WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.4M
4
CEP
4
Chicago Equity Partners
Illinois
$11.3M
5
CC
5
Carlson Capital
Texas
$11M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65K
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$46.4M
3
Invesco
3
Invesco
Georgia
$87.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$14.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$14.3M 640,664 +25,326 +4%
Principal Financial Group
27
Principal Financial Group
Iowa
$14.3M 638,003 -559,093 -47%
First Trust Advisors
28
First Trust Advisors
Illinois
$12.6M 563,330 +21,312 +4%
Prudential Financial
29
Prudential Financial
New Jersey
$12.4M 554,929 +164,803 +42%
AP
30
AHL Partners
United Kingdom
$12M 537,794 +302,355 +128%
MCM
31
Matarin Capital Management
New York
$11.8M 527,850 +29,386 +6%
PPA
32
Parametric Portfolio Associates
Washington
$11.6M 518,855 +1,300 +0.3%
CEP
33
Chicago Equity Partners
Illinois
$11.3M 506,918 +496,708 +4,865%
Ameriprise
34
Ameriprise
Minnesota
$11.2M 502,677 -10,433 -2%
CC
35
Carlson Capital
Texas
$11M 492,611 +492,611 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$10.7M 480,943 +233,304 +94%
IP
37
Interval Partners
New York
$10.3M 463,268 +251,028 +118%
TCIM
38
TIAA CREF Investment Management
New York
$9.52M 426,338 +172,332 +68%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$8.9M 398,425 +30,928 +8%
RFC
40
Regions Financial Corp
Alabama
$8.52M 381,343 -2,175 -0.6%
Bank of America
41
Bank of America
North Carolina
$8.19M 366,557 -65,617 -15%
RJA
42
Raymond James & Associates
Florida
$7.96M 356,310 -3,412 -0.9%
AQR Capital Management
43
AQR Capital Management
Connecticut
$7.91M 354,204 -208,944 -37%
CA
44
Continental Advisors
Utah
$7.55M 338,042 -103,660 -23%
Axa
45
Axa
France
$7.26M 324,800 +55,400 +21%
Arrowstreet Capital
46
Arrowstreet Capital
Massachusetts
$7.06M 316,000 +316,000 New
AL
47
AJO LP
Pennsylvania
$7.01M 313,653 +313,653 New
Morgan Stanley
48
Morgan Stanley
New York
$6.88M 308,116 +19,000 +7%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$6.8M 304,201 +26,500 +10%
SDIC
50
South Dakota Investment Council
South Dakota
$6.77M 303,043 -226,307 -43%
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