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WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

254 hedge funds and large institutions have $1.67B invested in Waddell & Reed Financial, Inc. in 2016 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 81 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 81

11% less funds holding

Funds holding: 285254 (-31)

18% less capital invested

Capital invested by funds: $2.04B → $1.67B (-$368M)

49% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.46M

50% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 62

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
107
Reduced
81
Closed
62
Calls
$1.25M
Puts
$2.46M
Net Calls
-$1.21M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
176
Riverhead Capital Management
Delaware
$311K -$43.7K -1,800 -12%
BRCM
177
Bright Rock Capital Management
Massachusetts
$306K
DIA
178
Davidson Investment Advisors
Montana
$298K -$410K -16,875 -57%
HighTower Advisors
179
HighTower Advisors
Illinois
$296K -$741K -30,504 -71%
AIP
180
Ameritas Investment Partners
Nebraska
$296K
Jane Street
181
Jane Street
New York
$283K +$292K +12,014 New
Canada Pension Plan Investment Board
182
Canada Pension Plan Investment Board
Ontario, Canada
$266K +$53.4K +2,200 +24%
AL
183
Airain Ltd
Guernsey
$265K +$273K +11,254 New
Rafferty Asset Management
184
Rafferty Asset Management
New York
$262K -$246K -10,117 -48%
PA
185
Profund Advisors
Maryland
$262K +$38.1K +1,570 +16%
SAM
186
Securian Asset Management
Minnesota
$259K +$3.45K +142 +1%
PL
187
Parkwood LLC
Ohio
$254K +$262K +10,796 New
HSBC Holdings
188
HSBC Holdings
United Kingdom
$253K +$3.72K +153 +1%
AIA
189
Allegis Investment Advisors
Idaho
$245K +$130K +5,369 +106%
AB
190
Amalgamated Bank
New York
$243K +$19K +781 +8%
Teacher Retirement System of Texas
191
Teacher Retirement System of Texas
Texas
$240K +$59.9K +2,467 +32%
Capital Fund Management (CFM)
192
Capital Fund Management (CFM)
France
$238K +$245K +10,100 New
PSUF
193
People's United Financial
Connecticut
$237K +$97.8K +4,025 +66%
First Manhattan
194
First Manhattan
New York
$236K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$230K -$322K -13,237 -57%
Victory Capital Management
196
Victory Capital Management
Texas
$225K -$29.1M -1,199,019 -99%
Balyasny Asset Management
197
Balyasny Asset Management
Illinois
$217K +$223K +9,200 New
Squarepoint
198
Squarepoint
New York
$206K -$271K -11,150 -56%
Canada Life
199
Canada Life
Manitoba, Canada
$185K
WG
200
Welch Group
Alabama
$179K +$10.7K +439 +6%