WDR
Waddell & Reed Financial, Inc.
WDR
WDR
Delisted
WDR was delisted on the 30th of April, 2021.
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
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
IRS
351
Invictus RG (Singapore)
Singapore
| – | – | -2,710 | Closed |
|
|
AIM
352
Acuity Investment Management
Toronto,
Ontario, Canada
| – | – | -1,226 | Closed |
|
|
VAM
353
Visionary Asset Management
Houston,
Texas
| – | – | -974 | Closed |
|
|
BRWA
354
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | – | -642 | Closed |
|
|
CCMH
355
Cornerstone Capital Management Holdings
New York
| – | – | -521 | Closed |
|
|
WTB
356
Washington Trust Bank
Spokane,
Washington
| – | – | -240 | Closed |
|
|
LNB
357
Ledyard National Bank
| – | – | -66 | Closed |
|
|
ACS
358
Archford Capital Strategies
Swansea,
Illinois
| – | – | -45 | Closed |
|
|
PTC
359
Private Trust Company
Cleveland,
Ohio
| – | – | -15 | Closed |
|
|
OCM
360
Otter Creek Management
West Palm Beach,
Florida
| – | – | – | – |
|
|
EMA
361
Efficient Market Advisors
San Diego,
California
| $0 | 7 | +7 | New |
|
362
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $0 | 603 | +329 | +120% |
|