WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M
Name Market Value Shares Shares
Change
Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$27.6M 554,462 -233,910 -30%
HIM
27
Hermes Investment Management
United Kingdom
$27.2M 546,120 +123,169 +29%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$26.4M 529,719 +28,263 +6%
KCM
29
Kames Capital Management
United Kingdom
$26M 520,882 +161,221 +45%
Goldman Sachs
30
Goldman Sachs
New York
$24.8M 497,905 -17,915 -3%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$24.8M 497,748 +187,475 +60%
Morgan Stanley
32
Morgan Stanley
New York
$24.6M 494,370 -190,968 -28%
Deutsche Bank
33
Deutsche Bank
Germany
$24.1M 484,213 +52,745 +12%
Citadel Advisors
34
Citadel Advisors
Florida
$24.1M 483,762 -1,625,360 -77%
JIM
35
Jupiter Investment Management
United Kingdom
$23.7M 475,996 -82,601 -15%
RFC
36
Regions Financial Corp
Alabama
$22.8M 458,118 +1,092 +0.2%
EIP
37
Epoch Investment Partners
New York
$22.8M 457,526 +257,136 +128%
WMSA
38
Weiss Multi-Strategy Advisers
New York
$22.4M 450,000 +200,000 +80%
Principal Financial Group
39
Principal Financial Group
Iowa
$21.7M 435,489 -33,969 -7%
HCM
40
Hahn Capital Management
California
$21.7M 435,125 +38,611 +10%
AQR Capital Management
41
AQR Capital Management
Connecticut
$21.4M 430,070 +20,044 +5%
FCM
42
Frontier Capital Management
Massachusetts
$20.9M 418,977 -11,086 -3%
WI
43
WBI Investments
New Jersey
$20.4M 409,781 +57,995 +16%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$20.4M 408,757 -207,867 -34%
WCM
45
Wedge Capital Management
North Carolina
$20.1M 402,443 -6,340 -2%
Marshall Wace
46
Marshall Wace
United Kingdom
$18.9M 378,839 +121,831 +47%
GI
47
GAMCO Investors
Connecticut
$18.6M 372,400 -6,840 -2%
AllianceBernstein
48
AllianceBernstein
Tennessee
$18.4M 370,209 +296,185 +400%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$18.3M 366,625 +285,903 +354%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$17.6M 353,244 -84,780 -19%