WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

246 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
71
Reduced
102
Closed
30
Calls
$659K
Puts
$11.4M
Net Calls
-$10.7M
Net Calls Change
-$11.9M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$31.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.99M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.32M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$11.5M

Top Sellers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.8M
2
State Street
2
State Street
Massachusetts
$40M
3
JIM
3
Jupiter Investment Management
United Kingdom
$3.35M
4
FIM
4
Foresters Investment Management
New York
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$2.11M 122,011 +499 +0.4%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$2.1M 121,624 -7,024 -5%
ASRS
78
Arizona State Retirement System
Arizona
$2.04M 117,752 -2,858 -2%
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$1.97M 113,725 -8,322 -7%
IECM
80
Intrinsic Edge Capital Management
Illinois
$1.96M 113,212 +113,212 New
UBS AM
81
UBS AM
Illinois
$1.93M 111,556 +7,375 +7%
BC
82
Burney Company
Virginia
$1.83M 105,579 +69,587 +193%
SEI Investments
83
SEI Investments
Pennsylvania
$1.77M 101,025 +63,345 +168%
Canada Life
84
Canada Life
Manitoba, Canada
$1.75M 101,153 -5,129 -5%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.7M 98,050 +43,454 +80%
KBC Group
86
KBC Group
Belgium
$1.62M 93,738 -55,704 -37%
Comerica Bank
87
Comerica Bank
Texas
$1.56M 86,560 +812 +0.9%
Millennium Management
88
Millennium Management
New York
$1.39M 80,205 +68,050 +560%
CIM
89
Cambria Investment Management
California
$1.38M 79,734 -6,321 -7%
BLA
90
Balter Liquid Alternatives
Massachusetts
$1.37M 79,350 -25,637 -24%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$1.3M 75,445 -23,244 -24%
Barclays
92
Barclays
United Kingdom
$1.28M 73,753 +25,565 +53%
AG
93
Aperio Group
California
$1.22M 70,818 -14,003 -17%
Public Sector Pension Investment Board (PSP Investments)
94
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.21M 69,768 -100 -0.1%
Victory Capital Management
95
Victory Capital Management
Texas
$1.18M 68,340 +18,587 +37%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.18M 68,000 -3,000 -4%
PI
97
PineBridge Investments
New York
$1.14M 65,928 -29,890 -31%
KAS
98
Kemnay Advisory Services
New York
$1.1M 63,345 -449 -0.7%
WI
99
WBI Investments
New Jersey
$1.08M 62,661 +62,661 New
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$1.04M 59,887 +4,568 +8%
2 3
4
5 6