WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.4M
4
CEP
4
Chicago Equity Partners
Illinois
$11.3M
5
CC
5
Carlson Capital
Texas
$11M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65K
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$46.4M
3
Invesco
3
Invesco
Georgia
$87.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$14.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SRAM
101
Stone Ridge Asset Management
New York
$1.3M 57,956 +57,956 New
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$1.27M 57,026 – –
PA
103
Pinnacle Associates
New York
$1.27M 56,995 -7,265 -11%
TPSF
104
Texas Permanent School Fund
Texas
$1.26M 56,356 -4,669 -8%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$1.19M 53,297 -29,803 -36%
Public Sector Pension Investment Board (PSP Investments)
106
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.18M 52,838 – –
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$1.16M 51,893 +1,023 +2%
JIM
108
Jupiter Investment Management
United Kingdom
$1.12M 50,156 +50,156 New
AAA
109
Adams Asset Advisors
Texas
$1.11M 49,464 – –
ISL
110
Ingalls & Snyder LLC
New York
$1.1M 49,323 – –
CC
111
Cipher Capital
New York
$1.09M 48,807 +28,057 +135%
Holocene Advisors
112
Holocene Advisors
New York
$1.07M 47,914 +47,914 New
USAA
113
United Services Automobile Association
Texas
$989K 44,250 – –
Hotchkis & Wiley Capital Management
114
Hotchkis & Wiley Capital Management
California
$910K 40,729 +40,729 New
Stifel Financial
115
Stifel Financial
Missouri
$902K 40,408 +103 +0.3%
MIM
116
MetLife Investment Management
New Jersey
$871K 38,993 +38,993 New
Victory Capital Management
117
Victory Capital Management
Texas
$846K 37,889 +2,299 +6%
O
118
OppenheimerFunds
New York
$838K 37,549 -6,889 -16%
RCM
119
Radnor Capital Management
Pennsylvania
$824K 36,900 +100 +0.3%
LSERS
120
Louisiana State Employees Retirement System
Louisiana
$802K 35,900 +2,000 +6%
Allianz Asset Management
121
Allianz Asset Management
Germany
$790K 35,384 +35,384 New
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$785K 35,125 -3,941 -10%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$754K 33,765 – –
AIA
124
Arrow Investment Advisors
Maryland
$753K 33,700 -500 -1%
American Century Companies
125
American Century Companies
Missouri
$725K 32,448 +240 +0.7%
3 4
5
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