WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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199 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 94 reducing their positions, and 42 closing their positions.

Holders
199
Holders Change
-23
Holders Change %
-10.36%
% of All Funds
3.5%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
59
Reduced
94
Closed
42
Calls
$180K
Puts
$60K
Net Calls
+$120K
Net Calls Change
-$2.49M

Top Buyers

1
Tudor Investment Corp
1
Tudor Investment Corp
Connecticut
$24.4M
2
Bank of America
2
Bank of America
North Carolina
$22.7M
3
BlackRock
3
BlackRock
New York
$254M
4
SCC
4
Spring Creek Capital
Kansas
$14.1M
5
AAM
5
Alpine Associates Management
Florida
$49.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$29M
2
WIC
2
Water Island Capital
New York
$418K
3
Barclays
3
Barclays
United Kingdom
$5.53M
4
Skandinaviska Enskilda Banken (SEB)
4
Skandinaviska Enskilda Banken (SEB)
Sweden
$0
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.96M
Name Market Value Shares Shares
Change 		Shares
Change %
Principal Financial Group
26
Principal Financial Group
Iowa
$10.7M 427,355 -2,662 -0.6%
UBS Group
27
UBS Group
Switzerland
$10.3M 410,308 +241,761 +143%
KC
28
Kellner Capital
New York
$9.14M 364,958 +233,600 +178%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.11M 363,833 -19,167 -5%
Millennium Management
30
Millennium Management
New York
$8.98M 358,607 +133,989 +60%
CS
31
Credit Suisse
Switzerland
$8.48M 338,472 +39,445 +13%
BCM
32
Bridgeway Capital Management
Texas
$8.47M 338,000 -8,700 -3%
RFC
33
Regions Financial Corp
Alabama
$7.99M 318,840 -45,751 -13%
Renaissance Technologies
34
Renaissance Technologies
New York
$7.47M 298,200 -21,600 -7%
Ameriprise
35
Ameriprise
Minnesota
$7.33M 292,795 -24,470 -8%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$6.81M 271,929 -4,337 -2%
Legal & General Group
37
Legal & General Group
United Kingdom
$6.52M 260,233 +1,823 +0.7%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$6.34M 253,053 +96,329 +61%
IA
39
IndexIQ Advisors
New York
$6.04M 240,983 +240,983 New
E
40
Ergoteles
New York
$5.8M 231,473 +202,462 +698%
WCMNY
41
Westchester Capital Management (New York)
New York
$5.73M 228,679 – –
Barclays
42
Barclays
United Kingdom
$5.53M 220,528 -525,795 -70%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$5.17M 206,399 -2,129 -1%
Wells Fargo
44
Wells Fargo
California
$4.52M 180,577 -222,491 -55%
WAM
45
Wolverine Asset Management
Illinois
$4.43M 176,889 +101,159 +134%
SDIC
46
South Dakota Investment Council
South Dakota
$3.67M 146,555 -4,975 -3%
GCL
47
Glazer Capital LLC
New York
$3.51M 140,272 +140,272 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.4M 135,700 -4,300 -3%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$3.29M 131,300 -20,913 -14%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.23M 128,880 -9,400 -7%
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