WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 334 filers reported holding WADDELL & REED FINL INC in Q2 2014. The put-call ratio across all filers is 1.67 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $169,000 | -17.6% | 6,761 | -16.0% | 0.00% | – |
| Q4 2020 | $205,000 | +107.1% | 8,047 | +21.8% | 0.00% | – |
| Q3 2020 | $99,000 | -43.8% | 6,606 | -42.0% | 0.00% | – |
| Q2 2020 | $176,000 | +97.8% | 11,380 | +44.7% | 0.00% | – |
| Q1 2020 | $89,000 | -14.4% | 7,863 | +26.7% | 0.00% | – |
| Q4 2019 | $104,000 | +10.6% | 6,206 | +13.6% | 0.00% | – |
| Q3 2019 | $94,000 | -95.7% | 5,462 | -95.8% | 0.00% | -100.0% |
| Q2 2019 | $2,170,000 | -48.6% | 130,203 | -46.6% | 0.00% | -50.0% |
| Q1 2019 | $4,219,000 | +2657.5% | 244,026 | +2763.1% | 0.00% | – |
| Q4 2018 | $153,000 | -14.5% | 8,523 | +1.4% | 0.00% | – |
| Q3 2018 | $179,000 | +3.5% | 8,404 | -12.7% | 0.00% | – |
| Q2 2018 | $173,000 | -7.5% | 9,622 | +3.8% | 0.00% | – |
| Q1 2018 | $187,000 | -8.8% | 9,274 | +1.1% | 0.00% | – |
| Q4 2017 | $205,000 | +230.6% | 9,177 | +195.2% | 0.00% | – |
| Q3 2017 | $62,000 | +129.6% | 3,109 | +119.1% | 0.00% | – |
| Q2 2017 | $27,000 | +3.8% | 1,419 | -3.2% | 0.00% | – |
| Q1 2017 | $26,000 | -52.7% | 1,466 | -47.1% | 0.00% | – |
| Q4 2016 | $55,000 | -76.1% | 2,771 | -78.0% | 0.00% | – |
| Q3 2016 | $230,000 | -6.9% | 12,617 | -11.9% | 0.00% | – |
| Q2 2016 | $247,000 | -79.7% | 14,324 | -72.3% | 0.00% | -100.0% |
| Q1 2016 | $1,218,000 | -13.4% | 51,743 | +5.4% | 0.00% | -50.0% |
| Q4 2015 | $1,406,000 | -44.2% | 49,103 | -32.2% | 0.00% | -33.3% |
| Q3 2015 | $2,519,000 | -27.5% | 72,456 | -1.3% | 0.00% | -25.0% |
| Q2 2015 | $3,475,000 | +3.9% | 73,426 | +8.8% | 0.00% | 0.0% |
| Q1 2015 | $3,343,000 | +4.4% | 67,508 | +5.0% | 0.00% | 0.0% |
| Q4 2014 | $3,203,000 | -8.1% | 64,312 | -4.6% | 0.00% | 0.0% |
| Q3 2014 | $3,485,000 | -14.0% | 67,427 | +4.1% | 0.00% | -20.0% |
| Q2 2014 | $4,054,000 | +17.2% | 64,762 | +37.9% | 0.01% | 0.0% |
| Q1 2014 | $3,459,000 | +13.1% | 46,964 | -0.1% | 0.01% | +25.0% |
| Q4 2013 | $3,059,000 | +23.0% | 46,988 | -2.7% | 0.00% | 0.0% |
| Q3 2013 | $2,486,000 | -4.6% | 48,290 | -19.4% | 0.00% | 0.0% |
| Q2 2013 | $2,605,000 | – | 59,878 | – | 0.00% | – |
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% |