WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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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

Top Buyers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$24M
2
Citadel Advisors
2
Citadel Advisors
Florida
$9.22M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.1M
4
IP
4
Interval Partners
New York
$4.26M
5
PI
5
Putnam Investments
Massachusetts
$4.63M

Top Sellers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$46M
2
RT
2
Rockland Trust
Massachusetts
$1.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$86.3M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$22.7M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$53.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BTIS
201
BB&T Investment Services
North Carolina
$10K – – –
CG
202
Cutler Group
California
$8K -$111K -6,113 -93%
TDC
203
Thompson Davis & Co
Virginia
$8K – – –
BFEC
204
Benjamin F. Edwards & Company
Missouri
$8K +$8K +390 New
Loomis, Sayles & Company
205
Loomis, Sayles & Company
Massachusetts
$7K -$30.4K -1,615 -81%
FMA
206
FNY Managed Accounts
New York
$7K +$7K +380 New
GAM
207
Gemmer Asset Management
California
$6K – – –
ASN
208
Advisory Services Network
Georgia
$5K – – –
AF
209
Allworth Financial
California
$4K – – –
SIC
210
Salem Investment Counselors
North Carolina
$3K – – –
CAW
211
Cornerstone Advisors (Washington)
Washington
$2K – – –
NFG
212
Next Financial Group
Texas
$2K – – –
PCP
213
Proficio Capital Partners
Massachusetts
$1K – – –
PFBT
214
Parkside Financial Bank & Trust
Missouri
$1K +$250 +14 +33%
Walleye Trading
215
Walleye Trading
New York
$115 +$115 +5,728 New
HHC
216
Hutchin Hill Capital
New York
– -$4.11M -217,400 Closed
MC
217
Menta Capital
California
– -$2.12M -112,096 Closed
SCA
218
Secor Capital Advisors
New York
– -$2.02M -106,929 Closed
Alyeska Investment Group
219
Alyeska Investment Group
Illinois
– -$1.17M -61,859 Closed
B
220
BancorpSouth
Mississippi
– -$899K -47,630 Closed
Millennium Management
221
Millennium Management
New York
– -$719K -38,099 Closed
FRM
222
Fox Run Management
Connecticut
– -$604K -32,000 Closed
HAG
223
HighPoint Advisor Group
Illinois
– -$418K -21,360 Closed
NIT
224
NumerixS Investment Technologies
British Columbia, Canada
– -$338K -17,900 Closed
ANI
225
American National Insurance
Texas
– -$289K -15,300 Closed
6 7 8
9
10