WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

Holders
248
Holders Change
+9
Holders Change %
+3.77%
% of All Funds
5.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
34
Increased
79
Reduced
91
Closed
24
Calls
$3.44M
Puts
$1.19M
Net Calls
+$2.25M
Net Calls Change
+$1.22M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$34.2M
2
Wells Fargo
2
Wells Fargo
California
$24M
3
WI
3
WBI Investments
New Jersey
$9.42M
4
Brown Advisory
4
Brown Advisory
Maryland
$6.85M
5
GLA
5
Great Lakes Advisors
Illinois
$6.11M

Top Sellers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$4.72M
2
JIM
2
Jupiter Investment Management
United Kingdom
$7.86M
3
AAMU
3
Amundi Asset Management US
Massachusetts
$2.9M
4
TCIM
4
TIAA CREF Investment Management
New York
$3.46M
5
Millennium Management
5
Millennium Management
New York
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
GH
101
GAM Holding
Switzerland
$1.36M 64,301 +2,531 +4%
Holocene Advisors
102
Holocene Advisors
New York
$1.31M 62,021 +33,113 +115%
AIG
103
American International Group
New York
$1.3M 61,328 -559 -0.9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$1.24M 58,739 -52,717 -47%
MAM
105
Martingale Asset Management
Massachusetts
$1.23M 58,163 +58,163 New
BLA
106
Balter Liquid Alternatives
Massachusetts
$1.22M 57,649 +6,186 +12%
Public Sector Pension Investment Board (PSP Investments)
107
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.22M 57,568 +4,730 +9%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$1.21M 57,026 – –
BCM
109
BlueCrest Capital Management
Jersey
$1.18M 55,718 +28,179 +102%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.15M 54,103 -2,173 -4%
State of Tennessee, Department of Treasury
111
State of Tennessee, Department of Treasury
Tennessee
$1.1M 51,702 -5,618 -10%
USAA
112
United Services Automobile Association
Texas
$1.08M 51,081 -7,240 -12%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M 50,633 -8,650 -15%
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$1.07M 50,552 +819 +2%
TPSF
115
Texas Permanent School Fund
Texas
$1.06M 50,185 -2,762 -5%
FP
116
Factorial Partners
New York
$1.06M 50,000 – –
SRAM
117
Stone Ridge Asset Management
New York
$1.05M 49,706 +600 +1%
ISL
118
Ingalls & Snyder LLC
New York
$1.05M 49,323 – –
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.04M 49,194 -7,514 -13%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$967K 45,690 +969 +2%
Victory Capital Management
121
Victory Capital Management
Texas
$966K 45,598 +3,023 +7%
HAG
122
HighPoint Advisor Group
Illinois
$873K 42,614 +42,614 New
Stifel Financial
123
Stifel Financial
Missouri
$829K 39,155 -737 -2%
O
124
OppenheimerFunds
New York
$808K 38,138 +672 +2%
CIC
125
Cornercap Investment Counsel
Georgia
$804K 37,975 +37,975 New
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5
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