WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

217 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 73 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
5.42%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
78
Reduced
73
Closed
22
Calls
$4.88M
Puts
$2.99M
Net Calls
+$1.89M
Net Calls Change
-$6.94M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$106K +$17.8K +881 +20%
MCIM
177
Meadow Creek Investment Management
Georgia
$100K +$15.1K +752 +18%
LTFS
178
Ladenburg Thalmann Financial Services
Florida
$96K +$17.9K +890 +23%
PAM
179
Panagora Asset Management
Massachusetts
$92K
IUHSA
180
Itau Unibanco Holding S.A.
Brazil
$88K +$66.5K +1,052 +309%
AIM
181
Advantage Investment Management
Iowa
$88K +$29.7K +1,476 +51%
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$73K -$3.46K -172 -5%
OC
183
Oakworth Capital
Alabama
$68K
IA
184
IFP Advisors
Florida
$67K -$7.69K -385 -10%
SEI Investments
185
SEI Investments
Pennsylvania
$66K +$32K +1,592 +94%
VCM
186
Versant Capital Management
Arizona
$64K +$29.8K +1,502 +87%
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$62K +$33.7K +1,690 +119%
EFSCE
188
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$403 -20 -0.7%
Zurich Cantonal Bank
189
Zurich Cantonal Bank
Switzerland
$56K
AAM
190
Advisors Asset Management
Colorado
$55K -$1.54K -77 -3%
LIA
191
LS Investment Advisors
Michigan
$51K -$9.87K -488 -16%
SBL
192
Sargent Bickham Lagudis
Colorado
$46K +$5.47K +270 +14%
DSC
193
Duncker Streett & Co
Missouri
$45K -$5K -250 -10%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$27K -$792 -40 -3%
PAI
195
Pittenger & Anderson Inc
Nebraska
$27K
QCG
196
Quadrant Capital Group
Ohio
$25K
PCM
197
Penserra Capital Management
California
$22K -$3.36K -167 -13%
VIA
198
Vantage Investment Advisors
Pennsylvania
$20K
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$11K +$716 +39 +7%
EWM
200
Edge Wealth Management
New York
$10K