WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 235 filers reported holding WADDELL & REED FINL INC in Q4 2017. The put-call ratio across all filers is 0.27 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,250,000 | +929.1% | 247,375 | +898.9% | 0.20% | +1022.2% |
| Q2 2019 | $413,000 | -7.4% | 24,765 | -4.0% | 0.02% | +5.9% |
| Q1 2019 | $446,000 | -83.7% | 25,810 | -82.9% | 0.02% | -84.5% |
| Q4 2018 | $2,737,000 | +645.8% | 151,370 | +773.5% | 0.11% | +900.0% |
| Q3 2018 | $367,000 | +67.6% | 17,330 | +41.9% | 0.01% | +57.1% |
| Q2 2018 | $219,000 | -98.1% | 12,210 | -97.8% | 0.01% | -98.1% |
| Q1 2018 | $11,415,000 | +0.8% | 564,843 | +11.4% | 0.36% | +5.8% |
| Q4 2017 | $11,325,000 | +5424.4% | 506,918 | +4864.9% | 0.34% | +5650.0% |
| Q3 2017 | $205,000 | -82.0% | 10,210 | -55.4% | 0.01% | -80.6% |
| Q4 2014 | $1,140,000 | +131.2% | 22,880 | +139.8% | 0.03% | +138.5% |
| Q3 2014 | $493,000 | -80.6% | 9,540 | -76.5% | 0.01% | -80.6% |
| Q2 2014 | $2,536,000 | -88.8% | 40,520 | -86.8% | 0.07% | -89.2% |
| Q1 2014 | $22,608,000 | +28.0% | 307,100 | +13.2% | 0.62% | +17.5% |
| Q4 2013 | $17,661,000 | +226.8% | 271,210 | +158.3% | 0.53% | +217.4% |
| Q3 2013 | $5,404,000 | +7.8% | 104,980 | -8.9% | 0.17% | +7.1% |
| Q2 2013 | $5,012,000 | – | 115,230 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HAHN CAPITAL MANAGEMENT LLC | 368,823 | $23,084,654,000 | 3.05% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,318,544 | $207,707,669,000 | 2.61% |
| NEW AMSTERDAM PARTNERS LLC/NY | 522,883 | $32,727,000 | 2.13% |
| Jupiter Investment Management Ltd | 404,786 | $25,335,000 | 1.42% |
| Monarch Partners Asset Management LLC | 76,399 | $4,782,000 | 1.25% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $50,075,000 | 1.12% |
| PINNACLE ASSOCIATES LTD | 730,376 | $45,714,000 | 0.89% |
| AJO, LP | 2,789,020 | $174,565,000 | 0.75% |
| HERMES INVESTMENT MANAGEMENT LTD | 430,204 | $26,926,000 | 0.74% |
| GRIMES & COMPANY, INC. | 43,624 | $2,730,000 | 0.72% |