Waddell & Reed Financial, Inc.

WDR

Delisted

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

248 hedge funds and large institutions have $1.72B invested in Waddell & Reed Financial, Inc. in 2018 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 79 increasing their positions, 91 reducing their positions, and 24 closing their positions.

New

Increased

Maintained

Reduced

Closed

188% more call options, than puts

Call options by funds: $3.44M | Put options by funds: $1.19M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

20% more capital invested

Capital invested by funds: $1.43B → $1.72B (+$286M)

4% more funds holding

Funds holding: 239 → 248 (+9)

13% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 91

Holders

248

Holders Change

Holders Change %

+3.77%

% of All Funds

5.67%

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

$3.44M

Puts

$1.19M

Net Calls

+$2.25M

Net Calls Change

+$1.22M

Top Buyers

1	Citadel Advisors Miami, Florida	+$22.3M
2	Wells Fargo San Francisco, California	+$16.4M
3	WI WBI Investments Red Bank, New Jersey	+$8.94M
4	Brown Advisory Baltimore, Maryland	+$6.5M
5	GLA Great Lakes Advisors Chicago, Illinois	+$5.8M

Top Sellers

1	Schroder Investment Management Group London, United Kingdom	-$30.6M
2	JIM Jupiter Investment Management London, United Kingdom	-$8.44M
3	AAMU Amundi Asset Management US Boston, Massachusetts	-$7.23M
4	TCIM TIAA CREF Investment Management New York	-$5.41M
5	Millennium Management New York	-$4.78M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 BlackRock New York	$248M	+$139K	+6,889	+0.1%
2	2 Vanguard Group Malvern, Pennsylvania	$169M	-$2.78M	-138,361	-2%
3	3 Fidelity Investments Boston, Massachusetts	$102M	+$2.92M	+144,941	+3%
4	4 Invesco Atlanta, Georgia	$85.6M	+$105K	+5,230	+0.1%
5	5 Dimensional Fund Advisors Austin, Texas	$71.6M	+$865K	+43,011	+1%
6	6 State Street Boston, Massachusetts	$58.7M	+$1.85M	+92,007	+3%
7	VBA 7 Van Berkom & Associates Montreal, Quebec, Canada	$57.9M	+$5.76M	+286,363	+12%
8	8 Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$40.3M	+$1.46M	+72,800	+4%
9	9 Capital World Investors Los Angeles, California	$39.2M	–	–	–
10	10 Fisher Asset Management Camas, Washington	$38.5M	-$1.04M	-51,641	-3%
11	11 Fuller & Thaler Asset Management San Mateo, California	$35.9M	-$768K	-38,195	-2%
12	GI 12 GAMCO Investors Greenwich, Connecticut	$34.9M	-$491K	-24,423	-1%
13	13 Citadel Advisors Miami, Florida	$34.2M	+$22.3M	+1,107,255	+218%
14	GF 14 Gabelli Funds Rye, New York	$29M	-$1.9M	-94,500	-6%
15	15 Bank of New York Mellon New York	$27.3M	+$587K	+29,171	+2%
16	16 Geode Capital Management Boston, Massachusetts	$25M	+$520K	+25,876	+2%
17	17 T. Rowe Price Associates Baltimore, Maryland	$25M	+$290K	+14,411	+1%
18	18 Norges Bank Oslo, Norway	$24.3M	–	–	–
19	19 Wells Fargo San Francisco, California	$24M	+$16.4M	+815,669	+255%
20	20 Northern Trust Chicago, Illinois	$23.5M	+$34.5K	+1,716	+0.2%
21	BAM 21 Burgundy Asset Management Toronto, Ontario, Canada	$20.9M	-$1.27M	-63,370	-6%
22	FIM 22 Foresters Investment Management New York	$20.6M	-$702K	-34,900	-3%
23	23 Ameriprise Minneapolis, Minnesota	$18.7M	+$2.53M	+125,986	+17%
24	24 Charles Schwab San Francisco, California	$17M	+$277K	+13,763	+2%
25	25 Principal Financial Group Des Moines, Iowa	$16.2M	+$89.9K	+4,471	+0.6%