WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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327 hedge funds and large institutions have $5.25B invested in Waddell & Reed Financial, Inc. in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 123 increasing their positions, 126 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
-2
Holders Change %
-0.61%
% of All Funds
9.45%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
37
Increased
123
Reduced
126
Closed
35
Calls
$3.78M
Puts
$13.1M
Net Calls
-$9.28M
Net Calls Change
-$5.78M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$183M
2
Prudential Financial
2
Prudential Financial
New Jersey
$54.7M
3
QI
3
QS Investors
New York
$24.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$405M
5
Northern Trust
5
Northern Trust
Illinois
$85.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$265M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$40.1M
3
FAM
3
Fred Alger Management
New York
$7.82M
4
LCP
4
Lombardia Capital Partners
California
$0
5
EIP
5
Epoch Investment Partners
New York
$15M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$405M 5,494,711 +298,935 +6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$265M 3,601,846 -688,300 -16%
HCM
3
Herndon Capital Management
Georgia
$254M 3,453,642 -50,487 -1%
AL
4
AJO LP
Pennsylvania
$232M 3,146,790 +123,250 +4%
Jennison Associates
5
Jennison Associates
New York
$226M 3,068,358 +111,253 +4%
BIT
6
BlackRock Institutional Trust
California
$198M 2,687,241 +48,363 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$183M 2,487,660 +1,183,549 +91%
State Street
8
State Street
Massachusetts
$170M 2,304,911 +23,324 +1%
BFA
9
BlackRock Fund Advisors
California
$168M 2,282,250 -132,575 -5%
Fisher Asset Management
10
Fisher Asset Management
Washington
$161M 2,181,534 -30,500 -1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$153M 2,076,987 +2,706 +0.1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$128M 1,737,661 -186,758 -10%
Principal Financial Group
13
Principal Financial Group
Iowa
$121M 1,644,452 +218,089 +15%
Northern Trust
14
Northern Trust
Illinois
$85.4M 1,160,611 +242,810 +26%
Bank of America
15
Bank of America
North Carolina
$77.2M 1,049,102 +188,412 +22%
KCM
16
Kornitzer Capital Management
Kansas
$67.4M 916,114 -134,861 -13%
Ameriprise
17
Ameriprise
Minnesota
$64.7M 879,297 +36,127 +4%
GF
18
Gabelli Funds
New York
$64.3M 874,000 -10,000 -1%
Norges Bank
19
Norges Bank
Norway
$59.1M 802,391 – –
TAM
20
Tiverton Asset Management
Delaware
$58.9M 800,000 – –
PA
21
Pinnacle Associates
New York
$56.7M 770,277 -41,060 -5%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$55.8M 758,001 +16,403 +2%
Prudential Financial
23
Prudential Financial
New Jersey
$54.7M 742,513 +323,000 +77%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$51.8M 703,878 -64,554 -8%
ICM
25
IronBridge Capital Management
Illinois
$40.5M 549,596 -54,903 -9%
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