WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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246 hedge funds and large institutions have $1.35B invested in Waddell & Reed Financial, Inc. in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 102 reducing their positions, and 30 closing their positions.

Holders
246
Holders Change
+1
Holders Change %
+0.41%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
32
Increased
71
Reduced
102
Closed
30
Calls
$659K
Puts
$11.4M
Net Calls
-$10.7M
Net Calls Change
-$11.9M

Top Buyers

1
APG Asset Management
1
APG Asset Management
Netherlands
$31.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$25.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.99M
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.32M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$11.5M

Top Sellers

1
Skandinaviska Enskilda Banken (SEB)
1
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.8M
2
State Street
2
State Street
Massachusetts
$40M
3
JIM
3
Jupiter Investment Management
United Kingdom
$3.35M
4
FIM
4
Foresters Investment Management
New York
$10.4M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$275K
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$201M 11,654,046 -193,319 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M 8,149,429 +72,749 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.6M 3,909,522 -90,160 -2%
Invesco
4
Invesco
Georgia
$63.4M 3,668,354 -5,769 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$59.6M 3,446,606 +23,674 +0.7%
VBA
6
Van Berkom & Associates
Quebec, Canada
$45.1M 2,606,279 -34,569 -1%
State Street
7
State Street
Massachusetts
$40M 2,315,463 -369,861 -14%
Capital World Investors
8
Capital World Investors
California
$32M 1,850,000 – –
APG Asset Management
9
APG Asset Management
Netherlands
$31.7M 2,059,000 +1,062,000 +107%
Fisher Asset Management
10
Fisher Asset Management
Washington
$29.8M 1,724,761 -69,669 -4%
GI
11
GAMCO Investors
Connecticut
$27.2M 1,571,672 -45,233 -3%
Skandinaviska Enskilda Banken (SEB)
12
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.8M 1,551,300 -1,349,103 -47%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$26.6M 1,540,068 +49,849 +3%
Goldman Sachs
14
Goldman Sachs
New York
$25.1M 1,454,164 +662,594 +84%
BAM
15
Burgundy Asset Management
Ontario, Canada
$24M 1,388,411 -130,892 -9%
GF
16
Gabelli Funds
New York
$23.5M 1,362,000 -4,500 -0.3%
Norges Bank
17
Norges Bank
Norway
$22.4M 1,293,804 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$22.2M 1,282,127 -13,976 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.9M 1,207,991 +22,799 +2%
Northern Trust
20
Northern Trust
Illinois
$18.5M 1,068,494 -33,595 -3%
Wells Fargo
21
Wells Fargo
California
$17.6M 1,019,272 -79,129 -7%
Ameriprise
22
Ameriprise
Minnesota
$17M 981,614 +12,648 +1%
Brown Advisory
23
Brown Advisory
Maryland
$15.2M 880,254 -8,893 -1%
Charles Schwab
24
Charles Schwab
California
$13.7M 794,684 +16,486 +2%
Principal Financial Group
25
Principal Financial Group
Iowa
$11.9M 687,441 -31,672 -4%
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