WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 327 filers reported holding WADDELL & REED FINL INC in Q4 2013. The put-call ratio across all filers is 3.37 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $22,340,000 | -20.4% | 891,795 | -19.1% | 0.00% | -20.0% |
| Q4 2020 | $28,081,000 | +62.3% | 1,102,473 | -5.4% | 0.01% | +25.0% |
| Q3 2020 | $17,307,000 | -7.1% | 1,165,423 | -3.0% | 0.00% | 0.0% |
| Q2 2020 | $18,630,000 | +67.4% | 1,201,176 | +22.8% | 0.00% | +33.3% |
| Q1 2020 | $11,129,000 | -33.8% | 977,993 | -2.8% | 0.00% | -25.0% |
| Q4 2019 | $16,821,000 | -8.3% | 1,006,033 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $18,346,000 | +2.5% | 1,067,891 | -0.5% | 0.00% | 0.0% |
| Q2 2019 | $17,895,000 | -3.1% | 1,073,455 | +0.5% | 0.00% | -20.0% |
| Q1 2019 | $18,474,000 | -7.3% | 1,068,494 | -3.0% | 0.01% | -16.7% |
| Q4 2018 | $19,926,000 | -15.3% | 1,102,089 | -0.8% | 0.01% | 0.0% |
| Q3 2018 | $23,532,000 | +18.0% | 1,111,076 | +0.2% | 0.01% | +20.0% |
| Q2 2018 | $19,935,000 | -5.2% | 1,109,360 | +6.7% | 0.01% | 0.0% |
| Q1 2018 | $21,019,000 | -10.0% | 1,039,997 | -0.5% | 0.01% | -16.7% |
| Q4 2017 | $23,352,000 | +9.9% | 1,045,290 | -1.3% | 0.01% | 0.0% |
| Q3 2017 | $21,257,000 | +4.8% | 1,059,151 | -1.4% | 0.01% | 0.0% |
| Q2 2017 | $20,290,000 | -7.6% | 1,074,646 | -16.8% | 0.01% | 0.0% |
| Q1 2017 | $21,958,000 | -11.7% | 1,291,660 | +1.3% | 0.01% | -25.0% |
| Q4 2016 | $24,872,000 | -0.2% | 1,274,892 | -7.2% | 0.01% | 0.0% |
| Q3 2016 | $24,934,000 | -2.3% | 1,373,078 | -7.4% | 0.01% | 0.0% |
| Q2 2016 | $25,528,000 | -7.6% | 1,482,461 | +39.4% | 0.01% | -11.1% |
| Q1 2016 | $27,627,000 | -13.6% | 1,063,524 | -4.6% | 0.01% | -18.2% |
| Q4 2015 | $31,965,000 | -10.3% | 1,115,302 | +8.9% | 0.01% | -8.3% |
| Q3 2015 | $35,622,000 | -14.7% | 1,024,507 | +16.0% | 0.01% | -7.7% |
| Q2 2015 | $41,782,000 | -15.9% | 883,153 | -12.0% | 0.01% | -13.3% |
| Q1 2015 | $49,688,000 | -3.9% | 1,003,016 | -3.4% | 0.02% | -6.2% |
| Q4 2014 | $51,715,000 | -5.8% | 1,038,040 | -2.3% | 0.02% | -5.9% |
| Q3 2014 | $54,918,000 | -9.2% | 1,062,443 | +10.0% | 0.02% | -10.5% |
| Q2 2014 | $60,456,000 | -29.2% | 965,887 | -16.8% | 0.02% | -29.6% |
| Q1 2014 | $85,445,000 | +43.0% | 1,160,611 | +26.5% | 0.03% | +42.1% |
| Q4 2013 | $59,767,000 | +25.7% | 917,801 | -0.7% | 0.02% | +11.8% |
| Q3 2013 | $47,561,000 | +9.5% | 923,877 | -7.4% | 0.02% | +6.2% |
| Q2 2013 | $43,415,000 | – | 998,029 | – | 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% |