WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$283M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$34.1M
3
State Street
3
State Street
Massachusetts
$59.2M
4
Invesco
4
Invesco
Georgia
$67M
5
GXMC
5
Global X Management Company
New York
$7.73M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$21.3M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$18.6M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$2.79M
5
LCP
5
Lombardia Capital Partners
California
$816K
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
151
Occidental Asset Management
California
$288K 16,961 +4,289 +34%
EVM
152
Eaton Vance Management
Massachusetts
$279K 16,389 -1,387 -8%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$279K 16,401 – –
Thrivent Financial for Lutherans
154
Thrivent Financial for Lutherans
Minnesota
$273K 16,030 +1,820 +13%
DVM
155
Dreman Value Management
Florida
$267K 15,720 – –
Simplex Trading
156
Simplex Trading
Illinois
$262K 15,434 +3,655 +31%
PSUF
157
People's United Financial
Connecticut
$253K 14,872 +1,375 +10%
WI
158
WrapManager Inc
California
$249K 14,664 +1,295 +10%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$247K 14,523 +252 +2%
Creative Planning
160
Creative Planning
Kansas
$240K 14,091 +10,073 +251%
Wolverine Trading
161
Wolverine Trading
Illinois
$236K 13,866 -6,527 -32%
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$235K 13,844 -4,764 -26%
CC
163
Cipher Capital
New York
$223K 13,127 +104 +0.8%
GAM
164
Gotham Asset Management
New York
$215K 12,632 +2,042 +19%
COPPSERS
165
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$209K 12,310 +50 +0.4%
Franklin Resources
166
Franklin Resources
California
$206K 12,130 +12,130 New
BC
167
Brinker Capital
Pennsylvania
$206K 12,140 +12,140 New
Cerity Partners
168
Cerity Partners
New York
$201K 11,852 +11,852 New
AB
169
Amalgamated Bank
New York
$190K 11,186 +14 +0.1%
BIM
170
Bridgecreek Investment Management
Oklahoma
$187K 11,000 +1,000 +10%
SAM
171
Securian Asset Management
Minnesota
$183K 10,790 +498 +5%
First Manhattan
172
First Manhattan
New York
$170K 10,045 – –
UBS Group
173
UBS Group
Switzerland
$131K 7,686 -129,112 -94%
AAM
174
Advisors Asset Management
Colorado
$111K 6,501 -8,519 -57%
SOADOR
175
State of Alaska Department of Revenue
Alaska
$110K 6,500 – –
5 6
7
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