WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M

Top Buyers

1
BlackRock
1
BlackRock
New York
$210M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$8.92M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.3M
4
Norges Bank
4
Norges Bank
Norway
$20.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$14.2M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$2.51M
2
CEP
2
Chicago Equity Partners
Illinois
$219K
3
PP
3
Paloma Partners
Connecticut
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.12M
5
Man Group
5
Man Group
United Kingdom
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$12.3M 686,551 +34,490 +5%
Deutsche Bank
27
Deutsche Bank
Germany
$12.1M 675,912 -189,194 -22%
FP
28
Foundry Partners
Minnesota
$10.2M 569,380 +59,014 +12%
MCM
29
Matarin Capital Management
New York
$9.84M 547,738 -11,488 -2%
Goldman Sachs
30
Goldman Sachs
New York
$9.53M 530,120 -261,057 -33%
Citadel Advisors
31
Citadel Advisors
Florida
$9.12M 507,673 -448,322 -47%
AAMU
32
Amundi Asset Management US
Massachusetts
$8.92M 496,500 +496,500 New
CA
33
Continental Advisors
Utah
$8.72M 485,342 +16,200 +3%
PPA
34
Parametric Portfolio Associates
Washington
$8.51M 473,739 -5,404 -1%
Millennium Management
35
Millennium Management
New York
$8.32M 463,069 -246,278 -35%
TCIM
36
TIAA CREF Investment Management
New York
$7.77M 432,139 -7,150 -2%
Axa
37
Axa
France
$7M 389,300 – –
Bank of America
38
Bank of America
North Carolina
$6.77M 376,917 +27,351 +8%
RFC
39
Regions Financial Corp
Alabama
$6.69M 372,488 -7,837 -2%
KBC Group
40
KBC Group
Belgium
$6.27M 348,924 – –
First Trust Advisors
41
First Trust Advisors
Illinois
$5.88M 327,347 +13,659 +4%
Wells Fargo
42
Wells Fargo
California
$5.74M 319,543 +127,701 +67%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$5.72M 318,190 -122,959 -28%
SFM
44
Systematic Financial Management
New Jersey
$5.48M 304,848 +7,313 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$5.45M 303,099 +68,590 +29%
SDIC
46
South Dakota Investment Council
South Dakota
$5.45M 303,043 – –
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$5.44M 302,942 -33,274 -10%
Man Group
48
Man Group
United Kingdom
$5.37M 298,699 -441,159 -60%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$5.22M 290,301 -35,100 -11%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$4.95M 275,266 -291,806 -51%
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