WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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245 hedge funds and large institutions have $1.2B invested in Waddell & Reed Financial, Inc. in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 106 increasing their positions, 72 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-9
Holders Change %
-3.54%
% of All Funds
6.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
39
Increased
106
Reduced
72
Closed
45
Calls
$1.49M
Puts
$3.79M
Net Calls
-$2.3M
Net Calls Change
-$1.1M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46.9M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$26.8M
3
Invesco
3
Invesco
Georgia
$47.4M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$11.1M
5
State Street
5
State Street
Massachusetts
$49.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$32.5M
2
HCM
2
Herndon Capital Management
Georgia
$1K
3
EIP
3
Epoch Investment Partners
New York
$0
4
AL
4
AJO LP
Pennsylvania
$705K
5
HCM
5
Hodges Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Analytic Investors
California
$1.8M -$3.6M -209,373 -67%
Wells Fargo
77
Wells Fargo
California
$1.66M +$1.13M +65,752 +216%
DCM
78
Dynamic Capital Management
Jersey
$1.62M +$862K +50,053 +114%
CC
79
Cipher Capital
New York
$1.58M +$480K +27,860 +44%
TI
80
Trexquant Investment
Connecticut
$1.51M +$1.24M +71,849 +462%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.5M +$1.5M +87,045 New
CSS
82
Cubist Systematic Strategies
Connecticut
$1.47M +$847K +49,193 +137%
UBS AM
83
UBS AM
Illinois
$1.47M +$10.2K +595 +0.7%
ZCM
84
Zebra Capital Management
Connecticut
$1.41M +$311K +18,046 +28%
SCM
85
Stevens Capital Management
Pennsylvania
$1.4M -$131K -7,579 -9%
AG
86
Aperio Group
California
$1.39M +$92.3K +5,358 +7%
PAM
87
Princeton Alpha Management
New Jersey
$1.31M -$213K -12,350 -14%
Connor, Clark & Lunn Investment Management (CC&L)
88
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.29M +$969K +56,275 +301%
Jacobs Levy Equity Management
89
Jacobs Levy Equity Management
New Jersey
$1.21M +$1.21M +70,500 New
PP
90
Paloma Partners
Connecticut
$1.16M +$754K +43,769 +185%
BlackRock
91
BlackRock
New York
$1.15M -$1.34K -78 -0.1%
SB
92
Suntrust Banks
Georgia
$1.15M – – –
VKH
93
Virtu KCG Holdings
New York
$1.15M +$546K +31,694 +91%
SEI Investments
94
SEI Investments
Pennsylvania
$1.12M +$1.07M +62,263 +2,374%
TD Asset Management
95
TD Asset Management
Ontario, Canada
$1.09M +$119K +6,900 +12%
Comerica Bank
96
Comerica Bank
Texas
$1.08M +$16.8K +880 +2%
TPSF
97
Texas Permanent School Fund
Texas
$1.07M -$57.5K -3,338 -5%
VNA
98
Valley National Advisers
Pennsylvania
$1.03M -$22.5K -1,308 -2%
MOACM
99
Mutual of America Capital Management
New York
$1.01M +$6.42K +373 +0.6%
Truist Financial
100
Truist Financial
North Carolina
$999K +$999K +58,045 New
2 3
4
5 6