WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
6.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
106
Reduced
72
Closed
45
Calls
$1.49M
Puts
$3.79M
Net Calls
-$2.3M
Net Calls Change
-$1.1M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$26.8M
3
Invesco
3
Invesco
Georgia
$47.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.1M
5
State Street
5
State Street
Massachusetts
$49.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.5M
2
HCM
2
Herndon Capital Management
Georgia
$1K
3
EIP
3
Epoch Investment Partners
New York
$0
4
AL
4
AJO LP
Pennsylvania
$705K
5
HCM
5
Hodges Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$4.16M +$118K +6,856 +3%
AIG
52
American International Group
New York
$3.89M +$691K +40,133 +22%
GC
53
Guggenheim Capital
Illinois
$3.87M +$178K +10,352 +5%
HCM
54
Highbridge Capital Management
New York
$3.82M +$3.82M +221,552 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$3.22M +$313K +18,168 +11%
BG
56
BlackRock Group
United Kingdom
$3.18M -$37.5K -2,175 -1%
EGM
57
Engineers Gate Manager
New York
$3.12M +$2.19M +127,442 +236%
GIA
58
Gateway Investment Advisers
Ohio
$2.99M +$817K +47,445 +38%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$2.87M -$221K -12,814 -7%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$2.81M -$1.17M -67,995 -29%
PPA
61
Parametric Portfolio Associates
Washington
$2.8M +$1.01M +58,859 +57%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.78M +$922K +53,561 +50%
RCM
63
Riverhead Capital Management
Delaware
$2.76M +$1.89M +29,007 +220%
NFA
64
Nationwide Fund Advisors
Ohio
$2.68M -$1.14M -65,961 -30%
Stifel Financial
65
Stifel Financial
Missouri
$2.68M +$315K +18,307 +13%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$2.63M -$3.44K -200 -0.1%
FP
67
Foundry Partners
Minnesota
$2.47M +$2.47M +143,637 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.36M +$1.23M +71,331 +109%
Swiss National Bank
69
Swiss National Bank
Switzerland
$2.35M – – –
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$2.27M +$931K +54,088 +70%
CG
71
Clinton Group
New York
$2.22M +$1.25M +72,594 +129%
TA
72
Teachers Advisors
New York
$2.18M +$1.07M +62,057 +96%
EA
73
Emerald Acquisition
Washington
$2.07M +$2.07M +120,050 New
Fiera Capital (Canada)
74
Fiera Capital (Canada)
Quebec, Canada
$1.91M +$1.91M +111,000 New
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$1.81M -$5.23K -304 -0.3%
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