WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

245 hedge funds and large institutions have $1.43B invested in Waddell & Reed Financial, Inc. in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 77 increasing their positions, 91 reducing their positions, and 34 closing their positions.

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
5.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
77
Reduced
91
Closed
34
Calls
$2.24M
Puts
$1.08M
Net Calls
+$1.16M
Net Calls Change
-$1.08M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$52.4M
2
APG Asset Management
2
APG Asset Management
Netherlands
$15.8M
3
Brown Advisory
3
Brown Advisory
Maryland
$16.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$27.5M
5
BCM
5
Bridgeway Capital Management
Texas
$7.43M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.04M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$72.3M
4
WI
4
WBI Investments
New Jersey
$0
5
Prudential Financial
5
Prudential Financial
New Jersey
$2.92M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$987K 54,596 +5,402 +11%
WGA
102
Weather Gauge Advisory
Virginia
$962K 53,228 +53,228 New
TPSF
103
Texas Permanent School Fund
Texas
$927K 51,251 +1,066 +2%
USAA
104
United Services Automobile Association
Texas
$924K 51,081 – –
GC
105
Guggenheim Capital
Illinois
$920K 50,897 -37,079 -42%
FP
106
Factorial Partners
New York
$904K 50,000 – –
Victory Capital Management
107
Victory Capital Management
Texas
$900K 49,753 +4,155 +9%
ISL
108
Ingalls & Snyder LLC
New York
$892K 49,323 – –
MAM
109
Martingale Asset Management
Massachusetts
$889K 49,148 -9,015 -15%
SRAM
110
Stone Ridge Asset Management
New York
$889K 49,157 -549 -1%
Barclays
111
Barclays
United Kingdom
$871K 48,188 -81,670 -63%
GH
112
GAM Holding
Switzerland
$842K 47,249 -17,052 -27%
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$839K 46,405 -4,228 -8%
TI
114
Trexquant Investment
Connecticut
$835K 46,200 +31,051 +205%
SEI Investments
115
SEI Investments
Pennsylvania
$717K 37,680 +26,648 +242%
Stifel Financial
116
Stifel Financial
Missouri
$708K 39,155 – –
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$705K 38,996 +38,996 New
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$682K 37,744 +37,744 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$665K 36,766 -8,924 -20%
SOADOR
120
State of Alaska Department of Revenue
Alaska
$665K 36,871 -508 -1%
LIM
121
Leavell Investment Management
Alabama
$656K 36,309 -225 -0.6%
Wellington Management Group
122
Wellington Management Group
Massachusetts
$655K 36,262 +36,262 New
BC
123
Burney Company
Virginia
$651K 35,992 +25,136 +232%
MIM
124
MetLife Investment Management
New Jersey
$608K 33,654 – –
OSIA
125
O'Shares Investment Advisers
Massachusetts
$599K 33,121 +33,121 New
3 4
5
6 7