WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

237 hedge funds and large institutions have $1.25B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 37 closing their positions.

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
6.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
101
Reduced
69
Closed
37
Calls
$3.92M
Puts
$2.83M
Net Calls
+$1.1M
Net Calls Change
+$3.4M
Name Market Value Shares Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$10.6M 581,140 +15,779 +3%
LCP
27
Lombardia Capital Partners
California
$10.3M 565,481 -62,016 -10%
Los Angeles Capital Management
28
Los Angeles Capital Management
California
$9.91M 545,415 +88,975 +19%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$9.64M 530,658 -20,959 -4%
First Trust Advisors
30
First Trust Advisors
Illinois
$8.72M 479,979 -218,409 -31%
Bank of America
31
Bank of America
North Carolina
$7.92M 436,143 +58,339 +15%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$7.43M 408,907 +58,266 +17%
RFC
33
Regions Financial Corp
Alabama
$7.2M 396,337 -5,720 -1%
KBC Group
34
KBC Group
Belgium
$6.88M 378,717 +133,655 +55%
Federated Hermes
35
Federated Hermes
Pennsylvania
$6.78M 373,560 -20,548 -5%
CA
36
Continental Advisors
Utah
$6.75M 371,502
Deutsche Bank
37
Deutsche Bank
Germany
$6.63M 365,116 +77,501 +27%
FIM
38
Foresters Investment Management
New York
$6.58M 362,250 +106,100 +41%
MCM
39
Matarin Capital Management
New York
$6.11M 336,435 +57,430 +21%
Principal Financial Group
40
Principal Financial Group
Iowa
$5.97M 328,879 +18,395 +6%
ACM
41
Argent Capital Management
Missouri
$5.61M 309,061 -1,948 -0.6%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$5.47M 301,234 +17,900 +6%
Millennium Management
43
Millennium Management
New York
$5.29M 291,129 -316,827 -52%
SFM
44
Systematic Financial Management
New Jersey
$4.61M 253,794 -45,584 -15%
Ameriprise
45
Ameriprise
Minnesota
$4.46M 245,494 +4,079 +2%
PPA
46
Parametric Portfolio Associates
Washington
$4.22M 232,252 +69,543 +43%
BG
47
BlackRock Group
United Kingdom
$3.96M 218,201 +33,684 +18%
CS
48
Credit Suisse
Switzerland
$3.85M 212,110 -181,941 -46%
AIG
49
American International Group
New York
$3.69M 203,317 -22,810 -10%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.57M 196,661 +9,498 +5%