WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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315 hedge funds and large institutions have $3.49B invested in Waddell & Reed Financial, Inc. in 2014 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 103 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+8
Holders Change %
+2.61%
% of All Funds
8.41%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.08%
New
53
Increased
103
Reduced
118
Closed
40
Calls
$2.25M
Puts
$1.06M
Net Calls
+$1.19M
Net Calls Change
-$7.45M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$403M
2
Victory Capital Management
2
Victory Capital Management
Texas
$47.3M
3
RA
3
Royce & Associates
New York
$36.6M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$115M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$18.4M

Top Sellers

1
AL
1
AJO LP
Pennsylvania
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$24.1M
3
Jennison Associates
3
Jennison Associates
New York
$428K
4
Bank of America
4
Bank of America
North Carolina
$32.5M
5
FQ
5
First Quadrant
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
151
Virginia Retirement Systems
Virginia
$1.44M +$125K +2,500 +9%
State of Tennessee, Department of Treasury
152
State of Tennessee, Department of Treasury
Tennessee
$1.43M -$2.91M -58,500 -67%
ProShare Advisors
153
ProShare Advisors
Maryland
$1.42M -$1.47M -29,476 -51%
KFC
154
Klingenstein Fields & Co
New York
$1.41M – – –
MERSOM
155
Municipal Employees' Retirement System of Michigan
Michigan
$1.37M +$160K +3,220 +13%
LMGAM
156
Liberty Mutual Group Asset Management
Massachusetts
$1.36M -$13.4K -268 -1%
RFC
157
Russell Frank Company
Washington
$1.34M -$1.8M -36,415 -57%
FCI
158
Financial Counselors Inc
Kansas
$1.33M -$3.74K -75 -0.3%
CONA
159
Capital One National Association
New York
$1.29M +$28.4K +570 +2%
NC
160
Nicholas Company
Wisconsin
$1.26M – – –
LIM
161
Leavell Investment Management
Alabama
$1.24M -$4.38K -88 -0.4%
OPERF
162
Oregon Public Employees Retirement Fund
Oregon
$1.23M -$4.98K -100 -0.4%
Tudor Investment Corp
163
Tudor Investment Corp
Connecticut
$1.21M -$523K -10,500 -30%
Citigroup
164
Citigroup
New York
$1.19M +$450K +9,031 +61%
Public Employees Retirement Association of Colorado
165
Public Employees Retirement Association of Colorado
Colorado
$1.17M -$2.29K -46 -0.2%
CC
166
Cipher Capital
New York
$1.14M -$213K -4,269 -16%
CEP
167
Chicago Equity Partners
Illinois
$1.14M +$665K +13,340 +140%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$1.14M -$4.98K -100 -0.4%
DADC
169
D.A. Davidson & Co
Montana
$1.12M +$328K +6,590 +41%
GC
170
Grimes & Company
Massachusetts
$1.11M -$1.1M -22,094 -50%
JHIU
171
Janus Henderson Investors US
Colorado
$1.08M -$5.06M -101,500 -82%
CCM
172
Copeland Capital Management
Pennsylvania
$1.06M +$938K +18,824 +761%
DGHMC
173
Dalton, Greiner, Hartman, Maher & Co
New York
$1.06M -$505K -10,138 -32%
BG
174
Bahl & Gaynor
Ohio
$1.04M +$570K +11,433 +120%
TRSOTSOK
175
Teachers Retirement System of the State of Kentucky
Kentucky
$1.02M – – –
5 6
7
8 9