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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $2,089,000 | -46.4% | 82,010 | -68.7% | 0.95% | -53.8% |
| Q3 2020 | $3,897,000 | +9.0% | 262,410 | +13.9% | 2.06% | +7.9% |
| Q2 2020 | $3,574,000 | +36.3% | 230,410 | 0.0% | 1.91% | -2.0% |
| Q1 2020 | $2,622,000 | -58.4% | 230,410 | -38.9% | 1.95% | -35.9% |
| Q4 2019 | $6,301,000 | +15.7% | 376,910 | +18.9% | 3.04% | -5.4% |
| Q3 2019 | $5,444,000 | +40.2% | 316,910 | +36.1% | 3.22% | +46.8% |
| Q2 2019 | $3,883,000 | -15.2% | 232,910 | -12.0% | 2.19% | +3.0% |
| Q1 2019 | $4,577,000 | -45.3% | 264,705 | -42.8% | 2.13% | -16.7% |
| Q4 2018 | $8,362,000 | -20.5% | 462,483 | -6.9% | 2.55% | +11.1% |
| Q3 2018 | $10,518,000 | -0.9% | 496,583 | -15.9% | 2.30% | -13.1% |
| Q2 2018 | $10,609,000 | +7.3% | 590,342 | +20.7% | 2.64% | +5.3% |
| Q1 2018 | $9,885,000 | -25.5% | 489,142 | -17.7% | 2.51% | -12.5% |
| Q4 2017 | $13,276,000 | +8.7% | 594,242 | -2.4% | 2.87% | +2.6% |
| Q3 2017 | $12,219,000 | -5.8% | 608,802 | -11.3% | 2.80% | -4.5% |
| Q2 2017 | $12,965,000 | -4.7% | 686,702 | -14.2% | 2.93% | -3.9% |
| Q1 2017 | $13,610,000 | +36.0% | 800,602 | +56.1% | 3.04% | +12.0% |
| Q4 2016 | $10,009,000 | +1.0% | 513,002 | -6.0% | 2.72% | -1.7% |
| Q3 2016 | $9,906,000 | +38.4% | 545,502 | +31.3% | 2.77% | +25.4% |
| Q2 2016 | $7,155,000 | -4.4% | 415,502 | +30.7% | 2.21% | +4.2% |
| Q1 2016 | $7,481,000 | -11.2% | 317,802 | +8.1% | 2.12% | -1.0% |
| Q4 2015 | $8,425,000 | +46.8% | 293,982 | +78.0% | 2.14% | +38.9% |
| Q3 2015 | $5,741,000 | – | 165,116 | – | 1.54% | – |
Download | ||||||
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% |