WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
26
BlackRock Investment Management
Delaware
$13M 664,571 +42,379 +7%
Los Angeles Capital Management
27
Los Angeles Capital Management
California
$10.6M 543,145 -2,270 -0.4%
Morgan Stanley
28
Morgan Stanley
New York
$10.5M 536,396 -137,622 -20%
SDIC
29
South Dakota Investment Council
South Dakota
$10.3M 529,350 -55,396 -9%
Goldman Sachs
30
Goldman Sachs
New York
$9.69M 496,826 -225,871 -31%
Bank of America
31
Bank of America
North Carolina
$9.12M 467,567 +31,424 +7%
First Trust Advisors
32
First Trust Advisors
Illinois
$8.66M 443,959 -36,020 -8%
RFC
33
Regions Financial Corp
Alabama
$7.7M 394,387 -1,950 -0.5%
Federated Hermes
34
Federated Hermes
Pennsylvania
$7.45M 381,630 +8,070 +2%
LCP
35
Lombardia Capital Partners
California
$7.34M 375,972 -189,509 -34%
PPA
36
Parametric Portfolio Associates
Washington
$7.27M 372,630 +140,378 +60%
FIM
37
Foresters Investment Management
New York
$7.19M 364,350 +2,100 +0.6%
MCM
38
Matarin Capital Management
New York
$6.91M 354,387 +17,952 +5%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$6.86M 351,406 +351,406 New
CA
40
Continental Advisors
Utah
$6.69M 343,002 -28,500 -8%
RJA
41
Raymond James & Associates
Florida
$6.63M 339,959 +163,700 +93%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$6.48M 332,334 +31,100 +10%
Principal Financial Group
43
Principal Financial Group
Iowa
$6.42M 329,214 +335 +0.1%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$5.8M 297,492 +232,395 +357%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$5.62M 287,820 -121,087 -30%
TCIM
46
TIAA CREF Investment Management
New York
$5.39M 276,184 -19,376 -7%
Deutsche Bank
47
Deutsche Bank
Germany
$5.03M 258,188 -106,928 -29%
Ameriprise
48
Ameriprise
Minnesota
$4.75M 243,519 -1,975 -0.8%
BG
49
BlackRock Group
United Kingdom
$4.65M 238,467 +20,266 +9%
Two Sigma Investments
50
Two Sigma Investments
New York
$4.59M 235,304 +209,321 +806%
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