WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$283M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.1M
3
State Street
3
State Street
Massachusetts
$59.2M
4
Invesco
4
Invesco
Georgia
$67M
5
GXMC
5
Global X Management Company
New York
$7.73M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.3M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$18.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$2.79M
5
LCP
5
Lombardia Capital Partners
California
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$9.85M 579,346 +321,158 +124%
SDIC
27
South Dakota Investment Council
South Dakota
$9M 529,350 – –
Morgan Stanley
28
Morgan Stanley
New York
$8.48M 498,943 -37,453 -7%
PPA
29
Parametric Portfolio Associates
Washington
$8.46M 497,809 +125,179 +34%
GXMC
30
Global X Management Company
New York
$7.73M 454,464 +454,464 New
CA
31
Continental Advisors
Utah
$7.66M 450,602 +107,600 +31%
FIM
32
Foresters Investment Management
New York
$7.22M 424,850 +60,500 +17%
Bank of America
33
Bank of America
North Carolina
$7.19M 422,725 -44,842 -10%
RFC
34
Regions Financial Corp
Alabama
$6.76M 397,707 +3,320 +0.8%
MCM
35
Matarin Capital Management
New York
$6.72M 395,367 +40,980 +12%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$6.17M 362,934 +30,600 +9%
RJA
37
Raymond James & Associates
Florida
$5.99M 352,116 +12,157 +4%
Principal Financial Group
38
Principal Financial Group
Iowa
$5.61M 330,247 +1,033 +0.3%
Ameriprise
39
Ameriprise
Minnesota
$4.75M 279,395 +35,876 +15%
TCIM
40
TIAA CREF Investment Management
New York
$4.67M 274,901 -1,283 -0.5%
Goldman Sachs
41
Goldman Sachs
New York
$4.67M 274,720 -222,106 -45%
Federated Hermes
42
Federated Hermes
Pennsylvania
$4.6M 270,382 -111,248 -29%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.08M 239,996 +103,110 +75%
GIA
44
Gateway Investment Advisers
Ohio
$3.93M 231,185 +51,469 +29%
HHC
45
Hutchin Hill Capital
New York
$3.8M 223,446 +223,446 New
SCM
46
Sterneck Capital Management
Missouri
$3.68M 216,361 +80,216 +59%
AIG
47
American International Group
New York
$3.66M 215,122 +12,086 +6%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$3.39M 199,402 +2,441 +1%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$3.37M 198,001 -99,491 -33%
NFA
50
Nationwide Fund Advisors
Ohio
$3.15M 185,316 -2,509 -1%
1
2
3 4 5