WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
26
Man Group
United Kingdom
$15M 739,858 +739,858 New
Charles Schwab
27
Charles Schwab
California
$14.8M 731,870 +91,206 +14%
Millennium Management
28
Millennium Management
New York
$14.3M 709,347 +631,665 +813%
Ameriprise
29
Ameriprise
Minnesota
$13.8M 683,061 +180,384 +36%
Principal Financial Group
30
Principal Financial Group
Iowa
$13.2M 653,366 +15,363 +2%
Prudential Financial
31
Prudential Financial
New Jersey
$13.2M 652,061 +97,132 +18%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$11.5M 567,072 +402,980 +246%
CEP
33
Chicago Equity Partners
Illinois
$11.4M 564,843 +57,925 +11%
MCM
34
Matarin Capital Management
New York
$11.3M 559,226 +31,376 +6%
Renaissance Technologies
35
Renaissance Technologies
New York
$11.3M 557,100 -265,400 -32%
Citigroup
36
Citigroup
New York
$11.1M 549,108 +466,002 +561%
FP
37
Foundry Partners
Minnesota
$10.3M 510,366 +510,366 New
JIM
38
Jupiter Investment Management
United Kingdom
$10.2M 506,386 +456,230 +910%
PPA
39
Parametric Portfolio Associates
Washington
$9.68M 479,143 -39,712 -8%
CA
40
Continental Advisors
Utah
$9.48M 469,142 +131,100 +39%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$8.92M 441,149 -39,794 -8%
TCIM
42
TIAA CREF Investment Management
New York
$8.88M 439,289 +12,951 +3%
PP
43
Paloma Partners
Connecticut
$8.57M 423,807 +398,220 +1,556%
Axa
44
Axa
France
$7.87M 389,300 +64,500 +20%
PCM
45
Prana Capital Management
Connecticut
$7.8M 385,887 +385,887 New
RFC
46
Regions Financial Corp
Alabama
$7.69M 380,325 -1,018 -0.3%
IP
47
Interval Partners
New York
$7.42M 367,057 -96,211 -21%
Bank of America
48
Bank of America
North Carolina
$7.06M 349,566 -16,991 -5%
KBC Group
49
KBC Group
Belgium
$7.05M 348,924 +348,924 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$6.8M 336,216 -62,209 -16%
1
2
3 4 5