WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIM
126
Zacks Investment Management
Illinois
$968K 47,877 +47,877 New
BNP Paribas Financial Markets
127
BNP Paribas Financial Markets
France
$916K 45,332 -26,435 -37%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$879K 43,464 +15,090 +53%
MC
129
Maverick Capital
Texas
$850K 42,070 +42,070 New
Victory Capital Management
130
Victory Capital Management
Texas
$843K 41,733 +3,844 +10%
SSA
131
Schonfeld Strategic Advisors
New York
$825K 40,814 +40,814 New
Hotchkis & Wiley Capital Management
132
Hotchkis & Wiley Capital Management
California
$823K 40,729 – –
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$800K 39,572 +4,447 +13%
RT
134
Rockland Trust
Massachusetts
$796K 39,385 -26,229 -40%
MIM
135
MetLife Investment Management
New Jersey
$788K 38,993 – –
BLA
136
Balter Liquid Alternatives
Massachusetts
$788K 39,007 +8,305 +27%
Macquarie Group
137
Macquarie Group
Australia
$774K 38,300 +38,300 New
LIM
138
Leavell Investment Management
Alabama
$761K 37,676 +13,543 +56%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$746K 36,900 +1,000 +3%
RCM
140
Radnor Capital Management
Pennsylvania
$726K 35,900 -1,000 -3%
O
141
OppenheimerFunds
New York
$722K 35,741 -1,808 -5%
MERSOM
142
Municipal Employees' Retirement System of Michigan
Michigan
$671K 33,210 +1,570 +5%
American Century Companies
143
American Century Companies
Missouri
$656K 32,448 – –
EVM
144
Eaton Vance Management
Massachusetts
$624K 30,896 +15,448 +100%
CPO
145
Cerity Partners OCIO
New York
$618K 30,584 -817 -3%
Connor, Clark & Lunn Investment Management (CC&L)
146
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$610K 30,175 +30,175 New
AAM
147
Auxier Asset Management
Oregon
$592K 29,283 -2,000 -6%
Asset Management One
148
Asset Management One
Japan
$579K 28,659 -1,200 -4%
HighTower Advisors
149
HighTower Advisors
Illinois
$574K 28,602 -1,383 -5%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$560K 27,720 -1,820 -6%
4 5
6
7 8