WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 226 filers reported holding WADDELL & REED FINL INC in Q4 2020. The put-call ratio across all filers is 0.18 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $22,683,000 | +283.3% | 905,498 | +289.7% | 0.00% | +200.0% |
| Q4 2020 | $5,918,000 | +61.6% | 232,372 | -5.7% | 0.00% | – |
| Q3 2020 | $3,661,000 | +19.3% | 246,534 | +24.6% | 0.00% | – |
| Q2 2020 | $3,070,000 | -9.5% | 197,920 | -33.6% | 0.00% | -100.0% |
| Q1 2020 | $3,393,000 | -24.8% | 298,085 | +10.4% | 0.00% | 0.0% |
| Q4 2019 | $4,514,000 | -7.4% | 270,012 | -4.8% | 0.00% | 0.0% |
| Q3 2019 | $4,874,000 | -15.7% | 283,748 | -18.2% | 0.00% | 0.0% |
| Q2 2019 | $5,779,000 | -9.6% | 346,676 | -6.3% | 0.00% | 0.0% |
| Q1 2019 | $6,394,000 | -15.5% | 369,793 | -11.7% | 0.00% | 0.0% |
| Q4 2018 | $7,570,000 | -12.5% | 418,713 | +2.5% | 0.00% | 0.0% |
| Q3 2018 | $8,650,000 | +27.7% | 408,415 | +8.4% | 0.00% | 0.0% |
| Q2 2018 | $6,773,000 | -4.1% | 376,917 | +7.8% | 0.00% | 0.0% |
| Q1 2018 | $7,064,000 | -13.7% | 349,566 | -4.6% | 0.00% | 0.0% |
| Q4 2017 | $8,189,000 | -5.6% | 366,557 | -15.2% | 0.00% | 0.0% |
| Q3 2017 | $8,674,000 | -3.0% | 432,174 | -8.8% | 0.00% | -50.0% |
| Q2 2017 | $8,943,000 | +24.5% | 473,675 | +12.1% | 0.00% | +100.0% |
| Q1 2017 | $7,186,000 | -27.2% | 422,725 | -16.4% | 0.00% | -50.0% |
| Q4 2016 | $9,866,000 | +24.6% | 505,667 | +15.9% | 0.00% | 0.0% |
| Q3 2016 | $7,920,000 | +21.7% | 436,143 | +15.4% | 0.00% | 0.0% |
| Q2 2016 | $6,506,000 | -58.8% | 377,804 | -43.7% | 0.00% | -50.0% |
| Q1 2016 | $15,802,000 | -47.7% | 671,289 | -36.4% | 0.00% | -42.9% |
| Q4 2015 | $30,240,000 | +5.0% | 1,055,111 | +27.4% | 0.01% | 0.0% |
| Q3 2015 | $28,800,000 | +153.3% | 828,290 | +244.6% | 0.01% | +75.0% |
| Q2 2015 | $11,372,000 | -19.1% | 240,366 | -15.3% | 0.00% | -20.0% |
| Q1 2015 | $14,065,000 | -56.8% | 283,908 | -56.5% | 0.01% | -58.3% |
| Q4 2014 | $32,542,000 | -40.2% | 653,213 | -37.9% | 0.01% | -33.3% |
| Q3 2014 | $54,398,000 | +26.2% | 1,052,371 | +52.9% | 0.02% | +28.6% |
| Q2 2014 | $43,088,000 | -44.2% | 688,424 | -34.4% | 0.01% | -51.7% |
| Q1 2014 | $77,235,000 | +37.8% | 1,049,102 | +21.9% | 0.03% | +45.0% |
| Q4 2013 | $56,048,000 | +44.0% | 860,690 | +13.9% | 0.02% | +33.3% |
| Q3 2013 | $38,909,000 | -13.6% | 755,836 | -26.9% | 0.02% | -21.1% |
| Q2 2013 | $45,008,000 | – | 1,034,671 | – | 0.02% | – |
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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% |