WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$283M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.1M
3
State Street
3
State Street
Massachusetts
$59.2M
4
Invesco
4
Invesco
Georgia
$67M
5
GXMC
5
Global X Management Company
New York
$7.73M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.3M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$18.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$2.79M
5
LCP
5
Lombardia Capital Partners
California
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
126
Nuveen Asset Management
Illinois
$489K 28,785 -48,687 -63%
ProShare Advisors
127
ProShare Advisors
Maryland
$488K 28,688 -3,358 -10%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$457K 26,904 – –
Asset Management One
129
Asset Management One
Japan
$442K 26,013 -4,459 -15%
KA
130
Kovack Advisors
Florida
$440K 25,909 +4,071 +19%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$427K 25,100 +15,100 +151%
LIM
132
Leavell Investment Management
Alabama
$423K 24,867 – –
JIM
133
Jensen Investment Management
Oregon
$418K 24,590 +3,180 +15%
HAG
134
HighPoint Advisor Group
Illinois
$418K 21,360 +21,360 New
Verition Fund Management
135
Verition Fund Management
Connecticut
$401K 23,581 +11,613 +97%
TRSOTSOK
136
Teachers Retirement System of the State of Kentucky
Kentucky
$383K 22,540 +2,140 +10%
AA
137
Ancora Advisors
Ohio
$374K 22,000 +11,000 +100%
Victory Capital Management
138
Victory Capital Management
Texas
$368K 21,637 +7,606 +54%
FCI
139
Financial Counselors Inc
Kansas
$363K 21,345 +671 +3%
LSERS
140
Louisiana State Employees Retirement System
Louisiana
$362K 21,300 +800 +4%
Royal Bank of Canada
141
Royal Bank of Canada
Ontario, Canada
$357K 21,054 -2,236 -10%
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$352K 20,699 +6,537 +46%
RCM
143
Radnor Capital Management
Pennsylvania
$338K 19,900 – –
CPP
144
Crow Point Partners
Massachusetts
$335K 19,710 +17,310 +721%
HCM
145
Heathbridge Capital Management
Ontario, Canada
$313K 18,400 +500 +3%
SEI Investments
146
SEI Investments
Pennsylvania
$312K 18,312 -45,361 -71%
ANI
147
American National Insurance
Texas
$306K 18,000 – –
Commonwealth Equity Services
148
Commonwealth Equity Services
Massachusetts
$306K 17,989 +432 +2%
CG
149
Cutler Group
California
$306K 18,022 +6,444 +56%
PA
150
Profund Advisors
Maryland
$305K 17,937 -1,696 -9%
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