WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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285 hedge funds and large institutions have $2.04B invested in Waddell & Reed Financial, Inc. in 2015 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 116 increasing their positions, 82 reducing their positions, and 40 closing their positions.

Holders
285
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
42
Increased
116
Reduced
82
Closed
40
Calls
$4.78M
Puts
$8.14M
Net Calls
-$3.36M
Net Calls Change
-$5.37M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$39.7M
2
HCM
2
Herndon Capital Management
Georgia
$115M
3
EIP
3
Epoch Investment Partners
New York
$33.3M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.3M
5
Prudential Financial
5
Prudential Financial
New Jersey
$24.3M

Top Sellers

1
HCM
1
Hamlin Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$215M
3
RA
3
Royce & Associates
New York
$24.6M
4
TAM
4
Tiverton Asset Management
Delaware
$3.45M
5
American Century Companies
5
American Century Companies
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
1SB
301
1ST Source Bank
Indiana
– – -12,332 Closed
AI
302
ArchPoint Investors
Florida
– – -10,965 Closed
VFS
303
VSR Financial Services
Kansas
– – -10,000 Closed
BA
304
Bridgewater Associates
Connecticut
– – -8,939 Closed
QT
305
Quantbot Technologies
New York
– – -8,120 Closed
VIA
306
Vident Investment Advisory
Georgia
– – -8,035 Closed
CAM
307
Capstone Asset Management
Texas
– – -7,258 Closed
CCIA
308
Campbell & Co Investment Adviser
Maryland
– – -6,913 Closed
BMO
309
Beck Mack & Oliver
New York
– – -6,511 Closed
CIBC World Market
310
CIBC World Market
Ontario, Canada
– – -5,969 Closed
BC
311
Burney Company
Virginia
– – -5,964 Closed
HKIM
312
Hayek Kallen Investment Management
Alabama
– – -5,786 Closed
MGIA
313
Moneta Group Investment Advisors
Missouri
– – -3,942 Closed
FMT
314
First Mercantile Trust
Tennessee
– – -2,523 Closed
PAM
315
Paradigm Asset Management
New York
– – -1,400 Closed
TRCT
316
Tower Research Capital (TRC)
New York
– – -1,021 Closed
W
317
Wealthfront
California
– – -302 Closed
WA
318
Waverly Advisors
Alabama
– – -260 Closed
BGIM
319
Brandywine Global Investment Management
Pennsylvania
– – -249 Closed
OSAM
320
O'Shaughnessy Asset Management
Connecticut
– – -133 Closed
PMFA
321
Plante Moran Financial Advisors
Michigan
– – -113 Closed
FMII
322
Farmers & Merchants Investments Inc
Nebraska
– – -84 Closed
IWM
323
Integrated Wealth Management
California
$0 17 – –
CG
324
Cutler Group
California
– – – –
SAMH
325
Shanda Asset Management Holdings
British Virgin Islands
– – – –
10 11 12
13
14