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WDR

Waddell & Reed Financial, Inc.

WDR

Delisted

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

218 hedge funds and large institutions have $1.55B invested in Waddell & Reed Financial, Inc. in 2017 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 36 closing their positions.

New

Increased

Maintained

Reduced

Closed

289% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $3.05M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

18% more capital invested

Capital invested by funds: $1.31B → $1.55B (+$239M)

4% less funds holding

Funds holding: 227 → 218 (-9)

22% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 36

Holders

218

Holders Change

-9

Holders Change %

-3.96%

% of All Funds

5.44%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+100%

% of All Funds

0.05%

New

Increased

Reduced

Closed

Calls

$11.9M

Puts

$3.05M

Net Calls

+$8.83M

Net Calls Change

+$2.2M

Top Buyers

1	Fidelity Investments Boston, Massachusetts	+$36M
2	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	+$15.1M
3	Vanguard Group Malvern, Pennsylvania	+$13.7M
4	Schroder Investment Management Group London, United Kingdom	+$13.4M
5	Capital World Investors Los Angeles, California	+$12.7M

Top Sellers

1	PA Pinnacle Associates New York	-$13.1M
2	State Street Boston, Massachusetts	-$9.29M
3	AQR Capital Management Greenwich, Connecticut	-$8.61M
4	Prudential Financial Newark, New Jersey	-$5.97M
5	Charles Schwab San Francisco, California	-$4.51M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 BlackRock New York	$314M	-$1.12M	-63,736	-0.4%
2	2 Vanguard Group Malvern, Pennsylvania	$143M	+$13.7M	+781,453	+11%
3	3 Fidelity Investments Boston, Massachusetts	$91.7M	+$36M	+2,052,378	+73%
4	4 Invesco Atlanta, Georgia	$84.1M	+$8.99M	+512,188	+13%
5	5 Fuller & Thaler Asset Management San Mateo, California	$64.4M	+$280K	+15,941	+0.5%
6	6 Schroder Investment Management Group London, United Kingdom	$56.2M	+$13.4M	+765,800	+35%
7	7 State Street Boston, Massachusetts	$55.7M	-$9.29M	-528,994	-15%
8	8 Dimensional Fund Advisors Austin, Texas	$50.9M	+$12.2M	+692,766	+35%
9	VBA 9 Van Berkom & Associates Montreal, Quebec, Canada	$44.8M	+$5.96M	+339,158	+17%
10	10 Capital World Investors Los Angeles, California	$34.9M	+$12.7M	+725,000	+64%
11	11 Fisher Asset Management Camas, Washington	$33.8M	-$1.08M	-61,561	-3%
12	GI 12 GAMCO Investors Greenwich, Connecticut	$31.1M	+$1.52M	+86,650	+6%
13	13 Bank of New York Mellon New York	$29.4M	+$412K	+23,436	+2%
14	14 T. Rowe Price Associates Baltimore, Maryland	$27.9M	+$3.98M	+226,496	+18%
15	GF 15 Gabelli Funds Rye, New York	$27.6M	+$281K	+16,000	+1%
16	16 Carson Wealth (CWM LLC) Omaha, Nebraska	$25.1M	+$5.15M	+293,262	+28%
17	17 Norges Bank Oslo, Norway	$20.4M	+$4.18M	+238,005	+28%
18	18 Northern Trust Chicago, Illinois	$20.3M	-$3.81M	-217,014	-17%
19	19 Geode Capital Management Boston, Massachusetts	$19.8M	+$890K	+50,706	+5%
20	20 Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$16.3M	+$15.1M	+860,700	New
21	BAM 21 Burgundy Asset Management Toronto, Ontario, Canada	$15.7M	-$59.4K	-3,381	-0.4%
22	22 Principal Financial Group Des Moines, Iowa	$12.3M	+$5.65M	+322,032	+98%
23	23 Deutsche Bank Frankfurt Am Main Ge, Germany	$11.6M	+$601K	+34,198	+6%
24	24 AQR Capital Management Greenwich, Connecticut	$11.4M	-$8.61M	-490,386	-45%
25	25 Goldman Sachs New York	$10.7M	+$5.1M	+290,706	+106%