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 $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
Arrowstreet Capital
76
Arrowstreet Capital
Massachusetts
$2.94M 139,000 -875 -0.6%
Citigroup
77
Citigroup
New York
$2.93M 138,105 +16,666 +14%
AAMU
78
Amundi Asset Management US
Massachusetts
$2.9M 136,900 -359,600 -72%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$2.87M 135,647 -10,334 -7%
Barclays
80
Barclays
United Kingdom
$2.75M 129,858 +59,529 +85%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$2.66M 125,688 -3,295 -3%
ASRS
82
Arizona State Retirement System
Arizona
$2.45M 115,701 -3,697 -3%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$2.33M 109,974 -667 -0.6%
SFI
84
Susquehanna Fundamental Investments
Pennsylvania
$2.3M 108,588 +54,783 +102%
PI
85
PineBridge Investments
New York
$2.26M 106,765 -14,948 -12%
JIR
86
James Investment Research
Ohio
$2.23M 105,480 +315 +0.3%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$2.17M 102,290 -1,160 -1%
Canada Life
88
Canada Life
Manitoba, Canada
$2.16M 101,938 -4,912 -5%
UBS AM
89
UBS AM
Illinois
$2.08M 98,068 -1,567 -2%
RA
90
Royce & Associates
New York
$2.05M 96,737 +818 +0.9%
BCM
91
Bridgeway Capital Management
Texas
$1.97M 93,000 -40,000 -30%
Connor, Clark & Lunn Investment Management (CC&L)
92
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.96M 92,349 +39,099 +73%
GC
93
Guggenheim Capital
Illinois
$1.86M 87,976 -35,434 -29%
CS
94
Credit Suisse
Switzerland
$1.84M 86,684 -5,622 -6%
Comerica Bank
95
Comerica Bank
Texas
$1.75M 86,716 -9,439 -10%
CIM
96
Cambria Investment Management
California
$1.74M 82,335 +1,176 +1%
UBS Group
97
UBS Group
Switzerland
$1.58M 74,694 -45,228 -38%
AG
98
Aperio Group
California
$1.57M 74,022 -1,872 -2%
DCM
99
Dupont Capital Management
Delaware
$1.45M 68,280 – –
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$1.44M 68,125 -137,881 -67%
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4
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