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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
26
Hermes Investment Management
United Kingdom
$15.2M -$324K -13,327 -2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$13.1M -$270K -11,124 -2%
Macquarie Group
28
Macquarie Group
Australia
$11.7M
GAM
29
Gotham Asset Management
New York
$10.6M +$1.07M +44,027 +11%
RFC
30
Regions Financial Corp
Alabama
$10.4M -$50.6K -2,083 -0.5%
Charles Schwab
31
Charles Schwab
California
$9.78M +$264K +10,864 +3%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$9.26M +$846K +34,838 +10%
SDIC
33
South Dakota Investment Council
South Dakota
$8.8M +$1.47M +60,469 +19%
TCIM
34
TIAA CREF Investment Management
New York
$8.31M -$3.74M -153,778 -30%
Federated Hermes
35
Federated Hermes
Pennsylvania
$7.93M +$6.91M +284,592 +542%
BIM
36
BlackRock Investment Management
Delaware
$7.7M +$1.55M +63,699 +24%
AQR Capital Management
37
AQR Capital Management
Connecticut
$7.68M -$1.37M -56,545 -15%
AI
38
Analytic Investors
California
$7.39M +$7.63M +314,103 New
ACM
39
Argent Capital Management
Missouri
$7.26M +$4.23M +173,990 +129%
Citadel Advisors
40
Citadel Advisors
Florida
$7.2M +$6.49M +267,346 +694%
CA
41
Continental Advisors
Utah
$6.78M +$2.6M +107,020 +59%
Principal Financial Group
42
Principal Financial Group
Iowa
$6.57M +$292K +12,026 +5%
American Century Companies
43
American Century Companies
Missouri
$6.44M +$6.65M +273,610 New
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$6.12M +$721K +29,700 +13%
SFM
45
Systematic Financial Management
New Jersey
$5.89M +$1.69M +69,572 +39%
Ameriprise
46
Ameriprise
Minnesota
$5.52M -$6.16M -253,591 -52%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$5.44M +$2.03M +83,491 +56%
DIA
48
Dean Investment Associates
Ohio
$5.41M +$1.63M +67,045 +41%
FIM
49
Foresters Investment Management
New York
$5.4M +$2.31M +95,300 +71%
NFA
50
Nationwide Fund Advisors
Ohio
$5.22M +$113K +4,649 +2%