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 Q3 2019. The put-call ratio across all filers is 4.64 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $93,000 | -1.1% | 3,703 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $94,000 | -39.7% | 3,703 | -64.7% | 0.00% | 0.0% |
| Q3 2020 | $156,000 | +12.2% | 10,500 | +17.1% | 0.00% | 0.0% |
| Q2 2020 | $139,000 | +20.9% | 8,968 | -11.5% | 0.00% | 0.0% |
| Q1 2020 | $115,000 | -23.3% | 10,135 | +13.0% | 0.00% | 0.0% |
| Q4 2019 | $150,000 | -12.3% | 8,971 | -9.9% | 0.00% | 0.0% |
| Q3 2019 | $171,000 | -93.7% | 9,958 | -93.9% | 0.00% | -91.7% |
| Q2 2019 | $2,703,000 | -15.4% | 162,165 | -12.3% | 0.01% | -14.3% |
| Q1 2019 | $3,196,000 | +1029.3% | 184,830 | +1079.0% | 0.01% | +1300.0% |
| Q4 2018 | $283,000 | +22.5% | 15,677 | +43.8% | 0.00% | 0.0% |
| Q3 2018 | $231,000 | +17.9% | 10,899 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $196,000 | -10.1% | 10,899 | +0.9% | 0.00% | 0.0% |
| Q1 2018 | $218,000 | +113.7% | 10,803 | +136.8% | 0.00% | – |
| Q4 2017 | $102,000 | +10.9% | 4,563 | 0.0% | 0.00% | – |
| Q3 2017 | $92,000 | +7.0% | 4,563 | 0.0% | 0.00% | – |
| Q2 2017 | $86,000 | +10.3% | 4,563 | 0.0% | 0.00% | – |
| Q1 2017 | $78,000 | -12.4% | 4,563 | 0.0% | 0.00% | – |
| Q4 2016 | $89,000 | -7.3% | 4,563 | -13.3% | 0.00% | – |
| Q3 2016 | $96,000 | +5.5% | 5,263 | 0.0% | 0.00% | – |
| Q2 2016 | $91,000 | -26.6% | 5,263 | 0.0% | 0.00% | -100.0% |
| Q1 2016 | $124,000 | -81.4% | 5,263 | -77.4% | 0.00% | -66.7% |
| Q4 2015 | $667,000 | -17.6% | 23,266 | 0.0% | 0.00% | -25.0% |
| Q3 2015 | $809,000 | +465.7% | 23,266 | +667.6% | 0.00% | +300.0% |
| Q2 2015 | $143,000 | -67.4% | 3,031 | -65.7% | 0.00% | -50.0% |
| Q1 2015 | $438,000 | -72.9% | 8,840 | -72.7% | 0.00% | -75.0% |
| Q4 2014 | $1,615,000 | -3.6% | 32,421 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $1,676,000 | -90.6% | 32,421 | -88.6% | 0.01% | -90.7% |
| Q2 2014 | $17,803,000 | -11.8% | 284,441 | +3.7% | 0.09% | -9.5% |
| Q1 2014 | $20,186,000 | +23.6% | 274,194 | +9.3% | 0.10% | +25.0% |
| Q4 2013 | $16,338,000 | +49.2% | 250,890 | +18.0% | 0.08% | +40.7% |
| Q3 2013 | $10,947,000 | +77.6% | 212,641 | +50.1% | 0.05% | +68.8% |
| Q2 2013 | $6,163,000 | – | 141,671 | – | 0.03% | – |
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% |