WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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252 hedge funds and large institutions have $1.66B invested in Waddell & Reed Financial, Inc. in 2018 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 17 closing their positions.

Holders
252
Holders Change
+17
Holders Change %
+7.23%
% of All Funds
5.78%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
36
Increased
81
Reduced
84
Closed
17
Calls
$2.53M
Puts
$6.95M
Net Calls
-$4.42M
Net Calls Change
-$9.8M

Top Buyers

1
Man Group
1
Man Group
United Kingdom
$15M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$19.5M
3
Millennium Management
3
Millennium Management
New York
$14.3M
4
FP
4
Foundry Partners
Minnesota
$10.3M
5
Citigroup
5
Citigroup
New York
$11.1M

Top Sellers

1
BlackRock
1
BlackRock
New York
$202M
2
CC
2
Carlson Capital
Texas
$0
3
Norges Bank
3
Norges Bank
Norway
$17.1M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.7M
5
State Street
5
State Street
Massachusetts
$55.3M
Name Market Value Shares Shares
Change 		Shares
Change %
DVM
176
Dreman Value Management
Florida
$327K 16,180 – –
CIBC World Market
177
CIBC World Market
Ontario, Canada
$326K 16,140 +16,140 New
GCP
178
GSA Capital Partners
United Kingdom
$320K 15,842 +15,842 New
PA
179
Profund Advisors
Maryland
$317K 15,676 +1,310 +9%
SG Americas Securities
180
SG Americas Securities
New York
$309K 15,276 +9,313 +156%
XK
181
Xact Kapitalforvaltning
Sweden
$304K 15,032 +5,000 +50%
UA
182
Unison Advisors
District of Columbia
$293K 14,502 +294 +2%
ECM
183
Element Capital Management
New York
$290K 14,369 +14,369 New
GIA
184
Gargoyle Investment Advisor
New Jersey
$282K 13,938 -2,196 -14%
CSS
185
Cubist Systematic Strategies
Connecticut
$272K 13,441 -9,011 -40%
Wellington Management Group
186
Wellington Management Group
Massachusetts
$269K 13,306 -220,869 -94%
CGH
187
Crossmark Global Holdings
Texas
$264K 13,068 -3,338 -20%
FCM
188
Flinton Capital Management
Pennsylvania
$257K 12,716 – –
LTFS
189
Ladenburg Thalmann Financial Services
Florida
$255K 12,638 -1,246 -9%
Commonwealth Equity Services
190
Commonwealth Equity Services
Massachusetts
$249K 12,357 -1,183 -9%
AB
191
Amalgamated Bank
New York
$232K 11,472 -275 -2%
TC
192
Trilogy Capital
California
$226K 11,190 -328 -3%
PAM
193
Panagora Asset Management
Massachusetts
$218K 10,803 +6,240 +137%
TAM
194
Tyers Asset Management
Texas
$212K 10,472 – –
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$208K 10,308 – –
RCM
196
Riverhead Capital Management
Delaware
$190K 9,421 – –
PNC Financial Services Group
197
PNC Financial Services Group
Pennsylvania
$187K 9,274 +97 +1%
SWP
198
Stratos Wealth Partners
Ohio
$178K 8,816 +6,601 +298%
JA
199
JOYN Advisors
Georgia
$177K 8,762 +8,762 New
NA
200
Neuburgh Advisers
California
$166K 8,228 – –
6 7
8
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