WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$154M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.2M
4
NAP
4
New Amsterdam Partners
New York
$27.4M
5
HCM
5
Herndon Capital Management
Georgia
$196M

Top Sellers

1
American Century Companies
1
American Century Companies
Missouri
$286K
2
TCP
2
TAMRO Capital Partners
Virginia
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$11.4M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$721K
5
RA
5
Royce & Associates
New York
$41.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SAG
126
Sterne Agee Group
Alabama
$2.85M 55,339 – –
CCMH
127
Cornerstone Capital Management Holdings
New York
$2.83M 54,901 -174,676 -76%
RJA
128
Raymond James & Associates
Florida
$2.75M 53,413 +9,720 +22%
BTS
129
BB&T Securities
Virginia
$2.74M 5,316 +131 +3%
MOACM
130
Mutual of America Capital Management
New York
$2.65M 51,538 -139 -0.3%
ISL
131
Ingalls & Snyder LLC
New York
$2.54M 49,323 – –
WBC
132
Westpac Banking Corp
Australia
$2.53M 49,200 – –
Invesco
133
Invesco
Georgia
$2.53M 49,127 +8,455 +21%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$2.49M 48,290 -11,588 -19%
Renaissance Technologies
135
Renaissance Technologies
New York
$2.47M 48,000 -107,100 -69%
NPIT
136
National Penn Investors Trust
Pennsylvania
$2.35M 45,683 +15,835 +53%
Natixis Advisors
137
Natixis Advisors
Massachusetts
$2.33M 45,255 -345 -0.8%
MSA
138
Mason Street Advisors
Wisconsin
$2.29M 44,450 -6,210 -12%
MAM
139
Martingale Asset Management
Massachusetts
$2.22M 43,150 -14,395 -25%
MCM
140
Moore Capital Management
New York
$2.06M 40,000 +40,000 New
SOMRS
141
State of Michigan Retirement System
Michigan
$2.05M 39,900 +400 +1%
AIP
142
Ameritas Investment Partners
Nebraska
$2.05M 39,784 +13,584 +52%
PP
143
PDT Partners
New York
$2.03M 39,462 +900 +2%
DIA
144
Davidson Investment Advisors
Montana
$2.02M 39,294 -1,005 -2%
WHG
145
Westwood Holdings Group
Texas
$2.01M 39,015 -1,850 -5%
SG Americas Securities
146
SG Americas Securities
New York
$1.91M 37,065 +29,664 +401%
WCM
147
Winton Capital Management
United Kingdom
$1.85M 35,947 +2,277 +7%
KCM
148
Kames Capital Management
United Kingdom
$1.85M 35,885 – –
CONA
149
Capital One National Association
New York
$1.81M 35,152 +1,907 +6%
IRF
150
IBM Retirement Fund
New York
$1.81M 35,106 -4,719 -12%
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