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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

297 hedge funds and large institutions have $3.62B invested in Waddell & Reed Financial, Inc. in 2013 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 101 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.49M

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

17% more capital invested

Capital invested by funds: $3.09B → $3.62B (+$534M)

11% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 101

3% more funds holding

Funds holding: 287297 (+10)

Holders
297
Holders Change
+10
Holders Change %
+3.48%
% of All Funds
9.63%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
40
Increased
112
Reduced
101
Closed
28
Calls
$4.89M
Puts
$2.49M
Net Calls
+$2.4M
Net Calls Change
+$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
151
Auxier Asset Management
Oregon
$1.8M
ERSOT
152
Employees Retirement System of Texas
Texas
$1.73M -$423K -8,500 -20%
STC
153
SEI Trust Company
Pennsylvania
$1.7M +$577K +11,600 +54%
DGHMC
154
Dalton, Greiner, Hartman, Maher & Co
New York
$1.57M +$13.8K +278 +0.9%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$1.54M -$2.14K -43 -0.1%
FCI
156
Financial Counselors Inc
Kansas
$1.51M -$39.8K -799 -3%
AC
157
Addenda Capital
Quebec, Canada
$1.48M +$50.3K +1,010 +4%
KFC
158
Klingenstein Fields & Co
New York
$1.46M
LMGAM
159
Liberty Mutual Group Asset Management
Massachusetts
$1.38M -$431K -8,655 -24%
LIM
160
Leavell Investment Management
Alabama
$1.3M
DCP
161
DSM Capital Partners
Florida
$1.29M +$5.47K +110 +0.4%
CGI
162
CI Global Investments
California
$1.29M
WIS
163
Wright Investors Service
Connecticut
$1.25M -$64.1K -1,288 -5%
MPI
164
Mairs & Power Inc
Minnesota
$1.23M
Jane Street
165
Jane Street
New York
$1.2M +$1.16M +23,333 New
ProShare Advisors
166
ProShare Advisors
Maryland
$1.2M +$156K +3,134 +16%
Citigroup
167
Citigroup
New York
$1.18M +$425K +8,541 +60%
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M -$358K -7,200 -25%
ACI
169
AMP Capital Investors
Australia
$1.1M
AG
170
Aperio Group
California
$1.1M +$103K +2,078 +11%
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$1.1M -$547K -10,994 -34%
ANI
172
American National Insurance
Texas
$1.07M
JAM
173
Jupiter Asset Management
United Kingdom
$1.01M +$980K +19,694 New
PI
174
Placemark Investments
Illinois
$995K +$116K +2,331 +14%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$944K