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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.49M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

17% more capital invested

Capital invested by funds: $3.09B → $3.62B (+$534M)

11% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 101

3% more funds holding

Funds holding: 287297 (+10)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
51
ClearBridge Investments
New York
$14.9M -$607K -12,188 -4%
AL
52
AJO LP
Pennsylvania
$14.9M -$8.07M -162,100 -36%
CCM
53
Century Capital Management
Massachusetts
$14.2M -$2.39M -48,091 -15%
JP Morgan Chase
54
JP Morgan Chase
New York
$14.2M +$5.03M +101,015 +58%
SIA
55
Sit Investment Associates
Minnesota
$14M
KAM
56
Keeley Asset Management
Illinois
$13.6M +$478K +9,595 +4%
FIM
57
Foresters Investment Management
New York
$13.1M +$3.96M +79,500 +45%
NTCOC
58
Northern Trust Company of Connecticut
Connecticut
$12.9M -$1.57M -31,523 -11%
BA
59
Boston Advisors
Massachusetts
$12.7M -$3.83M -76,941 -24%
BIM
60
BlackRock Investment Management
Delaware
$12.5M +$1.14M +22,944 +10%
VNIM
61
Vaughan Nelson Investment Management
Texas
$11.8M +$542K +10,900 +5%
Macquarie Group
62
Macquarie Group
Australia
$11.8M
Canada Life
63
Canada Life
Manitoba, Canada
$11.5M -$524K -10,529 -5%
Deutsche Bank
64
Deutsche Bank
Germany
$11.4M -$26.4M -529,620 -71%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$11.1M +$102K +2,050 +1%
UBS AM
66
UBS AM
Illinois
$11M +$1.21M +24,391 +13%
PAM
67
Panagora Asset Management
Massachusetts
$10.9M +$3.53M +70,970 +50%
BG
68
BlackRock Group
United Kingdom
$10.7M +$8.05M +161,720 +347%
GT
69
Glenmede Trust
Pennsylvania
$10.7M +$751K +15,093 +8%
N
70
Nuveen
North Carolina
$10.3M -$3.59M -72,167 -27%
Charles Schwab
71
Charles Schwab
California
$10.3M +$701K +14,079 +8%
ACM
72
Argent Capital Management
Missouri
$10.3M +$126K +2,535 +1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$9.83M -$642K -12,900 -6%
NFA
74
Nationwide Fund Advisors
Ohio
$9.34M +$133K +2,669 +1%
AIG
75
American International Group
New York
$9.32M +$36.4K +731 +0.4%