WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $175,000 | -78.3% | 7,004 | -77.9% | 0.00% | -100.0% |
| Q4 2020 | $806,000 | +243.0% | 31,640 | +100.0% | 0.00% | – |
| Q3 2020 | $235,000 | -4.1% | 15,820 | +0.2% | 0.00% | – |
| Q2 2020 | $245,000 | +36.1% | 15,794 | -0.4% | 0.00% | – |
| Q1 2020 | $180,000 | -32.3% | 15,857 | -0.2% | 0.00% | -100.0% |
| Q4 2019 | $266,000 | -2.2% | 15,893 | +0.2% | 0.00% | 0.0% |
| Q3 2019 | $272,000 | +3.0% | 15,855 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $264,000 | -4.0% | 15,818 | -0.6% | 0.00% | 0.0% |
| Q1 2019 | $275,000 | -4.5% | 15,918 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $288,000 | -14.5% | 15,918 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $337,000 | +17.8% | 15,918 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $286,000 | -54.2% | 15,918 | -48.5% | 0.00% | 0.0% |
| Q1 2018 | $624,000 | +80.9% | 30,896 | +100.0% | 0.00% | 0.0% |
| Q4 2017 | $345,000 | +3.9% | 15,448 | -6.6% | 0.00% | 0.0% |
| Q3 2017 | $332,000 | +6.4% | 16,538 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $312,000 | +11.8% | 16,538 | +0.9% | 0.00% | 0.0% |
| Q1 2017 | $279,000 | -19.6% | 16,389 | -7.8% | 0.00% | 0.0% |
| Q4 2016 | $347,000 | +16.4% | 17,776 | +8.5% | 0.00% | 0.0% |
| Q3 2016 | $298,000 | +5.7% | 16,389 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $282,000 | -26.9% | 16,389 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $386,000 | -17.9% | 16,389 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $470,000 | -18.7% | 16,389 | -1.4% | 0.00% | -50.0% |
| Q3 2015 | $578,000 | -26.5% | 16,617 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $786,000 | -5.2% | 16,617 | -0.7% | 0.00% | 0.0% |
| Q1 2015 | $829,000 | +20.0% | 16,729 | +20.6% | 0.00% | 0.0% |
| Q4 2014 | $691,000 | -20.1% | 13,873 | -17.1% | 0.00% | -33.3% |
| Q3 2014 | $865,000 | -58.7% | 16,731 | -50.0% | 0.00% | 0.0% |
| Q2 2014 | $2,096,000 | +70.1% | 33,472 | +100.0% | 0.00% | -25.0% |
| Q1 2014 | $1,232,000 | +13.0% | 16,739 | +0.0% | 0.00% | +33.3% |
| Q4 2013 | $1,090,000 | +26.5% | 16,737 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $862,000 | +18.4% | 16,737 | +0.0% | 0.00% | +50.0% |
| Q2 2013 | $728,000 | – | 16,736 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kellner Capital, LLC | 364,958 | $9,142,000 | 3.32% |
| ALPINE ASSOCIATES MANAGEMENT INC. | 1,970,010 | $49,348,000 | 1.34% |
| Chicago Capital Management, LLC | 101,877 | $2,552,000 | 1.19% |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | 427,580 | $10,711,000 | 1.10% |
| Weather Gauge Advisory, LLC | 35,549 | $890,000 | 1.05% |
| Burgundy Asset Management Ltd. | 3,353,441 | $84,004,000 | 0.86% |
| SPRING CREEK CAPITAL LLC | 562,291 | $14,085,000 | 0.61% |
| AQR Arbitrage LLC | 630,797 | $15,801,000 | 0.57% |
| NEXPOINT ASSET MANAGEMENT, L.P. | 81,954 | $2,053,000 | 0.54% |
| Factorial Partners, LLC | 755,450 | $755,450,000 | 0.52% |