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 2017 | $12,014,000 | +154.3% | 537,794 | +128.4% | 0.19% | +122.6% |
| Q3 2017 | $4,725,000 | -18.0% | 235,439 | -22.9% | 0.08% | -31.7% |
| Q2 2017 | $5,762,000 | +121.6% | 305,175 | +99.5% | 0.12% | +115.8% |
| Q1 2017 | $2,600,000 | -28.9% | 152,932 | -18.4% | 0.06% | -48.6% |
| Q4 2016 | $3,658,000 | +215.3% | 187,497 | +193.4% | 0.11% | +158.1% |
| Q3 2016 | $1,160,000 | -78.9% | 63,898 | -45.0% | 0.04% | -80.4% |
| Q2 2015 | $5,498,000 | +15.0% | 116,227 | +20.5% | 0.22% | +14.7% |
| Q1 2015 | $4,780,000 | +65.7% | 96,482 | +66.7% | 0.19% | +28.2% |
| Q4 2014 | $2,884,000 | -16.0% | 57,887 | -12.9% | 0.15% | -44.0% |
| Q3 2014 | $3,435,000 | – | 66,446 | – | 0.27% | – |
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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% |