WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

289 hedge funds and large institutions have $3.46B invested in Waddell & Reed Financial, Inc. in 2015 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 85 reducing their positions, and 37 closing their positions.

Holders
289
Holders Change
-7
Holders Change %
-2.36%
% of All Funds
7.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
32
Increased
125
Reduced
85
Closed
37
Calls
$3.42M
Puts
$1.66M
Net Calls
+$1.77M
Net Calls Change
+$36K

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$77.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$290M
3
RA
3
Royce & Associates
New York
$98.7M
4
Luther King Capital Management (LKCM)
4
Luther King Capital Management (LKCM)
Texas
$18.1M
5
HCM
5
Herndon Capital Management
Georgia
$151M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$395M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.49M
3
Ameriprise
3
Ameriprise
Minnesota
$20.4M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$82.4M
5
WMSA
5
Weiss Multi-Strategy Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
26
Hermes Investment Management
United Kingdom
$30M 634,110 +12,031 +2%
Wells Fargo
27
Wells Fargo
California
$29M 612,972 +19,263 +3%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$28.5M 601,391 +27,340 +5%
AAMU
29
AEGON Asset Management (UK)
United Kingdom
$25.3M 534,072 +42,146 +9%
Goldman Sachs
30
Goldman Sachs
New York
$24.4M 515,224 -670 -0.1%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$22.6M 478,473 +72,172 +18%
RFC
32
Regions Financial Corp
Alabama
$21.7M 459,534 +2,569 +0.6%
EIP
33
Epoch Investment Partners
New York
$21.5M 454,158 -18,373 -4%
Ameriprise
34
Ameriprise
Minnesota
$20.4M 431,520 -306,305 -42%
Prudential Financial
35
Prudential Financial
New Jersey
$20M 423,523 +61,650 +17%
GI
36
GAMCO Investors
Connecticut
$18.9M 398,950 +18,100 +5%
Luther King Capital Management (LKCM)
37
Luther King Capital Management (LKCM)
Texas
$18.1M 382,090 +382,090 New
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$17.5M 370,688 +32,154 +9%
WCM
39
Wedge Capital Management
North Carolina
$16.9M 357,814 -13,005 -4%
Charles Schwab
40
Charles Schwab
California
$16.4M 347,089 +30,277 +10%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$16.2M 341,858 +12,852 +4%
Macquarie Group
42
Macquarie Group
Australia
$15.3M 323,288 +65,335 +25%
TCIM
43
TIAA CREF Investment Management
New York
$14.5M 306,809 +83,101 +37%
GAM
44
Gotham Asset Management
New York
$14.1M 298,164 +14,806 +5%
WI
45
WBI Investments
New Jersey
$13.6M 288,448 +26,592 +10%
BAM
46
Burgundy Asset Management
Ontario, Canada
$13.1M 277,364 +891 +0.3%
ACM
47
Argent Capital Management
Missouri
$13M 274,108 +753 +0.3%
Principal Financial Group
48
Principal Financial Group
Iowa
$12.5M 263,290 +13,077 +5%
FIM
49
Foresters Investment Management
New York
$12.2M 256,900 +500 +0.2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$12M 253,491 +14,321 +6%
1
2
3 4 5