WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 239 filers reported holding WADDELL & REED FINL INC in Q2 2018. The put-call ratio across all filers is 0.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $254,000 | -32.1% | 22,360 | 0.0% | 0.01% | -33.3% |
| Q4 2019 | $374,000 | -0.8% | 22,360 | +2.0% | 0.01% | -14.3% |
| Q3 2019 | $377,000 | -23.1% | 21,920 | -25.5% | 0.01% | -58.8% |
| Q2 2019 | $490,000 | -2.6% | 29,420 | +1.0% | 0.03% | +3.0% |
| Q1 2019 | $503,000 | -7.2% | 29,120 | -2.8% | 0.03% | +3.1% |
| Q4 2018 | $542,000 | +1.1% | 29,950 | +0.5% | 0.03% | +14.3% |
| Q2 2018 | $536,000 | -20.1% | 29,810 | -10.2% | 0.03% | -15.2% |
| Q1 2018 | $671,000 | -5.1% | 33,210 | +5.0% | 0.03% | -5.7% |
| Q4 2017 | $707,000 | +12.2% | 31,640 | +0.9% | 0.04% | +6.1% |
| Q3 2017 | $630,000 | +68.0% | 31,370 | +57.8% | 0.03% | +73.7% |
| Q2 2017 | $375,000 | -42.0% | 19,880 | -47.8% | 0.02% | -38.7% |
| Q1 2017 | $647,000 | -12.8% | 38,050 | 0.0% | 0.03% | -13.9% |
| Q4 2016 | $742,000 | +11.7% | 38,050 | +4.0% | 0.04% | +5.9% |
| Q3 2016 | $664,000 | +6.9% | 36,570 | +1.4% | 0.03% | 0.0% |
| Q2 2016 | $621,000 | -3.1% | 36,080 | +32.4% | 0.03% | -20.9% |
| Q1 2016 | $641,000 | -16.9% | 27,250 | +1.3% | 0.04% | -24.6% |
| Q4 2015 | $771,000 | -64.9% | 26,910 | -47.7% | 0.06% | -32.9% |
| Q3 2015 | $2,198,000 | +76.7% | 51,440 | +95.6% | 0.08% | -4.5% |
| Q2 2015 | $1,244,000 | -0.7% | 26,300 | +4.0% | 0.09% | -8.2% |
| Q1 2015 | $1,253,000 | -8.3% | 25,300 | -7.7% | 0.10% | +4.3% |
| Q4 2014 | $1,366,000 | +9.2% | 27,420 | +13.3% | 0.09% | -2.1% |
| Q3 2014 | $1,251,000 | -15.3% | 24,200 | +2.5% | 0.10% | -14.4% |
| Q2 2014 | $1,477,000 | -15.0% | 23,600 | 0.0% | 0.11% | -17.8% |
| Q1 2014 | $1,737,000 | +13.5% | 23,600 | +0.4% | 0.14% | -13.5% |
| Q4 2013 | $1,530,000 | +109.3% | 23,500 | +65.5% | 0.16% | +56.0% |
| Q3 2013 | $731,000 | – | 14,200 | – | 0.10% | – |
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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% |