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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

237 hedge funds and large institutions have $1.25B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 69

39% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $2.83M

4% more capital invested

Capital invested by funds: $1.2B → $1.25B (+$49.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 245237 (-8)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
6.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
101
Reduced
69
Closed
37
Calls
$3.92M
Puts
$2.83M
Net Calls
+$1.1M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
51
Nationwide Fund Advisors
Ohio
$3.47M +$650K +35,658 +23%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$3.39M -$2.92M -160,408 -46%
RJA
53
Raymond James & Associates
Florida
$3.2M +$3.21M +176,259 New
GIA
54
Gateway Investment Advisers
Ohio
$3.16M +$12.2K +667 +0.4%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.05M +$29.2K +1,600 +1%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.99M +$59.7K +3,279 +2%
AG
57
Aperio Group
California
$2.91M +$1.45M +79,642 +99%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$2.78M
Citadel Advisors
59
Citadel Advisors
Florida
$2.75M -$1.68M -92,139 -38%
FP
60
Foundry Partners
Minnesota
$2.74M +$134K +7,332 +5%
CG
61
Clinton Group
New York
$2.58M +$243K +13,364 +10%
TA
62
Teachers Advisors
New York
$2.52M +$218K +11,988 +9%
AllianceBernstein
63
AllianceBernstein
Tennessee
$2.49M -$182 -10 -0%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$2.42M +$20.7K +1,137 +0.9%
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.38M -$106K -5,800 -4%
EGM
66
Engineers Gate Manager
New York
$2.21M -$1.09M -59,840 -33%
Wells Fargo
67
Wells Fargo
California
$2.19M +$442K +24,286 +25%
SCM
68
Sterneck Capital Management
Missouri
$2.08M +$2.08M +114,316 New
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$1.94M +$29.8K +1,634 +2%
Fiera Capital (Canada)
70
Fiera Capital (Canada)
Quebec, Canada
$1.94M -$78.3K -4,300 -4%
UBS Group
71
UBS Group
Switzerland
$1.85M +$1.54M +84,709 +491%
SCM
72
Stevens Capital Management
Pennsylvania
$1.73M +$255K +14,006 +17%
BlackRock
73
BlackRock
New York
$1.62M +$412K +22,639 +34%
UBS AM
74
UBS AM
Illinois
$1.56M +$20K +1,100 +1%
CC
75
Cipher Capital
New York
$1.53M -$139K -7,628 -8%