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 $1.72B 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.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
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

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
SDIC
51
South Dakota Investment Council
South Dakota
$5.36M 252,900 -50,143 -17%
Hotchkis & Wiley Capital Management
52
Hotchkis & Wiley Capital Management
California
$5.28M 249,439 +68,022 +37%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$5.28M 249,268 +3,130 +1%
Legal & General Group
54
Legal & General Group
United Kingdom
$5.1M 240,251 +12,507 +5%
Millennium Management
55
Millennium Management
New York
$4.77M 225,162 -237,907 -51%
Schroder Investment Management Group
56
Schroder Investment Management Group
United Kingdom
$4.72M 222,691 -1,522,308 -87%
Man Group
57
Man Group
United Kingdom
$4.54M 214,300 -84,399 -28%
Renaissance Technologies
58
Renaissance Technologies
New York
$4.53M 213,956 -29,483 -12%
AllianceBernstein
59
AllianceBernstein
Tennessee
$4.47M 211,230 – –
VIA
60
Vident Investment Advisory
Georgia
$4.28M 201,860 +11,809 +6%
GT
61
Glenmede Trust
Pennsylvania
$4.24M 199,987 +54,880 +38%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.14M 195,345 -5,791 -3%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$4.14M 195,282 +8,000 +4%
RJA
64
Raymond James & Associates
Florida
$4.11M 193,883 -6,761 -3%
APG Asset Management
65
APG Asset Management
Netherlands
$3.96M 217,000 +217,000 New
Morgan Stanley
66
Morgan Stanley
New York
$3.7M 174,581 -27,544 -14%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$3.63M 171,398 +169,012 +7,083%
TCIM
68
TIAA CREF Investment Management
New York
$3.46M 163,373 -268,766 -62%
Point72 Asset Management
69
Point72 Asset Management
Connecticut
$3.29M 155,221 +107,131 +223%
TA
70
Teachers Advisors
New York
$3.26M 154,079 -1,141 -0.7%
VIG
71
Vienna Insurance Group
Poland
$3.18M 150,000 – –
GIA
72
Gateway Investment Advisers
Ohio
$3.15M 148,492 +16,440 +12%
Swiss National Bank
73
Swiss National Bank
Switzerland
$3.08M 145,500 – –
Russell Investments Group
74
Russell Investments Group
United Kingdom
$3.04M 143,219 +55,813 +64%
AIMCA
75
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.95M 139,300 +139,300 New
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