WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$206M
2
Invesco
2
Invesco
Georgia
$38.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$22.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$177M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$109M
3
Victory Capital Management
3
Victory Capital Management
Texas
$225K
4
RA
4
Royce & Associates
New York
$791K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
BlackRock Advisors
Delaware
$2.34M 99,519 +3,701 +4%
SCM
77
Stevens Capital Management
Pennsylvania
$2.09M 88,885 +12,622 +17%
PAM
78
Princeton Alpha Management
New Jersey
$2.08M 88,388 +60,525 +217%
UBS AM
79
UBS AM
Illinois
$1.99M 84,461 -15 -0%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$1.83M 77,790 +1,044 +1%
AG
81
Aperio Group
California
$1.77M 75,291 +431 +0.6%
DCM
82
Dean Capital Management
Kansas
$1.72M 72,920 +14,225 +24%
UBS Group
83
UBS Group
Switzerland
$1.63M 69,030 +61,815 +857%
SB
84
Suntrust Banks
Georgia
$1.57M 66,904 – –
BlackRock
85
BlackRock
New York
$1.57M 66,841 +31,321 +88%
TPSF
86
Texas Permanent School Fund
Texas
$1.55M 65,647 -3,362 -5%
AllianceBernstein
87
AllianceBernstein
Tennessee
$1.55M 65,635 -130 -0.2%
TA
88
Teachers Advisors
New York
$1.52M 64,532 – –
ZCM
89
Zebra Capital Management
Connecticut
$1.5M 63,833 +35,106 +122%
CC
90
Cipher Capital
New York
$1.5M 63,836 +56,396 +758%
PWS
91
Peloton Wealth Strategists
Indiana
$1.48M 62,700 +21,000 +50%
VNA
92
Valley National Advisers
Pennsylvania
$1.44M 61,138 +1,019 +2%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$1.4M 59,598 -2,926 -5%
NPIT
94
National Penn Investors Trust
Pennsylvania
$1.4M 59,525 +4,215 +8%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$1.38M 58,551 -2,550 -4%
MOACM
96
Mutual of America Capital Management
New York
$1.38M 58,414 +3,049 +6%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$1.33M 56,470 +34,300 +155%
CG
98
Clinton Group
New York
$1.32M 56,237 -4,055 -7%
EGM
99
Engineers Gate Manager
New York
$1.27M 53,997 +53,997 New
Comerica Bank
100
Comerica Bank
Texas
$1.24M 55,530 -2,405 -4%
2 3
4
5 6