WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
76
Axa
France
$2.51M 128,640 +128,640 New
Fiera Capital (Canada)
77
Fiera Capital (Canada)
Quebec, Canada
$2.27M 116,200 +9,500 +9%
GC
78
Guggenheim Capital
Illinois
$2.17M 111,229 +54,723 +97%
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$2.09M 106,935 +182 +0.2%
RA
80
Royce & Associates
New York
$2M 102,281 +68,681 +204%
CG
81
Clinton Group
New York
$1.93M 98,698 -43,497 -31%
HighTower Advisors
82
HighTower Advisors
Illinois
$1.91M 97,604 +67,908 +229%
Legal & General Group
83
Legal & General Group
United Kingdom
$1.91M 97,761 +42,609 +77%
Barrow, Hanley, Mewhinney & Strauss
84
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.75M 89,724 +31,671 +55%
DCM
85
Dynamic Capital Management
Jersey
$1.71M 87,655 +87,655 New
WAM
86
Wolverine Asset Management
Illinois
$1.66M 85,000 +85,000 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.53M 78,508 -86,166 -52%
Nuveen Asset Management
88
Nuveen Asset Management
Illinois
$1.51M 77,472 +23,976 +45%
O
89
OppenheimerFunds
New York
$1.42M 72,552 +29,034 +67%
MC
90
Menta Capital
California
$1.41M 72,317 -5,052 -7%
BlackRock
91
BlackRock
New York
$1.41M 72,146 -17,256 -19%
Squarepoint
92
Squarepoint
New York
$1.36M 69,482 +58,945 +559%
UBS AM
93
UBS AM
Illinois
$1.32M 67,904 -18,252 -21%
SEI Investments
94
SEI Investments
Pennsylvania
$1.24M 63,673 -165 -0.3%
MOACM
95
Mutual of America Capital Management
New York
$1.2M 61,457 -1,976 -3%
TPSF
96
Texas Permanent School Fund
Texas
$1.18M 60,397 -2,711 -4%
Comerica Bank
97
Comerica Bank
Texas
$1.16M 61,211 +3,504 +6%
Stifel Financial
98
Stifel Financial
Missouri
$1.13M 57,813 -1,183 -2%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$1.11M 57,026 – –
SCM
100
Stevens Capital Management
Pennsylvania
$1.07M 54,929 -40,383 -42%
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