WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
6.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
106
Reduced
72
Closed
45
Calls
$1.49M
Puts
$3.79M
Net Calls
-$2.3M
Net Calls Change
-$1.1M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$26.8M
3
Invesco
3
Invesco
Georgia
$47.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.1M
5
State Street
5
State Street
Massachusetts
$49.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.5M
2
HCM
2
Herndon Capital Management
Georgia
$1K
3
EIP
3
Epoch Investment Partners
New York
$0
4
AL
4
AJO LP
Pennsylvania
$705K
5
HCM
5
Hodges Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$10.1M +$6.77M +393,055 +202%
SDIC
27
South Dakota Investment Council
South Dakota
$10.1M +$3.63M +210,877 +56%
Charles Schwab
28
Charles Schwab
California
$9.74M +$2.58M +149,894 +36%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$9.5M -$106K -6,130 -1%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$7.86M +$7.86M +456,440 New
BIM
31
BlackRock Investment Management
Delaware
$6.94M +$1.31M +75,885 +23%
RFC
32
Regions Financial Corp
Alabama
$6.92M -$706K -41,002 -9%
Federated Hermes
33
Federated Hermes
Pennsylvania
$6.79M +$982K +57,043 +17%
CS
34
Credit Suisse
Switzerland
$6.79M +$3.89M +225,696 +134%
Bank of America
35
Bank of America
North Carolina
$6.51M -$5.05M -293,485 -44%
CA
36
Continental Advisors
Utah
$6.4M +$1.44M +83,700 +29%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$6.04M +$5.01M +291,043 +488%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$5.97M -$803K -46,617 -12%
ACM
39
Argent Capital Management
Missouri
$5.36M +$42.1K +2,446 +0.8%
Principal Financial Group
40
Principal Financial Group
Iowa
$5.35M +$539K +31,283 +11%
SFM
41
Systematic Financial Management
New Jersey
$5.16M +$848K +49,224 +20%
Deutsche Bank
42
Deutsche Bank
Germany
$4.95M +$3.11M +180,569 +169%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$4.88M +$400K +23,200 +9%
MCM
44
Matarin Capital Management
New York
$4.8M +$1.25M +72,879 +35%
Barclays
45
Barclays
United Kingdom
$4.47M +$4.33M +251,592 +3,235%
TCIM
46
TIAA CREF Investment Management
New York
$4.44M -$1.64M -95,396 -27%
FIM
47
Foresters Investment Management
New York
$4.41M +$462K +26,850 +12%
Morgan Stanley
48
Morgan Stanley
New York
$4.37M +$2.22M +128,699 +103%
KBC Group
49
KBC Group
Belgium
$4.22M +$3.38M +196,455 +404%
Citadel Advisors
50
Citadel Advisors
Florida
$4.19M -$1.07M -62,356 -20%
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