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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

239 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 71 increasing their positions, 96 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $2.29M

5% less funds holding

Funds holding: 252239 (-13)

14% less capital invested

Capital invested by funds: $1.66B → $1.43B (-$229M)

26% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 96

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
239
Holders Change
-13
Holders Change %
-5.16%
% of All Funds
5.47%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
71
Reduced
96
Closed
32
Calls
$3.32M
Puts
$2.29M
Net Calls
+$1.03M
Net Calls Change
+$5.45M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
101
State Board of Administration of Florida Retirement System
Florida
$1.02M
Ohio Public Employees Retirement System (OPERS)
102
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.02M
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.01M +$5.95K +306 +0.5%
SSA
104
Schonfeld Strategic Advisors
New York
$992K +$280K +14,386 +35%
SFI
105
Susquehanna Fundamental Investments
Pennsylvania
$967K +$1.05M +53,805 New
Connor, Clark & Lunn Investment Management (CC&L)
106
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$957K +$449K +23,075 +76%
BLA
107
Balter Liquid Alternatives
Massachusetts
$956K +$242K +12,456 +32%
TPSF
108
Texas Permanent School Fund
Texas
$951K -$40.7K -2,094 -4%
Public Sector Pension Investment Board (PSP Investments)
109
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$949K
ACI
110
AMP Capital Investors
Australia
$939K -$434K -22,300 -30%
DTL
111
Dynamic Technology Lab
Singapore
$902K +$976K +50,157 New
FP
112
Factorial Partners
New York
$899K
OSAM
113
O'Shaughnessy Asset Management
Connecticut
$892K +$198K +10,161 +26%
ISL
114
Ingalls & Snyder LLC
New York
$886K
SRAM
115
Stone Ridge Asset Management
New York
$882K -$172K -8,850 -15%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$864K -$750K -38,550 -44%
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$825K +$893K +45,935 New
Royal Bank of Canada
118
Royal Bank of Canada
Ontario, Canada
$804K +$24.4K +1,257 +3%
Victory Capital Management
119
Victory Capital Management
Texas
$765K +$16.4K +842 +2%
CC
120
Cipher Capital
New York
$741K -$632K -32,469 -44%
Stifel Financial
121
Stifel Financial
Missouri
$717K -$723K -37,180 -48%
MIM
122
MetLife Investment Management
New Jersey
$701K
O
123
OppenheimerFunds
New York
$673K +$33.6K +1,725 +5%
PA
124
Pinnacle Associates
New York
$667K -$346K -17,793 -32%
LSERS
125
Louisiana State Employees Retirement System
Louisiana
$659K -$3.89K -200 -0.5%