WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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248 hedge funds and large institutions have $1.44B invested in Waddell & Reed Financial, Inc. in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 77 reducing their positions, and 33 closing their positions.

Holders
248
Holders Change
+11
Holders Change %
+4.64%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
49
Increased
86
Reduced
77
Closed
33
Calls
$8.74M
Puts
$5.31M
Net Calls
+$3.43M
Net Calls Change
+$2.34M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$56.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$31.1M
3
Capital World Investors
3
Capital World Investors
California
$14.2M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$61.4M
5
GF
5
Gabelli Funds
New York
$27.1M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$51.1M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$37.1M
3
ACM
3
Argent Capital Management
Missouri
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$9.69M
Name Market Value Shares Shares
Change 		Shares
Change %
AA
176
ALPS Advisors
Colorado
$239K 12,258 +12,258 New
Verition Fund Management
177
Verition Fund Management
Connecticut
$233K 11,968 +11,968 New
AL
178
Airain Ltd
Guernsey
$230K 11,787 +11,787 New
Simplex Trading
179
Simplex Trading
Illinois
$229K 11,779 -4,571 -28%
CG
180
Cutler Group
California
$225K 11,578 -2,757 -19%
DTL
181
Dynamic Technology Lab
Singapore
$225K 11,541 +11,541 New
PAM
182
Princeton Alpha Management
New Jersey
$222K 11,360 +11,360 New
AB
183
Amalgamated Bank
New York
$218K 11,172 +11,172 New
AA
184
Ancora Advisors
Ohio
$215K 11,000 +11,000 New
CIBC World Market
185
CIBC World Market
Ontario, Canada
$211K 10,818 – –
CSS
186
Cubist Systematic Strategies
Connecticut
$209K 10,715 -2,662 -20%
GAM
187
Gotham Asset Management
New York
$207K 10,590 -5,306 -33%
SAM
188
Securian Asset Management
Minnesota
$201K 10,292 +210 +2%
BIM
189
Bridgecreek Investment Management
Oklahoma
$195K 10,000 -800 -7%
First Manhattan
190
First Manhattan
New York
$195K 10,045 – –
Tudor Investment Corp
191
Tudor Investment Corp
Connecticut
$195K 10,000 +10,000 New
Nomura Holdings
192
Nomura Holdings
Japan
$195K 10,000 +10,000 New
ACM
193
Americafirst Capital Management
California
$170K 8,696 -1,057 -11%
US Bancorp
194
US Bancorp
Minnesota
$137K 7,016 +1,655 +31%
SOADOR
195
State of Alaska Department of Revenue
Alaska
$126K 6,500 – –
TRCT
196
Tower Research Capital (TRC)
New York
$125K 6,412 +5,224 +440%
Group One Trading
197
Group One Trading
Illinois
$114K 5,863 +5,863 New
DIA
198
Davidson Investment Advisors
Montana
$110K 5,664 – –
LIA
199
LS Investment Advisors
Michigan
$108K 5,540 +221 +4%
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$107K 5,576 +1,323 +31%
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