WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

Back to rankings

235 hedge funds and large institutions have $1.87B invested in Waddell & Reed Financial, Inc. in 2017 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 68 reducing their positions, and 21 closing their positions.

Holders
235
Holders Change
+18
Holders Change %
+8.29%
% of All Funds
5.34%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
40
Increased
88
Reduced
68
Closed
21
Calls
$7.13M
Puts
$1.75M
Net Calls
+$5.38M
Net Calls Change
+$3.49M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$45.2M
2
Citadel Advisors
2
Citadel Advisors
Florida
$25.6M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$18.4M
4
CEP
4
Chicago Equity Partners
Illinois
$11.3M
5
CC
5
Carlson Capital
Texas
$11M

Top Sellers

1
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$65K
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$46.4M
3
Invesco
3
Invesco
Georgia
$87.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$14.3M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$39.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FCI
151
Financial Counselors Inc
Kansas
$457K 20,450 -500 -2%
AIA
152
Allegis Investment Advisors
Idaho
$453K 20,293 -36,825 -64%
PIA
153
Piedmont Investment Advisors
North Carolina
$383K 17,136 -1,072 -6%
CGH
154
Crossmark Global Holdings
Texas
$367K 16,406 -1,752 -10%
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$366K 16,401 – –
DVM
156
Dreman Value Management
Florida
$361K 16,180 – –
GIA
157
Gargoyle Investment Advisor
New Jersey
$360K 16,134 – –
EVM
158
Eaton Vance Management
Massachusetts
$345K 15,448 -1,090 -7%
PG
159
PEAK6 Group
Illinois
$326K 14,596 +14,596 New
PA
160
Profund Advisors
Maryland
$321K 14,366 -1,062 -7%
UA
161
Unison Advisors
District of Columbia
$317K 14,208 +14,208 New
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$310K 13,884 +9,105 +191%
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$302K 13,540 -17,361 -56%
FCM
164
Flinton Capital Management
Pennsylvania
$284K 12,716 +2,108 +20%
QSS
165
Quantitative Systematic Strategies
Florida
$279K 12,497 -68,544 -85%
AB
166
Amalgamated Bank
New York
$262K 11,747 +759 +7%
TC
167
Trilogy Capital
California
$257K 11,518 +11,518 New
TI
168
Trexquant Investment
Connecticut
$256K 11,465 +11,465 New
Cerity Partners
169
Cerity Partners
New York
$243K 10,867 – –
MA
170
MANA Advisors
New York
$238K 10,658 +10,658 New
TAM
171
Tyers Asset Management
Texas
$234K 10,472 +1,736 +20%
CIBC Asset Management
172
CIBC Asset Management
Ontario, Canada
$230K 10,308 – –
XK
173
Xact Kapitalforvaltning
Sweden
$224K 10,032 +10,032 New
BIM
174
Bridgecreek Investment Management
Oklahoma
$223K 10,000 – –
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$212K 9,472 -117,804 -93%
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