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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
126
Wells Fargo
California
$717K +$211K +8,697 +40%
ACI
127
AMP Capital Investors
Australia
$696K +$43.7K +1,800 +7%
KFC
128
Klingenstein Fields & Co
New York
$667K
BF
129
BOK Financial
Oklahoma
$655K +$55.6K +2,290 +9%
OPERF
130
Oregon Public Employees Retirement Fund
Oregon
$643K +$26.1K +1,074 +4%
MERSOM
131
Municipal Employees' Retirement System of Michigan
Michigan
$641K +$8.26K +340 +1%
Commonwealth Equity Services
132
Commonwealth Equity Services
Massachusetts
$626K -$12.8K -528 -2%
LIM
133
Leavell Investment Management
Alabama
$626K +$41K +1,687 +7%
TG
134
TLP Group
Illinois
$621K +$641K +26,400 New
SG Americas Securities
135
SG Americas Securities
New York
$590K +$23.3K +958 +4%
DTL
136
Dynamic Technology Lab
Singapore
$566K +$334K +13,744 +133%
BNP Paribas Financial Markets
137
BNP Paribas Financial Markets
France
$565K +$518K +21,333 +803%
CCM
138
Cadence Capital Management
Massachusetts
$558K +$48.3K +1,988 +9%
PP
139
Paloma Partners
Connecticut
$557K -$539K -22,179 -48%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$534K -$4.86K -200 -0.9%
GIA
141
Gargoyle Investment Advisor
New Jersey
$528K
TG
142
TCW Group
California
$528K
Citigroup
143
Citigroup
New York
$516K +$242K +9,969 +83%
Public Employees Retirement Association of Colorado
144
Public Employees Retirement Association of Colorado
Colorado
$495K -$19.2K -790 -4%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$480K
FCI
146
Financial Counselors Inc
Kansas
$471K -$24.3K -1,000 -5%
ProShare Advisors
147
ProShare Advisors
Maryland
$461K -$41.8K -1,721 -8%
SMC
148
S. Muoio & Co
New York
$457K +$471K +19,400 New
IA
149
Icon Advisers
Colorado
$452K -$187K -7,700 -29%
O
150
OppenheimerFunds
New York
$451K +$253K +10,436 +119%