WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.4M
4
CEP
4
Chicago Equity Partners
Illinois
$11.3M
5
CC
5
Carlson Capital
Texas
$11M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65K
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$46.4M
3
Invesco
3
Invesco
Georgia
$87.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$14.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$6.43M 287,895 +113,150 +65%
Barrow, Hanley, Mewhinney & Strauss
52
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.01M 268,981 +18,878 +8%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$5.86M 262,242 +103,725 +65%
SFM
54
Systematic Financial Management
New Jersey
$5.69M 254,459 +53,508 +27%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$5.23M 234,175 +234,175 New
Legal & General Group
56
Legal & General Group
United Kingdom
$5.17M 231,555 +1,815 +0.8%
Federated Hermes
57
Federated Hermes
Pennsylvania
$5.03M 225,218 -328 -0.1%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$4.83M 216,294 +25,641 +13%
QIM
59
Quantitative Investment Management
Virginia
$4.37M 195,500 +9,800 +5%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$4.18M 187,282 – –
Wells Fargo
61
Wells Fargo
California
$3.98M 178,236 -8,143 -4%
AllianceBernstein
62
AllianceBernstein
Tennessee
$3.97M 177,800 +53,630 +43%
Robeco Institutional Asset Management
63
Robeco Institutional Asset Management
Netherlands
$3.67M 164,092 – –
ACM
64
Argent Capital Management
Missouri
$3.43M 148,950 +67,750 +83%
TA
65
Teachers Advisors
New York
$3.37M 150,763 +1,473 +1%
VIG
66
Vienna Insurance Group
Poland
$3.35M 150,000 – –
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$3.3M 147,594 +20,547 +16%
Swiss National Bank
68
Swiss National Bank
Switzerland
$3.15M 141,100 – –
PI
69
PineBridge Investments
New York
$3.15M 140,968 +43,135 +44%
ASRS
70
Arizona State Retirement System
Arizona
$3.13M 140,123 +96,723 +223%
GC
71
Guggenheim Capital
Illinois
$3.09M 138,210 -31,218 -18%
VIA
72
Vident Investment Advisory
Georgia
$3.05M 136,689 +10,882 +9%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.01M 134,590 -2,021 -1%
BCM
74
Bridgeway Capital Management
Texas
$2.97M 133,000 – –
VOYA Investment Management
75
VOYA Investment Management
Georgia
$2.52M 112,908 +10,366 +10%
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