WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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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

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$183M
2
Prudential Financial
2
Prudential Financial
New Jersey
$54.7M
3
QI
3
QS Investors
New York
$24.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$405M
5
Northern Trust
5
Northern Trust
Illinois
$85.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$40.1M
3
FAM
3
Fred Alger Management
New York
$7.82M
4
LCP
4
Lombardia Capital Partners
California
$0
5
EIP
5
Epoch Investment Partners
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
FCCM
326
First City Capital Management
Georgia
$1.62K 22 +22 New
Walleye Trading
327
Walleye Trading
New York
$107 1,450 -345 -19%
LCP
328
Lombardia Capital Partners
California
– – -261,760 Closed
ARC
329
Absolute Return Capital
Massachusetts
– – -169,124 Closed
ICOM
330
Investment Counselors of Maryland
Maryland
– – -118,100 Closed
Arrowstreet Capital
331
Arrowstreet Capital
Massachusetts
– – -106,156 Closed
AI
332
Analytic Investors
California
– – -103,583 Closed
SCM
333
Stevens Capital Management
Pennsylvania
– – -74,479 Closed
Citadel Advisors
334
Citadel Advisors
Florida
– – -51,335 Closed
WHG
335
Westwood Holdings Group
Texas
– – -31,915 Closed
AI
336
Atria Investments
North Carolina
– – -29,301 Closed
SCA
337
SAC Capital Advisors
Connecticut
– – -26,248 Closed
EMG
338
Ellington Management Group
Connecticut
– – -25,100 Closed
MCM
339
Moore Capital Management
New York
– – -25,000 Closed
SCA
340
Secor Capital Advisors
New York
– – -15,987 Closed
GCA
341
Gideon Capital Advisors
New York
– – -15,362 Closed
PP
342
Paloma Partners
Connecticut
– – -15,306 Closed
PI
343
PineBridge Investments
New York
– – -14,553 Closed
HT
344
HAP Trading
New York
– – -11,593 Closed
FCH
345
Freestone Capital Holdings
Washington
– – -10,369 Closed
T
346
TradeWorx
New Jersey
– – -9,219 Closed
DTL
347
Dynamic Technology Lab
Singapore
– – -9,142 Closed
HHC
348
Hutchin Hill Capital
New York
– – -8,800 Closed
D.E. Shaw & Co
349
D.E. Shaw & Co
New York
– – -8,300 Closed
CA
350
Commerzbank Aktiengesellschaft
Germany
– – -8,244 Closed
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