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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.19M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $1.43B → $1.72B (+$286M)

4% more funds holding

Funds holding: 239248 (+9)

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.67%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
SDIC
51
South Dakota Investment Council
South Dakota
$5.36M -$1.01M -50,143 -17%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$5.28M +$1.37M +68,022 +37%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$5.28M +$63K +3,130 +1%
Legal & General Group
54
Legal & General Group
United Kingdom
$5.1M +$252K +12,507 +5%
Millennium Management
55
Millennium Management
New York
$4.77M -$4.78M -237,907 -51%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$4.72M -$30.6M -1,522,308 -87%
Man Group
57
Man Group
United Kingdom
$4.54M -$1.7M -84,399 -28%
Renaissance Technologies
58
Renaissance Technologies
New York
$4.53M -$593K -29,483 -12%
AllianceBernstein
59
AllianceBernstein
Tennessee
$4.47M
VIA
60
Vident Investment Advisory
Georgia
$4.28M +$237K +11,809 +6%
GT
61
Glenmede Trust
Pennsylvania
$4.24M +$1.1M +54,880 +38%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.14M -$116K -5,791 -3%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$4.14M +$161K +8,000 +4%
RJA
64
Raymond James & Associates
Florida
$4.11M -$136K -6,761 -3%
APG Asset Management
65
APG Asset Management
Netherlands
$3.96M +$4.36M +217,000 New
Morgan Stanley
66
Morgan Stanley
New York
$3.7M -$554K -27,544 -14%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$3.63M +$3.4M +169,012 +7,083%
TCIM
68
TIAA CREF Investment Management
New York
$3.46M -$5.41M -268,766 -62%
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$3.29M +$2.15M +107,131 +223%
TA
70
Teachers Advisors
New York
$3.26M -$22.9K -1,141 -0.7%
VIG
71
Vienna Insurance Group
Poland
$3.18M
GIA
72
Gateway Investment Advisers
Ohio
$3.15M +$331K +16,440 +12%
Swiss National Bank
73
Swiss National Bank
Switzerland
$3.08M
Russell Investments Group
74
Russell Investments Group
United Kingdom
$3.04M +$1.12M +55,813 +64%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.95M +$2.8M +139,300 New