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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

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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.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.52M

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
151
Bogle Investment Management
Massachusetts
$1.5M +$1.51M +34,370 New
WCM
152
Winton Capital Management
United Kingdom
$1.47M +$1.48M +33,670 New
CONA
153
Capital One National Association
New York
$1.45M +$1.47M +33,245 New
Susquehanna International Group
154
Susquehanna International Group
Pennsylvania
$1.4M +$1.42M +32,286 New
FCI
155
Financial Counselors Inc
Kansas
$1.31M +$1.33M +30,221 New
DGHMC
156
Dalton, Greiner, Hartman, Maher & Co
New York
$1.31M +$1.33M +30,147 New
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$1.3M +$1.32M +29,961 New
NPIT
158
National Penn Investors Trust
Pennsylvania
$1.3M +$1.32M +29,848 New
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M +$1.27M +28,900 New
KFC
160
Klingenstein Fields & Co
New York
$1.23M +$1.25M +28,349 New
DCM
161
Dynamic Capital Management
Jersey
$1.22M +$1.24M +28,100 New
Millennium Management
162
Millennium Management
New York
$1.2M +$1.21M +27,561 New
AC
163
Addenda Capital
Quebec, Canada
$1.19M +$1.22M +27,680 New
AIP
164
Ameritas Investment Partners
Nebraska
$1.14M +$1.15M +26,200 New
WIS
165
Wright Investors Service
Connecticut
$1.11M +$1.13M +25,547 New
Jacobs Levy Equity Management
166
Jacobs Levy Equity Management
New Jersey
$1.1M +$1.12M +25,400 New
LIM
167
Leavell Investment Management
Alabama
$1.09M +$1.11M +25,174 New
CGI
168
CI Global Investments
California
$1.09M +$1.1M +25,000 New
DCP
169
DSM Capital Partners
Florida
$1.08M +$1.1M +24,935 New
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$1.08M +$1.09M +24,828 New
AL
171
Airain Ltd
Guernsey
$1.07M +$1.08M +24,505 New
MPI
172
Mairs & Power Inc
Minnesota
$1.04M +$1.05M +23,900 New
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$1.02M +$1.04M +23,536 New
ACI
174
AMP Capital Investors
Australia
$936K +$939K +21,300 New
STC
175
SEI Trust Company
Pennsylvania
$935K +$947K +21,486 New
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