WDR

Waddell & Reed Financial, Inc.
WDR

Delisted

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

227 hedge funds and large institutions have $1.31B invested in Waddell & Reed Financial, Inc. in 2017 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 111 increasing their positions, 55 reducing their positions, and 36 closing their positions.

Holders
227
Holders Change
-21
Holders Change %
-8.47%
% of All Funds
5.66%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
111
Reduced
55
Closed
36
Calls
$11.1M
Puts
$4.46M
Net Calls
+$6.63M
Net Calls Change
+$3.2M
Name Market Value Shares Shares
Change
Shares
Change %
Fifth Third Bancorp
201
Fifth Third Bancorp
Ohio
$23K 1,364
PAI
202
Pittenger & Anderson Inc
Nebraska
$23K 1,356
BIG
203
Bellwether Investment Group
Tennessee
$23K 1,352 +33 +3%
QCG
204
Quadrant Capital Group
Ohio
$21K 1,272 +408 +47%
PCM
205
Penserra Capital Management
California
$20K 1,230 -123 -9%
VIA
206
Vantage Investment Advisors
Pennsylvania
$17K 1,000 +1,000 New
Citigroup
207
Citigroup
New York
$13K 784 +657 +517%
IUHSA
208
Itau Unibanco Holding S.A.
Brazil
$13K 770 +770 New
EWM
209
Edge Wealth Management
New York
$9K 500
BFEC
210
Benjamin F. Edwards & Company
Missouri
$9K 500 +500 New
BTIS
211
BB&T Investment Services
North Carolina
$8K 488
TDC
212
Thompson Davis & Co
Virginia
$7K 426
WCBA
213
Weaver C. Barksdale & Associates
Tennessee
$6K 364
GAM
214
Gemmer Asset Management
California
$6K 345 +61 +21%
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
$6K 372 +372 New
ASN
216
Advisory Services Network
Georgia
$5K 271 +271 New
TCM
217
Tradewinds Capital Management
Washington
$5K 284 +284 New
LJHT
218
Laurie J. Hall Trustee
$4.33K 260
AF
219
Allworth Financial
California
$3K 200
PA
220
Parallel Advisors
California
$3K 150
CAW
221
Cornerstone Advisors (Washington)
Washington
$2K 115
PCP
222
Proficio Capital Partners
Massachusetts
$1K 52
Walleye Trading
223
Walleye Trading
New York
$372 21,900 +21,900 New
Wellington Management Group
224
Wellington Management Group
Massachusetts
-351,406 Closed
Two Sigma Investments
225
Two Sigma Investments
New York
-235,304 Closed