WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M

Top Buyers

1
BlackRock
1
BlackRock
New York
$210M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$8.92M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$84.3M
4
Norges Bank
4
Norges Bank
Norway
$20.6M
5
JIM
5
Jupiter Investment Management
United Kingdom
$14.2M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$2.51M
2
CEP
2
Chicago Equity Partners
Illinois
$219K
3
PP
3
Paloma Partners
Connecticut
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$9.12M
5
Man Group
5
Man Group
United Kingdom
$5.37M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$2.18M 121,439 -427,669 -78%
UBS Group
77
UBS Group
Switzerland
$2.16M 119,922 -19,266 -14%
ASRS
78
Arizona State Retirement System
Arizona
$2.15M 119,398 -11,725 -9%
Allianz Asset Management
79
Allianz Asset Management
Germany
$2M 111,456 -31,906 -22%
VOYA Investment Management
80
VOYA Investment Management
Georgia
$1.99M 110,641 -2,267 -2%
Canada Life
81
Canada Life
Manitoba, Canada
$1.92M 106,850 -5,272 -5%
JIR
82
James Investment Research
Ohio
$1.89M 105,165 +16,209 +18%
Nisa Investment Advisors
83
Nisa Investment Advisors
Missouri
$1.86M 103,450 +12,000 +13%
Comerica Bank
84
Comerica Bank
Texas
$1.81M 96,155 -894 -0.9%
UBS AM
85
UBS AM
Illinois
$1.79M 99,635 -652 -0.7%
RA
86
Royce & Associates
New York
$1.72M 95,919 +581 +0.6%
CS
87
Credit Suisse
Switzerland
$1.66M 92,306 -9,408 -9%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$1.57M 87,406 -17,292 -17%
BPM
89
Bowling Portfolio Management
Ohio
$1.49M 83,035 -18,723 -18%
CIM
90
Cambria Investment Management
California
$1.46M 81,159 +81,159 New
AG
91
Aperio Group
California
$1.36M 75,894 -9,308 -11%
Barclays
92
Barclays
United Kingdom
$1.26M 70,329 -237,330 -77%
IP
93
Interval Partners
New York
$1.23M 68,617 -298,440 -81%
DCM
94
Dupont Capital Management
Delaware
$1.23M 68,280 – –
AIG
95
American International Group
New York
$1.11M 61,887 +10,495 +20%
GH
96
GAM Holding
Switzerland
$1.11M 61,770 -18,818 -23%
MC
97
Menta Capital
California
$1.1M 61,115 -78,263 -56%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M 59,283 -384 -0.6%
USAA
99
United Services Automobile Association
Texas
$1.05M 58,321 – –
State of Tennessee, Department of Treasury
100
State of Tennessee, Department of Treasury
Tennessee
$1.03M 57,320 -3,749 -6%
2 3
4
5 6