WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 201 filers reported holding WADDELL & REED FINL INC in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $8,983,000 | +57.0% | 358,607 | +59.7% | 0.01% | +50.0% |
| Q4 2020 | $5,721,000 | +89.2% | 224,618 | +10.3% | 0.00% | 0.0% |
| Q3 2020 | $3,024,000 | +55.5% | 203,658 | +62.4% | 0.00% | +33.3% |
| Q2 2020 | $1,945,000 | +61.3% | 125,378 | +18.3% | 0.00% | 0.0% |
| Q1 2020 | $1,206,000 | -55.1% | 105,965 | -34.1% | 0.00% | 0.0% |
| Q4 2019 | $2,687,000 | +121.0% | 160,699 | +126.9% | 0.00% | +50.0% |
| Q3 2019 | $1,216,000 | -12.3% | 70,824 | -11.7% | 0.00% | 0.0% |
| Q1 2019 | $1,387,000 | +530.5% | 80,205 | +559.9% | 0.00% | – |
| Q4 2018 | $220,000 | -95.4% | 12,155 | -94.6% | 0.00% | -100.0% |
| Q3 2018 | $4,769,000 | -42.7% | 225,162 | -51.4% | 0.01% | -45.5% |
| Q2 2018 | $8,321,000 | -42.0% | 463,069 | -34.7% | 0.01% | -42.1% |
| Q1 2018 | $14,336,000 | +726.3% | 709,347 | +813.1% | 0.02% | +850.0% |
| Q4 2017 | $1,735,000 | +141.3% | 77,682 | +103.9% | 0.00% | +100.0% |
| Q2 2017 | $719,000 | -86.4% | 38,099 | -86.9% | 0.00% | -88.9% |
| Q3 2016 | $5,287,000 | -49.5% | 291,129 | -52.1% | 0.01% | -62.5% |
| Q2 2016 | $10,469,000 | +167.5% | 607,956 | +265.8% | 0.02% | +140.0% |
| Q1 2016 | $3,913,000 | +4.2% | 166,212 | +26.8% | 0.01% | +25.0% |
| Q4 2015 | $3,755,000 | +5.8% | 131,036 | +28.4% | 0.01% | +14.3% |
| Q3 2015 | $3,548,000 | +236.9% | 102,028 | +358.6% | 0.01% | +250.0% |
| Q2 2015 | $1,053,000 | -91.9% | 22,248 | -91.5% | 0.00% | -91.7% |
| Q1 2015 | $12,994,000 | -66.0% | 262,285 | -65.8% | 0.02% | -70.4% |
| Q4 2014 | $38,253,000 | +9.9% | 767,815 | +14.0% | 0.08% | -8.0% |
| Q3 2014 | $34,809,000 | -9.7% | 673,409 | +9.4% | 0.09% | -17.8% |
| Q2 2014 | $38,539,000 | +231.6% | 615,736 | +290.0% | 0.11% | +214.7% |
| Q1 2014 | $11,623,000 | -17.4% | 157,877 | -26.9% | 0.03% | -22.7% |
| Q4 2013 | $14,070,000 | +1073.5% | 216,061 | +683.9% | 0.04% | +1000.0% |
| Q2 2013 | $1,199,000 | – | 27,561 | – | 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% |