We are live on ! Find out more
WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BA
76
BlackRock Advisors
Delaware
$2.34M +$89.9K +3,701 +4%
SCM
77
Stevens Capital Management
Pennsylvania
$2.09M +$307K +12,622 +17%
PAM
78
Princeton Alpha Management
New Jersey
$2.08M +$1.47M +60,525 +217%
UBS AM
79
UBS AM
Illinois
$1.99M -$364 -15 -0%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$1.83M +$25.4K +1,044 +1%
AG
81
Aperio Group
California
$1.77M +$10.5K +431 +0.6%
DCM
82
Dean Capital Management
Kansas
$1.72M +$346K +14,225 +24%
UBS Group
83
UBS Group
Switzerland
$1.63M +$1.5M +61,815 +857%
SB
84
Suntrust Banks
Georgia
$1.57M
BlackRock
85
BlackRock
New York
$1.57M +$761K +31,321 +88%
TPSF
86
Texas Permanent School Fund
Texas
$1.54M -$81.7K -3,362 -5%
AllianceBernstein
87
AllianceBernstein
Tennessee
$1.54M -$3.16K -130 -0.2%
TA
88
Teachers Advisors
New York
$1.52M
ZCM
89
Zebra Capital Management
Connecticut
$1.5M +$853K +35,106 +122%
CC
90
Cipher Capital
New York
$1.5M +$1.37M +56,396 +758%
PWS
91
Peloton Wealth Strategists
Indiana
$1.48M +$510K +21,000 +50%
VNA
92
Valley National Advisers
Pennsylvania
$1.44M +$24.8K +1,019 +2%
JP Morgan Chase
93
JP Morgan Chase
New York
$1.4M -$71.1K -2,926 -5%
NPIT
94
National Penn Investors Trust
Pennsylvania
$1.4M +$102K +4,215 +8%
State of Wisconsin Investment Board
95
State of Wisconsin Investment Board
Wisconsin
$1.38M -$61.9K -2,550 -4%
MOACM
96
Mutual of America Capital Management
New York
$1.38M +$74.1K +3,049 +6%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$1.33M +$833K +34,300 +155%
CG
98
Clinton Group
New York
$1.32M -$98.5K -4,055 -7%
EGM
99
Engineers Gate Manager
New York
$1.27M +$1.31M +53,997 New
Comerica Bank
100
Comerica Bank
Texas
$1.24M -$58.4K -2,405 -4%