WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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231 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
72
Reduced
83
Closed
40
Calls
$1.41M
Puts
$17.6M
Net Calls
-$16.2M
Net Calls Change
-$5.42M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$28.6M
2
APG Asset Management
2
APG Asset Management
Netherlands
$36.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.88M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.07M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.36M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
Matarin Capital Management
New York
$13.3M 796,518 +143,065 +22%
Citadel Advisors
27
Citadel Advisors
Florida
$12.6M 758,760 +335,140 +79%
Principal Financial Group
28
Principal Financial Group
Iowa
$11.7M 700,344 +12,903 +2%
FP
29
Foundry Partners
Minnesota
$10.7M 641,333 +44,750 +8%
First Trust Advisors
30
First Trust Advisors
Illinois
$9.98M 598,697 +67,218 +13%
HA
31
Heartland Advisors
Wisconsin
$9.59M 575,550 -101,000 -15%
FIM
32
Foresters Investment Management
New York
$9.51M 570,200 -29,600 -5%
Renaissance Technologies
33
Renaissance Technologies
New York
$8.3M 497,700 +252,500 +103%
PPA
34
Parametric Portfolio Associates
Washington
$8M 479,882 -87,185 -15%
BCM
35
Bridgeway Capital Management
Texas
$7.25M 434,800 – –
AQR Capital Management
36
AQR Capital Management
Connecticut
$6.81M 408,232 -60,297 -13%
RFC
37
Regions Financial Corp
Alabama
$6.16M 369,389 -1,117 -0.3%
Deutsche Bank
38
Deutsche Bank
Germany
$6.04M 362,468 +187,019 +107%
Morgan Stanley
39
Morgan Stanley
New York
$5.88M 352,892 +313,109 +787%
Bank of America
40
Bank of America
North Carolina
$5.78M 346,676 -23,117 -6%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$5.07M 304,295 +304,295 New
Two Sigma Advisers
42
Two Sigma Advisers
New York
$4.68M 280,800 -54,392 -16%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$4.62M 278,059 +123,110 +79%
American Century Companies
44
American Century Companies
Missouri
$4.55M 272,945 +19,577 +8%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.45M 266,812 -10,205 -4%
Axa
46
Axa
France
$4.41M 264,500 +42,800 +19%
Goldman Sachs
47
Goldman Sachs
New York
$4.36M 261,420 -1,192,744 -82%
AllianceBernstein
48
AllianceBernstein
Tennessee
$4.26M 255,730 +66,570 +35%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$4.23M 253,531 -4,742 -2%
Legal & General Group
50
Legal & General Group
United Kingdom
$4.09M 245,509 -13,642 -5%
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