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WDR

Waddell & Reed Financial, Inc.
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.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.27M

8% less funds holding

Funds holding: 334307 (-27)

20% less capital invested

Capital invested by funds: $4.59B → $3.68B (-$912M)

22% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 134

45% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 53

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$30.4M -$1.97M -35,424 -6%
Renaissance Technologies
27
Renaissance Technologies
New York
$29.5M -$4.63M -83,100 -13%
JIM
28
Jupiter Investment Management
United Kingdom
$28.9M +$8.57M +153,811 +38%
Goldman Sachs
29
Goldman Sachs
New York
$26.7M +$9.67M +173,694 +51%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$25.9M +$619K +11,123 +2%
Jennison Associates
31
Jennison Associates
New York
$24.7M -$165M -2,970,030 -86%
Principal Financial Group
32
Principal Financial Group
Iowa
$24.3M -$46.8M -840,062 -64%
RFC
33
Regions Financial Corp
Alabama
$23.6M -$188K -3,370 -0.7%
BNP Paribas Asset Management
34
BNP Paribas Asset Management
France
$22.6M -$13.9M -249,647 -36%
Deutsche Bank
35
Deutsche Bank
Germany
$22.3M -$6.94M -124,708 -22%
FCM
36
Frontier Capital Management
Massachusetts
$22.2M -$817K -14,667 -3%
DC
37
Davenport & Co
Virginia
$22M +$23.7M +425,650 New
HIM
38
Hermes Investment Management
United Kingdom
$21.9M -$404K -7,253 -2%
AQR Capital Management
39
AQR Capital Management
Connecticut
$21.2M +$1.48M +26,636 +7%
WCM
40
Wedge Capital Management
North Carolina
$21.1M -$258K -4,636 -1%
MAA
41
Managed Account Advisors
New Jersey
$21M -$3.99M -71,687 -15%
HCM
42
Hahn Capital Management
California
$20.5M +$1.54M +27,691 +8%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$19.7M -$50.1K -900 -0.2%
GI
44
GAMCO Investors
Connecticut
$19.6M -$101K -1,810 -0.5%
KCM
45
Kames Capital Management
United Kingdom
$18.6M +$315K +5,658 +2%
WI
46
WBI Investments
New Jersey
$18.2M +$19.6M +351,786 New
GIA
47
Gateway Investment Advisers
Ohio
$17.8M -$372K -6,687 -2%
FQ
48
First Quadrant
California
$17.4M
SIA
49
Sit Investment Associates
Minnesota
$16.6M +$891K +16,000 +5%
UBS AM
50
UBS AM
Illinois
$16.4M +$4.62M +83,002 +35%