WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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329 hedge funds and large institutions have $4.61B invested in Waddell & Reed Financial, Inc. in 2013 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 135 reducing their positions, and 24 closing their positions.

Holders
329
Holders Change
+32
Holders Change %
+10.77%
% of All Funds
9.56%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
59
Increased
100
Reduced
135
Closed
24
Calls
$1.59M
Puts
$5.09M
Net Calls
-$3.5M
Net Calls Change
-$5.9M

Top Buyers

1
AL
1
AJO LP
Pennsylvania
$197M
2
BNP Paribas Asset Management
2
BNP Paribas Asset Management
France
$50M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$338M
4
FAM
4
Fred Alger Management
New York
$27.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$31.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$279M
2
Citadel Advisors
2
Citadel Advisors
Florida
$3.34M
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$19.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$84.9M
5
KCM
5
Kornitzer Capital Management
Kansas
$68.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
151
Auxier Asset Management
Oregon
$2.28M 35,008 – –
CONA
152
Capital One National Association
New York
$2.23M 34,305 -847 -2%
IRF
153
IBM Retirement Fund
New York
$2.18M 33,527 -1,579 -4%
WHG
154
Westwood Holdings Group
Texas
$2.08M 31,915 -7,100 -18%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$1.95M 29,968 +50 +0.2%
FCI
156
Financial Counselors Inc
Kansas
$1.93M 29,650 +228 +0.8%
BIM
157
Bogle Investment Management
Massachusetts
$1.91M 29,359 +29,359 New
AI
158
Atria Investments
North Carolina
$1.91M 29,301 +29,301 New
Citigroup
159
Citigroup
New York
$1.89M 29,033 +6,203 +27%
KFC
160
Klingenstein Fields & Co
New York
$1.85M 28,349 – –
CCM
161
Channing Capital Management
Illinois
$1.83M 28,072 -397,423 -93%
AC
162
Addenda Capital
Quebec, Canada
$1.77M 27,240 -1,450 -5%
SCA
163
SAC Capital Advisors
Connecticut
$1.71M 26,248 +18,128 +223%
MPI
164
Mairs & Power Inc
Minnesota
$1.67M 25,600 +1,700 +7%
QI
165
QS Investors
New York
$1.66M 25,400 +25,400 New
LIM
166
Leavell Investment Management
Alabama
$1.64M 25,174 – –
EMG
167
Ellington Management Group
Connecticut
$1.64M 25,100 +25,100 New
MCM
168
Moore Capital Management
New York
$1.63M 25,000 -15,000 -38%
CGI
169
CI Global Investments
California
$1.63M 25,000 – –
KCM
170
Kames Capital Management
United Kingdom
$1.61M 24,753 -11,132 -31%
SG Americas Securities
171
SG Americas Securities
New York
$1.6M 24,569 -12,496 -34%
OPERF
172
Oregon Public Employees Retirement Fund
Oregon
$1.57M 24,135 +5,800 +32%
MERSOM
173
Municipal Employees' Retirement System of Michigan
Michigan
$1.53M 23,500 +9,300 +65%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$1.52M 23,300 +23,300 New
Two Sigma Advisers
175
Two Sigma Advisers
New York
$1.42M 21,789 +13,800 +173%
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