WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$206M
2
Invesco
2
Invesco
Georgia
$38.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$22.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$177M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$109M
3
Victory Capital Management
3
Victory Capital Management
Texas
$225K
4
RA
4
Royce & Associates
New York
$791K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
TU
101
TDAM USA
Ontario, Canada
$1.23M 52,377 +2,953 +6%
NB
102
Norinchukin Bank
Japan
$1.22M 52,000 +52,000 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$1.22M 51,743 +2,640 +5%
ISL
104
Ingalls & Snyder LLC
New York
$1.16M 49,323 – –
AFA
105
Abacus FCF Advisors
Florida
$1.14M 48,607 -14,004 -22%
KBC Group
106
KBC Group
Belgium
$1.14M 48,607 +46,755 +2,525%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.12M 47,730 -41,000 -46%
RT
108
Rockland Trust
Massachusetts
$1.08M 46,070 +25,260 +121%
DCM
109
Dupont Capital Management
Delaware
$1.06M 45,000 +45,000 New
RQS
110
Ramsey Quantitative Systems
Kentucky
$1.05M 44,435 +9,824 +28%
DCM
111
Dynamic Capital Management
Jersey
$1.04M 44,053 +17,191 +64%
ASRS
112
Arizona State Retirement System
Arizona
$980K 41,632 +700 +2%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$971K 41,235 +4,670 +13%
CCMH
114
Cornerstone Capital Management Holdings
New York
$906K 38,500 +23,580 +158%
Credit Agricole
115
Credit Agricole
France
$891K 37,836 -19,540 -34%
B
116
BancorpSouth
Mississippi
$866K 36,814 +36,814 New
Legal & General Group
117
Legal & General Group
United Kingdom
$858K 36,467 +13,379 +58%
CSS
118
Cubist Systematic Strategies
Connecticut
$846K 35,953 -12,196 -25%
MSA
119
Mason Street Advisors
Wisconsin
$838K 35,597 +836 +2%
AAM
120
Auxier Asset Management
Oregon
$824K 35,008 – –
VKH
121
Virtu KCG Holdings
New York
$821K 34,875 +857 +3%
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$817K 34,720 +4,919 +17%
RA
123
Royce & Associates
New York
$791K 33,600 -823,000 -96%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$775K 32,919 -20,484 -38%
SOMRS
125
State of Michigan Retirement System
Michigan
$767K 32,600 -200 -0.6%
3 4
5
6 7