WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

212 hedge funds and large institutions have $840M invested in Waddell & Reed Financial, Inc. in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 64 increasing their positions, 88 reducing their positions, and 34 closing their positions.

Holders
212
Holders Change
-11
Holders Change %
-4.93%
% of All Funds
4.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
64
Reduced
88
Closed
34
Calls
$1.67M
Puts
$2.04M
Net Calls
-$366K
Net Calls Change
-$4.15M

Top Buyers

1
BAM
1
Burgundy Asset Management
Ontario, Canada
$49.6M
2
Charles Schwab
2
Charles Schwab
California
$18.9M
3
GC
3
GMT Capital
Georgia
$6.71M
4
YAM
4
Yacktman Asset Management
Texas
$5.12M
5
AL
5
AJO LP
Pennsylvania
$5.14M

Top Sellers

1
APG Asset Management
1
APG Asset Management
Netherlands
$10.5M
2
Invesco
2
Invesco
Georgia
$27.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$10.1M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$11.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.88M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
126
VOYA Investment Management
Georgia
$389K 34,223 -955 -3%
AIM
127
Aigen Investment Management
New York
$384K 33,768 +33,768 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$383K 33,637 -8,959 -21%
Two Sigma Investments
129
Two Sigma Investments
New York
$380K 33,348 +1,291 +4%
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$379K 33,317 -15,342 -32%
Deutsche Bank
131
Deutsche Bank
Germany
$370K 32,528 +6,824 +27%
SFM
132
Systematic Financial Management
New Jersey
$344K 30,235 -4,725 -14%
MSL
133
Mackay Shields LLC
New York
$343K 30,200 -180,200 -86%
HSBC Holdings
134
HSBC Holdings
United Kingdom
$342K 29,983 +8,610 +40%
SG Americas Securities
135
SG Americas Securities
New York
$338K 29,660 +29,660 New
AW
136
Alpha Windward
Massachusetts
$337K 29,640 +240 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
137
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$331K 29,075 +29,075 New
MIM
138
MetLife Investment Management
New Jersey
$328K 28,810 -4,844 -14%
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$320K 28,132 -1,400 -5%
KBC Group
140
KBC Group
Belgium
$291K 25,589 -57,223 -69%
RJA
141
Raymond James & Associates
Florida
$286K 25,154 -149,037 -86%
MSA
142
Mason Street Advisors
Wisconsin
$279K 24,494 – –
State of Tennessee, Department of Treasury
143
State of Tennessee, Department of Treasury
Tennessee
$269K 23,661 -2,695 -10%
MERSOM
144
Municipal Employees' Retirement System of Michigan
Michigan
$254K 22,360 – –
Stifel Financial
145
Stifel Financial
Missouri
$249K 21,921 -6,458 -23%
TRSOTSOK
146
Teachers Retirement System of the State of Kentucky
Kentucky
$248K 21,820 -900 -4%
OSIA
147
O'Shares Investment Advisers
Massachusetts
$243K 21,348 -1,908 -8%
6M
148
6 Meridian
Kansas
$241K 21,218 +4,494 +27%
OR
149
Olympiad Research
Connecticut
$237K 20,787 +20,787 New
II
150
Inspire Investing
Idaho
$234K 20,595 +10,074 +96%
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6
7 8