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.

Holders
254
Holders Change
-31
Holders Change %
-10.88%
% of All Funds
6.78%
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 Market Value Shares Shares
Change
Shares
Change %
Barclays
201
Barclays
United Kingdom
$179K 7,776 +5,293 +213%
Group One Trading
202
Group One Trading
Illinois
$175K 7,415 -1,280 -15%
US Bancorp
203
US Bancorp
Minnesota
$157K 6,670 +1,187 +22%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$153K 6,500 +1,530 +31%
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$136K 5,779 +1,190 +26%
PAM
206
Panagora Asset Management
Massachusetts
$124K 5,263 -18,003 -77%
SF
207
Synovus Financial
Georgia
$91K 3,892
Creative Planning
208
Creative Planning
Kansas
$85K 3,629 +52 +1%
WAM
209
Wealthspire Advisors (Maryland)
Maryland
$72K 3,054 +1,544 +102%
DSC
210
Duncker Streett & Co
Missouri
$71K 3,000
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$67K 2,834 +2,834 New
DADC
212
D.A. Davidson & Co
Montana
$66K 2,865 -7,635 -73%
LIA
213
LS Investment Advisors
Michigan
$64K 2,716
SEI Investments
214
SEI Investments
Pennsylvania
$62K 2,623 +1,802 +219%
JIM
215
Jupiter Investment Management
United Kingdom
$60K 2,587
MFS
216
MSI Financial Services
Massachusetts
$59K 2,522 -528 -17%
Fifth Third Bancorp
217
Fifth Third Bancorp
Ohio
$51K 2,164 -45,189 -95%
OC
218
Oakworth Capital
Alabama
$45K 1,894
NFG
219
Next Financial Group
Texas
$40K 1,700 -500 -23%
QI
220
QS Investors
New York
$39K 1,649 -1,507 -48%
PAI
221
Pittenger & Anderson Inc
Nebraska
$32K 1,356
FCCM
222
First City Capital Management
Georgia
$28.8K 1,222 +1,200 +5,455%
LTFS
223
Ladenburg Thalmann Financial Services
Florida
$24K 1,036 -503 -33%
FHA
224
First Horizon Advisors
Tennessee
$22K 1,005 -75 -7%
TRCT
225
Tower Research Capital (TRC)
New York
$21K 910 +910 New