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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

7% more funds holding

Funds holding: 235252 (+17)

4% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 84

11% less capital invested

Capital invested by funds: $1.87B → $1.66B (-$208M)

64% less call options, than puts

Call options by funds: $2.53M | Put options by funds: $6.95M

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
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$15M +$15.6M +739,858 New
Charles Schwab
27
Charles Schwab
California
$14.8M +$1.93M +91,206 +14%
Millennium Management
28
Millennium Management
New York
$14.3M +$13.3M +631,665 +813%
Ameriprise
29
Ameriprise
Minnesota
$13.8M +$3.81M +180,384 +36%
Principal Financial Group
30
Principal Financial Group
Iowa
$13.2M +$325K +15,363 +2%
Prudential Financial
31
Prudential Financial
New Jersey
$13.2M +$2.05M +97,132 +18%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$11.5M +$8.52M +402,980 +246%
CEP
33
Chicago Equity Partners
Illinois
$11.4M +$1.22M +57,925 +11%
MCM
34
Matarin Capital Management
New York
$11.3M +$663K +31,376 +6%
Renaissance Technologies
35
Renaissance Technologies
New York
$11.3M -$5.61M -265,400 -32%
Citigroup
36
Citigroup
New York
$11.1M +$9.85M +466,002 +561%
FP
37
Foundry Partners
Minnesota
$10.3M +$10.8M +510,366 New
JIM
38
Jupiter Investment Management
United Kingdom
$10.2M +$9.64M +456,230 +910%
PPA
39
Parametric Portfolio Associates
Washington
$9.68M -$839K -39,712 -8%
CA
40
Continental Advisors
Utah
$9.48M +$2.77M +131,100 +39%
JP Morgan Chase
41
JP Morgan Chase
New York
$8.92M -$841K -39,794 -8%
TCIM
42
TIAA CREF Investment Management
New York
$8.88M +$274K +12,951 +3%
PP
43
Paloma Partners
Connecticut
$8.56M +$8.41M +398,220 +1,556%
Axa
44
Axa
France
$7.87M +$1.36M +64,500 +20%
PCM
45
Prana Capital Management
Connecticut
$7.8M +$8.15M +385,887 New
RFC
46
Regions Financial Corp
Alabama
$7.69M -$21.5K -1,018 -0.3%
IP
47
Interval Partners
New York
$7.42M -$2.03M -96,211 -21%
Bank of America
48
Bank of America
North Carolina
$7.06M -$359K -16,991 -5%
KBC Group
49
KBC Group
Belgium
$7.05M +$7.37M +348,924 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$6.79M -$1.31M -62,209 -16%