WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
KBC Group
51
KBC Group
Belgium
$4.3M 220,519 -158,198 -42%
QIM
52
Quantitative Investment Management
Virginia
$4.03M 206,600 +206,600 New
AIG
53
American International Group
New York
$3.96M 203,036 -281 -0.1%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$3.84M 196,961 +300 +0.2%
NFA
55
Nationwide Fund Advisors
Ohio
$3.66M 187,825 -3,443 -2%
AP
56
AHL Partners
United Kingdom
$3.66M 187,497 +123,599 +193%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.64M 186,497 – –
GIA
58
Gateway Investment Advisers
Ohio
$3.51M 179,716 +5,663 +3%
CS
59
Credit Suisse
Switzerland
$3.23M 165,637 -46,473 -22%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.2M 163,742 -4,400 -3%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$3.08M 157,698 +157,698 New
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$2.98M 152,954 – –
FP
63
Foundry Partners
Minnesota
$2.95M 150,969 – –
VIG
64
Vienna Insurance Group
Poland
$2.93M 150,000 +150,000 New
Wells Fargo
65
Wells Fargo
California
$2.79M 142,961 +22,463 +19%
AG
66
Aperio Group
California
$2.76M 141,443 -18,848 -12%
TA
67
Teachers Advisors
New York
$2.74M 140,178 +1,601 +1%
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.67M 136,886 -70 -0.1%
UBS Group
69
UBS Group
Switzerland
$2.67M 136,798 +34,824 +34%
SFM
70
Systematic Financial Management
New Jersey
$2.67M 136,689 -117,105 -46%
Swiss National Bank
71
Swiss National Bank
Switzerland
$2.66M 136,200 +5,300 +4%
SCM
72
Sterneck Capital Management
Missouri
$2.66M 136,145 +21,829 +19%
DCM
73
Dupont Capital Management
Delaware
$2.6M 133,383 +111,083 +498%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$2.56M 131,266 -1,749 -1%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$2.55M 130,850 +61,200 +88%
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