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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

237 hedge funds and large institutions have $1.25B invested in Waddell & Reed Financial, Inc. in 2016 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 69 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 69

39% more call options, than puts

Call options by funds: $3.92M | Put options by funds: $2.83M

4% more capital invested

Capital invested by funds: $1.2B → $1.25B (+$49.8M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 245237 (-8)

11% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 37

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
6.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
101
Reduced
69
Closed
37
Calls
$3.92M
Puts
$2.83M
Net Calls
+$1.1M
Net Calls Change
+$3.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
126
Ameritas Investment Partners
Nebraska
$576K +$236K +12,972 +69%
HighTower Advisors
127
HighTower Advisors
Illinois
$539K +$109K +5,982 +25%
SG Americas Securities
128
SG Americas Securities
New York
$529K -$6.36K -349 -1%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$518K +$10.2K +562 +2%
KFC
130
Klingenstein Fields & Co
New York
$515K
AAA
131
Adams Asset Advisors
Texas
$495K +$497K +27,300 New
KJHP
132
K.J. Harrison & Partners
Ontario, Canada
$490K +$492K +27,000 New
LIM
133
Leavell Investment Management
Alabama
$482K
Two Sigma Investments
134
Two Sigma Investments
New York
$472K +$98.4K +5,398 +26%
PP
135
Paloma Partners
Connecticut
$470K -$758K -41,590 -62%
ProShare Advisors
136
ProShare Advisors
Maryland
$462K -$47.1K -2,587 -9%
KA
137
Kovack Advisors
Florida
$462K -$15.2K -832 -3%
JIM
138
Jensen Investment Management
Oregon
$443K +$59.4K +3,260 +15%
NB
139
Norinchukin Bank
Japan
$438K -$255K -14,000 -37%
AG
140
Advisor Group
Arizona
$426K -$76.3K -4,186 -15%
TI
141
Trexquant Investment
Connecticut
$421K -$1.17M -64,238 -73%
DCM
142
Dupont Capital Management
Delaware
$405K +$406K +22,300 New
Commonwealth Equity Services
143
Commonwealth Equity Services
Massachusetts
$390K -$22.8K -1,253 -6%
LSERS
144
Louisiana State Employees Retirement System
Louisiana
$389K -$5.47K -300 -1%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$370K
QT
146
Quantbot Technologies
New York
$369K +$370K +20,331 New
CGH
147
Crossmark Global Holdings
Texas
$364K +$331K +18,158 New
ACM
148
Argentus Capital Management
Texas
$354K +$67.3K +3,692 +23%
FCBT
149
First Citizens Bank & Trust
North Carolina
$354K +$355K +19,470 New
DekaBank Deutsche Girozentrale
150
DekaBank Deutsche Girozentrale
Germany
$337K +$341K +18,740 New