WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 314 filers reported holding WADDELL & REED FINL INC in Q4 2014. The put-call ratio across all filers is 0.76 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $475,000 | -2.7% | 9,558 | +0.8% | 0.01% | -11.1% |
| Q3 2014 | $488,000 | -68.6% | 9,482 | -61.8% | 0.01% | -67.9% |
| Q2 2014 | $1,553,000 | -0.4% | 24,819 | +17.2% | 0.03% | -6.7% |
| Q1 2014 | $1,560,000 | +14.5% | 21,185 | +1.4% | 0.03% | +36.4% |
| Q4 2013 | $1,362,000 | +36.9% | 20,883 | +8.1% | 0.02% | +15.8% |
| Q3 2013 | $995,000 | +34.6% | 19,320 | +13.7% | 0.02% | +18.8% |
| Q2 2013 | $739,000 | – | 16,989 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VALLEY NATIONAL ADVISERS INC | 64,630 | $4,209,000 | 3.17% |
| HAHN CAPITAL MANAGEMENT LLC | 435,125 | $21,677,921,000 | 2.47% |
| HERNDON CAPITAL MANAGEMENT LLC | 3,184,704 | $158,662,000 | 2.16% |
| Monarch Partners Asset Management LLC | 164,172 | $8,179,000 | 1.78% |
| First Allied Asset Management, Inc. | 157,741 | $7,876,000 | 1.10% |
| Alpine Partners USVI, LLC | 6,108 | $304,000 | 1.01% |
| MIDAS MANAGEMENT CORP | 33,000 | $1,644,000 | 0.86% |
| Jupiter Investment Management Ltd | 475,996 | $23,714,000 | 0.84% |
| TIVERTON ASSET MANAGEMENT LLC | 800,000 | $39,858,000 | 0.83% |
| Lombard Odier Asset Management (Europe) Ltd | 71,288 | $3,569,000 | 0.78% |