WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$1.56M 77,072 +36,664 +91%
CC
102
Cipher Capital
New York
$1.49M 73,712 +24,905 +51%
ACI
103
AMP Capital Investors
Australia
$1.47M 74,567 -5,800 -7%
DCM
104
Dupont Capital Management
Delaware
$1.38M 68,280 – –
VRS
105
Virginia Retirement Systems
Virginia
$1.35M 66,800 +2,000 +3%
TI
106
Trexquant Investment
Connecticut
$1.33M 65,740 +54,275 +473%
SCM
107
Sterling Capital Management
North Carolina
$1.25M 61,908 +61,908 New
HF
108
HRT Financial
New York
$1.24M 61,600 +61,600 New
State of Tennessee, Department of Treasury
109
State of Tennessee, Department of Treasury
Tennessee
$1.23M 61,069 -6,413 -10%
QC
110
Quadrature Capital
United Kingdom
$1.23M 60,860 +60,860 New
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.21M 59,667 -1,930 -3%
Balyasny Asset Management
112
Balyasny Asset Management
Illinois
$1.19M 58,886 +58,886 New
USAA
113
United Services Automobile Association
Texas
$1.18M 58,321 +14,071 +32%
SRAM
114
Stone Ridge Asset Management
New York
$1.17M 57,956 – –
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$1.15M 57,026 – –
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M 56,708 +22,943 +68%
Thrivent Financial for Lutherans
117
Thrivent Financial for Lutherans
Minnesota
$1.13M 55,970 +4,077 +8%
TPSF
118
Texas Permanent School Fund
Texas
$1.11M 55,041 -1,315 -2%
PA
119
Pinnacle Associates
New York
$1.11M 54,895 -2,100 -4%
MAM
120
Martingale Asset Management
Massachusetts
$1.09M 53,700 +53,700 New
Public Sector Pension Investment Board (PSP Investments)
121
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M 52,838 – –
AIG
122
American International Group
New York
$1.04M 51,392 -13,486 -21%
FP
123
Factorial Partners
New York
$1.01M 50,000 -16,000 -24%
AAA
124
Adams Asset Advisors
Texas
$999K 49,464 – –
ISL
125
Ingalls & Snyder LLC
New York
$997K 49,323 – –
3 4
5
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