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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $2.29M

5% less funds holding

Funds holding: 252239 (-13)

14% less capital invested

Capital invested by funds: $1.66B → $1.43B (-$229M)

26% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 96

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.47%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$12.3M +$671K +34,490 +5%
Deutsche Bank
27
Deutsche Bank
Germany
$12.1M -$3.68M -189,194 -22%
FP
28
Foundry Partners
Minnesota
$10.2M +$1.15M +59,014 +12%
MCM
29
Matarin Capital Management
New York
$9.84M -$223K -11,488 -2%
Goldman Sachs
30
Goldman Sachs
New York
$9.53M -$5.08M -261,057 -33%
Citadel Advisors
31
Citadel Advisors
Florida
$9.12M -$8.72M -448,322 -47%
AAMU
32
Amundi Asset Management US
Massachusetts
$8.92M +$9.66M +496,500 New
CA
33
Continental Advisors
Utah
$8.72M +$315K +16,200 +3%
PPA
34
Parametric Portfolio Associates
Washington
$8.51M -$105K -5,404 -1%
Millennium Management
35
Millennium Management
New York
$8.32M -$4.79M -246,278 -35%
TCIM
36
TIAA CREF Investment Management
New York
$7.77M -$139K -7,150 -2%
Axa
37
Axa
France
$7M
Bank of America
38
Bank of America
North Carolina
$6.77M +$532K +27,351 +8%
RFC
39
Regions Financial Corp
Alabama
$6.69M -$152K -7,837 -2%
KBC Group
40
KBC Group
Belgium
$6.27M
First Trust Advisors
41
First Trust Advisors
Illinois
$5.88M +$266K +13,659 +4%
Wells Fargo
42
Wells Fargo
California
$5.74M +$2.48M +127,701 +67%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.72M -$2.39M -122,959 -28%
SFM
44
Systematic Financial Management
New Jersey
$5.48M +$142K +7,313 +2%
AQR Capital Management
45
AQR Capital Management
Connecticut
$5.45M +$1.33M +68,590 +29%
SDIC
46
South Dakota Investment Council
South Dakota
$5.45M
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$5.44M -$647K -33,274 -10%
Man Group
48
Man Group
United Kingdom
$5.37M -$8.58M -441,159 -60%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$5.22M -$683K -35,100 -11%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$4.95M -$5.68M -291,806 -51%