WDR

Waddell & Reed Financial, Inc.
WDR

Overview Fund Activity
Delisted

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

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231 hedge funds and large institutions have $1.29B invested in Waddell & Reed Financial, Inc. in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 40 closing their positions.

Holders
231
Holders Change
-15
Holders Change %
-6.1%
% of All Funds
5.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
72
Reduced
83
Closed
40
Calls
$1.41M
Puts
$17.6M
Net Calls
-$16.2M
Net Calls Change
-$5.42M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$28.6M
2
APG Asset Management
2
APG Asset Management
Netherlands
$36.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$12.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$5.88M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$5.07M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$4.36M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M
3
Skandinaviska Enskilda Banken (SEB)
3
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.1M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$60M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$195M 11,721,219 +67,173 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$117M 6,996,958 -1,152,471 -14%
Invesco
3
Invesco
Georgia
$62.1M 3,727,860 +59,506 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$60M 3,598,352 -311,170 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$57.3M 3,439,256 -7,350 -0.2%
VBA
6
Van Berkom & Associates
Quebec, Canada
$43.2M 2,594,388 -11,891 -0.5%
State Street
7
State Street
Massachusetts
$39.1M 2,344,443 +28,980 +1%
APG Asset Management
8
APG Asset Management
Netherlands
$36.6M 2,497,900 +438,900 +21%
Capital World Investors
9
Capital World Investors
California
$30.8M 1,850,000 – –
Fisher Asset Management
10
Fisher Asset Management
Washington
$29.1M 1,747,294 +22,533 +1%
Arrowstreet Capital
11
Arrowstreet Capital
Massachusetts
$28.6M 1,718,026 +1,255,970 +272%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$25.9M 1,555,867 +15,799 +1%
GI
13
GAMCO Investors
Connecticut
$25.2M 1,513,557 -58,115 -4%
BAM
14
Burgundy Asset Management
Ontario, Canada
$23.3M 1,397,213 +8,802 +0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23M 1,381,305 +99,178 +8%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$22.3M 1,339,725 +131,734 +11%
Norges Bank
17
Norges Bank
Norway
$21.6M 1,293,804 – –
GF
18
Gabelli Funds
New York
$21.5M 1,288,000 -74,000 -5%
Northern Trust
19
Northern Trust
Illinois
$17.9M 1,073,455 +4,961 +0.5%
Wells Fargo
20
Wells Fargo
California
$15.6M 934,715 -84,557 -8%
Ameriprise
21
Ameriprise
Minnesota
$15.4M 920,927 -60,687 -6%
Brown Advisory
22
Brown Advisory
Maryland
$14.6M 875,787 -4,467 -0.5%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$14.4M 866,664 +200,854 +30%
Skandinaviska Enskilda Banken (SEB)
24
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.1M 844,300 -707,000 -46%
Charles Schwab
25
Charles Schwab
California
$13.6M 813,037 +18,353 +2%
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