WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

287 hedge funds and large institutions have $3.09B invested in Waddell & Reed Financial, Inc. in 2013 Q2 according to their latest regulatory filings, with 287 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
287
Holders Change
+287
Holders Change %
–
% of All Funds
9.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
287
Increased
–
Reduced
–
Closed
–
Calls
$2.4M
Puts
$1.52M
Net Calls
+$876K
Net Calls Change
+$876K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$231M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$200M
3
HCM
3
Herndon Capital Management
Georgia
$155M
4
State Street
4
State Street
Massachusetts
$105M
5
BIT
5
BlackRock Institutional Trust
California
$104M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BIM
151
Bogle Investment Management
Massachusetts
$1.5M 34,370 +34,370 New
WCM
152
Winton Capital Management
United Kingdom
$1.47M 33,670 +33,670 New
CONA
153
Capital One National Association
New York
$1.45M 33,245 +33,245 New
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$1.4M 32,286 +32,286 New
FCI
155
Financial Counselors Inc
Kansas
$1.32M 30,221 +30,221 New
DGHMC
156
Dalton, Greiner, Hartman, Maher & Co
New York
$1.31M 30,147 +30,147 New
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$1.3M 29,961 +29,961 New
NPIT
158
National Penn Investors Trust
Pennsylvania
$1.3M 29,848 +29,848 New
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M 28,900 +28,900 New
KFC
160
Klingenstein Fields & Co
New York
$1.23M 28,349 +28,349 New
DCM
161
Dynamic Capital Management
Jersey
$1.22M 28,100 +28,100 New
Millennium Management
162
Millennium Management
New York
$1.2M 27,561 +27,561 New
AC
163
Addenda Capital
Quebec, Canada
$1.19M 27,680 +27,680 New
AIP
164
Ameritas Investment Partners
Nebraska
$1.14M 26,200 +26,200 New
WIS
165
Wright Investors Service
Connecticut
$1.11M 25,547 +25,547 New
Jacobs Levy Equity Management
166
Jacobs Levy Equity Management
New Jersey
$1.11M 25,400 +25,400 New
LIM
167
Leavell Investment Management
Alabama
$1.1M 25,174 +25,174 New
CGI
168
CI Global Investments
California
$1.09M 25,000 +25,000 New
DCP
169
DSM Capital Partners
Florida
$1.09M 24,935 +24,935 New
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$1.08M 24,828 +24,828 New
AL
171
Airain Ltd
Guernsey
$1.07M 24,505 +24,505 New
MPI
172
Mairs & Power Inc
Minnesota
$1.04M 23,900 +23,900 New
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$1.02M 23,536 +23,536 New
ACI
174
AMP Capital Investors
Australia
$936K 21,300 +21,300 New
STC
175
SEI Trust Company
Pennsylvania
$935K 21,486 +21,486 New
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