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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

237 hedge funds and large institutions have $1.25B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 69

39% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $2.83M

4% more capital invested

Capital invested by funds: $1.2B → $1.25B (+$49.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 245237 (-8)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
6.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
101
Reduced
69
Closed
37
Calls
$3.92M
Puts
$2.83M
Net Calls
+$1.1M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
76
Menta Capital
California
$1.41M +$398K +21,869 +39%
CIP
77
Convergence Investment Partners
Florida
$1.27M +$250K +13,733 +24%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$1.26M +$728K +39,950 +135%
HHC
79
Hutchin Hill Capital
New York
$1.24M +$1.25M +68,500 New
SB
80
Suntrust Banks
Georgia
$1.21M
VKH
81
Virtu KCG Holdings
New York
$1.21M -$2.75K -151 -0.2%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$1.18M +$1.19M +65,097 New
SEI Investments
83
SEI Investments
Pennsylvania
$1.16M -$19.1K -1,048 -2%
AP
84
AHL Partners
United Kingdom
$1.16M +$1.16M +63,898 New
MOACM
85
Mutual of America Capital Management
New York
$1.15M +$84.7K +4,646 +8%
TPSF
86
Texas Permanent School Fund
Texas
$1.15M +$14.6K +799 +1%
VNA
87
Valley National Advisers
Pennsylvania
$1.08M -$5.78K -317 -0.5%
Truist Financial
88
Truist Financial
North Carolina
$1.08M +$25.5K +1,402 +2%
Stifel Financial
89
Stifel Financial
Missouri
$1.07M -$1.76M -96,384 -62%
Barrow, Hanley, Mewhinney & Strauss
90
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.05M +$1.06M +58,053 New
Citigroup
91
Citigroup
New York
$1.05M +$11.2K +616 +1%
RT
92
Rockland Trust
Massachusetts
$1.05M +$62.4K +3,424 +6%
PWS
93
Peloton Wealth Strategists
Indiana
$1.04M +$1.04M +57,300 New
ZCM
94
Zebra Capital Management
Connecticut
$1.04M -$450K -24,719 -30%
State Board of Administration of Florida Retirement System
95
State Board of Administration of Florida Retirement System
Florida
$1.04M -$3.46K -190 -0.3%
GC
96
Guggenheim Capital
Illinois
$1.03M -$3.06M -167,927 -75%
Comerica Bank
97
Comerica Bank
Texas
$1.02M +$23.6K +1,297 +2%
Legal & General Group
98
Legal & General Group
United Kingdom
$997K -$22.3K -1,222 -2%
N
99
Nuveen
North Carolina
$971K
Canada Life
100
Canada Life
Manitoba, Canada
$921K