WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
126
Auxier Asset Management
Oregon
$680K 34,858 – –
VKH
127
Virtu KCG Holdings
New York
$678K 34,732 -31,686 -48%
Capital Fund Management (CFM)
128
Capital Fund Management (CFM)
France
$673K 34,500 +34,500 New
SOMRS
129
State of Michigan Retirement System
Michigan
$650K 33,300 – –
ProShare Advisors
130
ProShare Advisors
Maryland
$625K 32,046 +6,582 +26%
AIP
131
Ameritas Investment Partners
Nebraska
$619K 31,722 – –
Balyasny Asset Management
132
Balyasny Asset Management
Illinois
$591K 30,279 +30,279 New
Asset Management One
133
Asset Management One
Japan
$591K 30,472 +30,472 New
AG
134
Advisor Group
Arizona
$574K 29,449 +6,002 +26%
FA
135
FDx Advisors
Illinois
$573K 29,392 +29,392 New
Russell Investments Group
136
Russell Investments Group
United Kingdom
$563K 29,025 +29,025 New
OPERF
137
Oregon Public Employees Retirement Fund
Oregon
$557K 28,534 – –
KFC
138
Klingenstein Fields & Co
New York
$553K 28,349 – –
VOYA Investment Management
139
VOYA Investment Management
Georgia
$525K 26,904 -2,216 -8%
Barclays
140
Barclays
United Kingdom
$513K 26,285 -6,633 -20%
EGM
141
Engineers Gate Manager
New York
$494K 25,300 -96,299 -79%
GCP
142
GSA Capital Partners
United Kingdom
$486K 24,900 +24,900 New
LIM
143
Leavell Investment Management
Alabama
$485K 24,867 -1,687 -6%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$454K 23,290 +14,926 +178%
HSBC Holdings
145
HSBC Holdings
United Kingdom
$430K 22,012 +22,012 New
KA
146
Kovack Advisors
Florida
$426K 21,838 -3,577 -14%
JIM
147
Jensen Investment Management
Oregon
$418K 21,410 -3,010 -12%
SG Americas Securities
148
SG Americas Securities
New York
$407K 20,863 -8,259 -28%
FCI
149
Financial Counselors Inc
Kansas
$403K 20,674 +20,674 New
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$400K 20,500 -900 -4%
4 5
6
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