WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$284M
2
LCOV
2
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
4
Hamlin Capital Management
New York
$47.7M
5
RA
5
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
BIT
2
BlackRock Institutional Trust
California
$120M
3
Millennium Management
3
Millennium Management
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SFP
101
Santa Fe Partners
New Mexico
$3.52M 71,083 +24,174 +52%
MPM
102
Meritage Portfolio Management
Kansas
$3.51M 70,805 +70,805 New
SB
103
Suntrust Banks
Georgia
$3.37M 67,988 -60,000 -47%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$3.34M 67,508 +3,196 +5%
BT
105
Beacon Trust
New Jersey
$3.31M 66,709 +66,709 New
AllianceBernstein
106
AllianceBernstein
Tennessee
$3.27M 65,935 -304,274 -82%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$3.21M 64,711 -1,780 -3%
Federated Hermes
108
Federated Hermes
Pennsylvania
$3.19M 64,352 -37,950 -37%
SAG
109
Sterne Agee Group
Alabama
$3.14M 63,379 – –
Comerica Bank
110
Comerica Bank
Texas
$3.14M 63,362 -62,058 -49%
FQ
111
First Quadrant
California
$3.1M 62,500 +62,500 New
RIA
112
Regal Investment Advisors
Michigan
$3.02M 61,030 +61,030 New
TA
113
Teachers Advisors
New York
$3.02M 60,927 +975 +2%
GC
114
Grimes & Company
Massachusetts
$2.93M 59,091 +36,814 +165%
VNA
115
Valley National Advisers
Pennsylvania
$2.92M 58,855 -5,775 -9%
NPIT
116
National Penn Investors Trust
Pennsylvania
$2.92M 58,860 +435 +0.7%
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$2.88M 58,090 +50,117 +629%
First Trust Advisors
118
First Trust Advisors
Illinois
$2.85M 57,555 +57,555 New
Nuveen Asset Management
119
Nuveen Asset Management
Illinois
$2.76M 55,682 -5,620 -9%
BTS
120
BB&T Securities
Virginia
$2.66M 5,369 -595 -10%
MOACM
121
Mutual of America Capital Management
New York
$2.64M 53,288 +541 +1%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$2.58M 52,080 -99 -0.2%
ISL
123
Ingalls & Snyder LLC
New York
$2.53M 51,019 -206 -0.4%
NIP
124
Nicholas Investment Partners
California
$2.46M 49,727 +49,727 New
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$2.37M 47,730 +100 +0.2%
3 4
5
6 7