.39M -47,937 Closed
DCM
309
Dupont Capital Management
Delaware
– -$2.27M -45,508 Closed
D.E. Shaw & Co
310
D.E. Shaw & Co
New York
– -$1.62M -32,419 Closed
State of Tennessee, Department of Treasury
311
State of Tennessee, Department of Treasury
Tennessee
– -$1.43M -28,700 Closed
NC
312
Nicholas Company
Wisconsin
– -$1.26M -25,220 Closed
Tudor Investment Corp
313
Tudor Investment Corp
Connecticut
– -$1.21M -24,181 Closed
CC
314
Cipher Capital
New York
– -$1.14M -22,946 Closed
CEP
315
Chicago Equity Partners
Illinois
– -$1.14M -22,880 Closed
JHIU
316
Janus Henderson Investors US
Colorado
– -$1.08M -21,600 Closed
IP
317
Interval Partners
New York
– -$795K -15,949 Closed
MCM
318
Maltese Capital Management
New York
– -$747K -15,000 Closed
SCA
319
Secor Capital Advisors
New York
– -$554K -11,114 Closed
LPL Financial
320
LPL Financial
California
– -$469K -9,415 Closed
WG
321
Winton Group
United Kingdom
– -$445K -8,925 Closed
Jennison Associates
322
Jennison Associates
New York
– -$428K -8,588 Closed
DCM
323
Dynamic Capital Management
Jersey
– -$393K -7,898 Closed
CL
324
CIM LLC
New York
– -$384K -7,705 Closed
OI
325
Oakbrook Investments
Illinois
– -$374K -7,500 Closed
11 12
13
14 15