WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

231 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
72
Reduced
83
Closed
40
Calls
$1.41M
Puts
$17.6M
Net Calls
-$16.2M
Net Calls Change
-$5.42M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$28.6M
2
APG Asset Management
2
APG Asset Management
Netherlands
$36.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.88M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.07M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.36M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
51
Continental Advisors
Utah
$3.88M 232,910 -31,795 -12%
SDIC
52
South Dakota Investment Council
South Dakota
$3.87M 232,400 – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.86M 231,527 -288 -0.1%
Jacobs Levy Equity Management
54
Jacobs Levy Equity Management
New Jersey
$3.69M 221,308 +51,730 +31%
Man Group
55
Man Group
United Kingdom
$3.59M 215,050 +2,663 +1%
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$3.36M 201,382 +6,500 +3%
AIMCA
57
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.23M 193,700 +193,700 New
BC
58
Burney Company
Virginia
$3.11M 186,616 +81,037 +77%
RJA
59
Raymond James & Associates
Florida
$3.05M 182,642 -15,971 -8%
California Public Employees Retirement System
60
California Public Employees Retirement System
California
$2.96M 177,748 -29,962 -14%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$2.95M 176,889 +54,878 +45%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$2.91M 174,406 -16,227 -9%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$2.81M 168,558 -24,354 -13%
Citigroup
64
Citigroup
New York
$2.81M 168,483 +1,772 +1%
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.77M 165,868 +96,100 +138%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$2.72M 163,148 +123,879 +315%
PAM
67
Panagora Asset Management
Massachusetts
$2.7M 162,165 -22,665 -12%
Hotchkis & Wiley Capital Management
68
Hotchkis & Wiley Capital Management
California
$2.67M 160,214 +2,500 +2%
Prudential Financial
69
Prudential Financial
New Jersey
$2.55M 153,024 +390 +0.3%
GIA
70
Gateway Investment Advisers
Ohio
$2.43M 146,038 -2,798 -2%
Swiss National Bank
71
Swiss National Bank
Switzerland
$2.38M 142,700 – –
RA
72
Royce & Associates
New York
$2.36M 141,342 +17,222 +14%
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$2.17M 130,203 -113,823 -47%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$2.02M 121,241 -383 -0.3%
Barclays
75
Barclays
United Kingdom
$2.01M 120,354 +46,601 +63%
1 2
3
4 5