WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$283M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.1M
3
State Street
3
State Street
Massachusetts
$59.2M
4
Invesco
4
Invesco
Georgia
$67M
5
GXMC
5
Global X Management Company
New York
$7.73M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.3M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$18.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$2.79M
5
LCP
5
Lombardia Capital Partners
California
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
GC
76
Guggenheim Capital
Illinois
$1.78M 104,780 -6,449 -6%
RA
77
Royce & Associates
New York
$1.74M 102,281 – –
WAM
78
Wolverine Asset Management
Illinois
$1.7M 100,000 +15,000 +18%
O
79
OppenheimerFunds
New York
$1.64M 96,632 +24,080 +33%
MC
80
Menta Capital
California
$1.63M 95,818 +23,501 +32%
Barrow, Hanley, Mewhinney & Strauss
81
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.58M 92,975 +3,251 +4%
DCM
82
Dupont Capital Management
Delaware
$1.52M 89,269 -44,114 -33%
CS
83
Credit Suisse
Switzerland
$1.5M 88,410 -77,227 -47%
UBS AM
84
UBS AM
Illinois
$1.49M 87,469 +19,565 +29%
SCM
85
Stevens Capital Management
Pennsylvania
$1.47M 86,589 +31,660 +58%
Comerica Bank
86
Comerica Bank
Texas
$1.44M 80,902 +19,691 +32%
EGM
87
Engineers Gate Manager
New York
$1.42M 83,469 +58,169 +230%
SSA
88
Schonfeld Strategic Advisors
New York
$1.4M 82,585 +64,469 +356%
TD Asset Management
89
TD Asset Management
Ontario, Canada
$1.19M 69,720 +26,320 +61%
MOACM
90
Mutual of America Capital Management
New York
$1.15M 67,713 +6,256 +10%
VKH
91
Virtu KCG Holdings
New York
$1.1M 64,538 +29,806 +86%
TPSF
92
Texas Permanent School Fund
Texas
$1.04M 61,016 +619 +1%
RT
93
Rockland Trust
Massachusetts
$972K 57,202 +2,633 +5%
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$969K 57,026 – –
CPO
95
Cerity Partners OCIO
New York
$874K 51,420 +3,273 +7%
AIA
96
Allegis Investment Advisors
Idaho
$870K 51,190 +8,134 +19%
ISL
97
Ingalls & Snyder LLC
New York
$838K 49,323 – –
Canada Life
98
Canada Life
Manitoba, Canada
$829K 48,796 +2,405 +5%
LCP
99
Lombardia Capital Partners
California
$816K 47,991 -327,981 -87%
NI
100
Numeric Investors
Massachusetts
$797K 46,900 -5,100 -10%
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4
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