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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TU
101
TDAM USA
Ontario, Canada
$1.23M +$71.7K +2,953 +6%
NB
102
Norinchukin Bank
Japan
$1.22M +$1.26M +52,000 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$1.22M +$64.1K +2,640 +5%
ISL
104
Ingalls & Snyder LLC
New York
$1.16M
AFA
105
Abacus FCF Advisors
Florida
$1.14M -$340K -14,004 -22%
KBC Group
106
KBC Group
Belgium
$1.14M +$1.14M +46,755 +2,525%
Nisa Investment Advisors
107
Nisa Investment Advisors
Missouri
$1.12M -$996K -41,000 -46%
RT
108
Rockland Trust
Massachusetts
$1.08M +$614K +25,260 +121%
DCM
109
Dupont Capital Management
Delaware
$1.06M +$1.09M +45,000 New
RQS
110
Ramsey Quantitative Systems
Kentucky
$1.05M +$239K +9,824 +28%
DCM
111
Dynamic Capital Management
Jersey
$1.04M +$418K +17,191 +64%
ASRS
112
Arizona State Retirement System
Arizona
$980K +$17K +700 +2%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$971K +$113K +4,670 +13%
CCMH
114
Cornerstone Capital Management Holdings
New York
$906K +$573K +23,580 +158%
Credit Agricole
115
Credit Agricole
France
$891K -$475K -19,540 -34%
B
116
BancorpSouth
Mississippi
$866K +$894K +36,814 New
Legal & General Group
117
Legal & General Group
United Kingdom
$858K +$325K +13,379 +58%
CSS
118
Cubist Systematic Strategies
Connecticut
$846K -$296K -12,196 -25%
MSA
119
Mason Street Advisors
Wisconsin
$838K +$20.3K +836 +2%
AAM
120
Auxier Asset Management
Oregon
$824K
VKH
121
Virtu KCG Holdings
New York
$821K +$20.8K +857 +3%
Tudor Investment Corp
122
Tudor Investment Corp
Connecticut
$817K +$119K +4,919 +17%
RA
123
Royce & Associates
New York
$791K -$20M -823,000 -96%
LMGAM
124
Liberty Mutual Group Asset Management
Massachusetts
$775K -$498K -20,484 -38%
SOMRS
125
State of Michigan Retirement System
Michigan
$767K -$4.86K -200 -0.6%