WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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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

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$206M
2
Invesco
2
Invesco
Georgia
$38.4M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$25.1M
4
BAM
4
Burgundy Asset Management
Ontario, Canada
$22.8M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$177M

Top Sellers

1
LCOV
1
London Company of Virginia
Virginia
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$109M
3
Victory Capital Management
3
Victory Capital Management
Texas
$225K
4
RA
4
Royce & Associates
New York
$791K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.94M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
BlackRock Fund Advisors
California
$206M 8,746,488 +5,704,745 +188%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$177M 7,515,643 +493,060 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$132M 5,608,292 +148,617 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$109M 4,622,002 -2,880,000 -38%
HCM
5
Herndon Capital Management
Georgia
$81.5M 3,464,095 -551,452 -14%
BIT
6
BlackRock Institutional Trust
California
$57.8M 2,454,727 -80,062 -3%
State Street
7
State Street
Massachusetts
$56.6M 2,405,533 +99,456 +4%
Fisher Asset Management
8
Fisher Asset Management
Washington
$42.7M 1,905,366 -25,346 -1%
Invesco
9
Invesco
Georgia
$38.4M 1,632,302 +1,130,029 +225%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$37.7M 1,600,452 -90,012 -5%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$30.1M 1,272,685 +146,900 +13%
EIP
12
Epoch Investment Partners
New York
$28.2M 1,196,397 +34,053 +3%
Northern Trust
13
Northern Trust
Illinois
$27.6M 1,063,524 -51,778 -5%
Goldman Sachs
14
Goldman Sachs
New York
$25.9M 1,100,916 +250,751 +29%
Norges Bank
15
Norges Bank
Norway
$25.6M 1,086,116 +42,248 +4%
AL
16
AJO LP
Pennsylvania
$25.4M 1,078,015 -306,223 -22%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$25.1M 1,067,693 +1,064,793 +36,717%
PA
18
Pinnacle Associates
New York
$23.3M 990,425 +188,735 +24%
BAM
19
Burgundy Asset Management
Ontario, Canada
$22.8M 968,643 +616,663 +175%
GF
20
Gabelli Funds
New York
$22.2M 941,000 +45,000 +5%
First Trust Advisors
21
First Trust Advisors
Illinois
$21.7M 922,249 +346,446 +60%
LCP
22
Lombardia Capital Partners
California
$19.9M 847,214 +51,997 +7%
HCM
23
Hodges Capital Management
Texas
$17.1M 726,360 +84,629 +13%
GI
24
GAMCO Investors
Connecticut
$15.9M 674,000 +280,500 +71%
Bank of America
25
Bank of America
North Carolina
$15.8M 671,289 -383,822 -36%
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