WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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246 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
71
Reduced
102
Closed
30
Calls
$659K
Puts
$11.4M
Net Calls
-$10.7M
Net Calls Change
-$11.9M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$31.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.99M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.32M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$11.5M

Top Sellers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.8M
2
State Street
2
State Street
Massachusetts
$40M
3
JIM
3
Jupiter Investment Management
United Kingdom
$3.35M
4
FIM
4
Foresters Investment Management
New York
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
HA
26
Heartland Advisors
Wisconsin
$11.7M 676,550 +114,000 +20%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$11.5M 665,810 +237,523 +55%
MCM
28
Matarin Capital Management
New York
$11.3M 653,453 -91,488 -12%
FIM
29
Foresters Investment Management
New York
$10.4M 599,800 -274,900 -31%
FP
30
Foundry Partners
Minnesota
$10.3M 596,583 -233,568 -28%
PPA
31
Parametric Portfolio Associates
Washington
$9.81M 567,067 -30,364 -5%
First Trust Advisors
32
First Trust Advisors
Illinois
$9.19M 531,479 +35,538 +7%
AQR Capital Management
33
AQR Capital Management
Connecticut
$8.1M 468,529 +98,076 +26%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$7.99M 462,056 +462,056 New
BCM
35
Bridgeway Capital Management
Texas
$7.52M 434,800 +24,000 +6%
Citadel Advisors
36
Citadel Advisors
Florida
$7.32M 423,620 +310,635 +275%
RFC
37
Regions Financial Corp
Alabama
$6.41M 370,506 -1,147 -0.3%
Bank of America
38
Bank of America
North Carolina
$6.39M 369,793 -48,920 -12%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$5.98M 345,802 +196,797 +132%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$5.8M 335,192 -9,700 -3%
GLA
41
Great Lakes Advisors
Illinois
$4.99M 288,624 -59,675 -17%
Barrow, Hanley, Mewhinney & Strauss
42
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.79M 277,017 +16,555 +6%
CA
43
Continental Advisors
Utah
$4.58M 264,705 -147,778 -36%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.48M 259,151 +17,540 +7%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$4.47M 258,273 +1,285 +0.5%
American Century Companies
46
American Century Companies
Missouri
$4.38M 253,368 +2,243 +0.9%
Renaissance Technologies
47
Renaissance Technologies
New York
$4.24M 245,200 +58,700 +31%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$4.22M 244,026 +235,503 +2,763%
SDIC
49
South Dakota Investment Council
South Dakota
$4.02M 232,400 -20,500 -8%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.01M 231,815 -1,056 -0.5%
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