WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

334 hedge funds and large institutions have $4.59B invested in Waddell & Reed Financial, Inc. in 2014 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 122 increasing their positions, 118 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+7
Holders Change %
+2.14%
% of All Funds
9.61%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
47
Increased
122
Reduced
118
Closed
38
Calls
$2.99M
Puts
$5.03M
Net Calls
-$2.03M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Shares
Change %
NPIT
151
National Penn Investors Trust
Pennsylvania
$2.53M -$21.9K -350 -0.9%
SOMRS
152
State of Michigan Retirement System
Michigan
$2.52M +$12.5K +200 +0.5%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$2.51M -$534K -8,537 -18%
SG Americas Securities
154
SG Americas Securities
New York
$2.49M +$1.87M +29,933 +307%
ZIM
155
Zacks Investment Management
Illinois
$2.44M +$1.19M +18,996 +95%
AIP
156
Ameritas Investment Partners
Nebraska
$2.43M -$16.1K -257 -0.7%
Invesco
157
Invesco
Georgia
$2.34M -$516K -8,244 -18%
1SB
158
1ST Source Bank
Indiana
$2.19M -$13K -208 -0.6%
AAM
159
Auxier Asset Management
Oregon
$2.19M
Nuveen Asset Management
160
Nuveen Asset Management
Illinois
$2.18M -$847K -13,531 -28%
BIM
161
Bogle Investment Management
Massachusetts
$2.12M +$213K +3,400 +11%
IP
162
Interval Partners
New York
$2.05M +$2.05M +32,753 New
FA
163
FDx Advisors
Illinois
$2.01M +$1.27M +20,235 +171%
SCM
164
Stux Capital Management
New York
$1.98M +$1.72M +27,400 +652%
AC
165
Addenda Capital
Quebec, Canada
$1.93M +$35.9K +573 +2%
WBC
166
Westpac Banking Corp
Australia
$1.92M -$444K -7,100 -19%
BCMU
167
BlueCrest Capital Management (UK)
Guernsey
$1.88M +$1.88M +30,000 New
CONA
168
Capital One National Association
New York
$1.85M -$284K -4,531 -13%
Barclays
169
Barclays
United Kingdom
$1.85M +$1.66M +26,834 +882%
DCM
170
Dynamic Capital Management
Jersey
$1.81M +$1.81M +28,841 New
HI
171
HBK Investments
Texas
$1.79M +$1.79M +28,600 New
KFC
172
Klingenstein Fields & Co
New York
$1.78M
CCM
173
Channing Capital Management
Illinois
$1.76M
LMGAM
174
Liberty Mutual Group Asset Management
Massachusetts
$1.71M +$23.2K +370 +1%
FCI
175
Financial Counselors Inc
Kansas
$1.68M -$185K -2,949 -10%