WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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296 hedge funds and large institutions have $3.63B invested in Waddell & Reed Financial, Inc. in 2015 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 93 increasing their positions, 116 reducing their positions, and 59 closing their positions.

Holders
296
Holders Change
-19
Holders Change %
-6.03%
% of All Funds
7.9%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
93
Reduced
116
Closed
59
Calls
$2.27M
Puts
$540K
Net Calls
+$1.73M
Net Calls Change
+$540K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$284M
2
LCOV
2
London Company of Virginia
Virginia
$149M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$60.4M
4
HCM
4
Hamlin Capital Management
New York
$47.7M
5
RA
5
Royce & Associates
New York
$83.7M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$101M
2
BIT
2
BlackRock Institutional Trust
California
$120M
3
Millennium Management
3
Millennium Management
New York
$13M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
JIM
5
Jupiter Investment Management
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Credit Agricole
126
Credit Agricole
France
$2.14M 43,259 – –
USAA
127
United Services Automobile Association
Texas
$2.05M 41,434 -17,402 -30%
GIA
128
Gargoyle Investment Advisor
New Jersey
$2.01M 40,484 +40,484 New
MPI
129
Mairs & Power Inc
Minnesota
$1.92M 38,800 +20,900 +117%
SOMRS
130
State of Michigan Retirement System
Michigan
$1.88M 37,900 -1,900 -5%
DIA
131
Davidson Investment Advisors
Montana
$1.81M 36,699 -15,990 -30%
AAM
132
Auxier Asset Management
Oregon
$1.73M 35,008 – –
AC
133
Addenda Capital
Quebec, Canada
$1.72M 34,817 -10,677 -23%
AG
134
Aperio Group
California
$1.72M 34,651 +5,063 +17%
MSA
135
Mason Street Advisors
Wisconsin
$1.67M 33,656 -8,243 -20%
Citigroup
136
Citigroup
New York
$1.66M 33,444 +9,670 +41%
MM
137
Midas Management
New York
$1.64M 33,000 – –
HighTower Advisors
138
HighTower Advisors
Illinois
$1.53M 30,923 +750 +2%
CB
139
Commerce Bank
Missouri
$1.52M 30,766 +705 +2%
ZCM
140
Zebra Capital Management
Connecticut
$1.47M 29,743 -2,486 -8%
WBG
141
Wharton Business Group
Pennsylvania
$1.46M 29,450 +29,450 New
KFC
142
Klingenstein Fields & Co
New York
$1.41M 28,349 – –
LMGAM
143
Liberty Mutual Group Asset Management
Massachusetts
$1.41M 28,361 +1,168 +4%
LIM
144
Leavell Investment Management
Alabama
$1.29M 25,962 +1,084 +4%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$1.27M 25,635 +900 +4%
CONA
146
Capital One National Association
New York
$1.26M 25,484 -393 -2%
ProShare Advisors
147
ProShare Advisors
Maryland
$1.26M 25,446 -3,058 -11%
M&T Bank
148
M&T Bank
New York
$1.26M 25,443 +13,780 +118%
MERSOM
149
Municipal Employees' Retirement System of Michigan
Michigan
$1.25M 25,300 -2,120 -8%
BG
150
Bahl & Gaynor
Ohio
$1.25M 25,141 +4,194 +20%
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