WADDELL & REED FINL INC's ticker is WDR and the CUSIP is 930059100. A total of 229 filers reported holding WADDELL & REED FINL INC in Q1 2017. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $401,000 | -1.7% | 16,000 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $408,000 | +42.2% | 16,000 | -17.2% | 0.01% | +25.0% |
| Q3 2020 | $287,000 | -2.7% | 19,316 | +1.7% | 0.01% | -11.1% |
| Q2 2020 | $295,000 | +36.6% | 19,000 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $216,000 | -32.1% | 19,000 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $318,000 | -2.5% | 19,000 | 0.0% | 0.01% | -15.4% |
| Q3 2019 | $326,000 | +2.8% | 19,000 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $317,000 | -3.6% | 19,000 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $329,000 | -4.9% | 19,000 | -0.8% | 0.01% | -17.6% |
| Q4 2018 | $346,000 | -14.8% | 19,150 | 0.0% | 0.02% | -5.6% |
| Q3 2018 | $406,000 | +12.2% | 19,150 | -5.0% | 0.02% | +5.9% |
| Q2 2018 | $362,000 | -11.1% | 20,150 | 0.0% | 0.02% | -10.5% |
| Q1 2018 | $407,000 | -10.9% | 20,150 | -1.5% | 0.02% | -9.5% |
| Q4 2017 | $457,000 | +8.8% | 20,450 | -2.4% | 0.02% | +5.0% |
| Q3 2017 | $420,000 | +2.7% | 20,950 | -3.3% | 0.02% | 0.0% |
| Q2 2017 | $409,000 | +12.7% | 21,675 | +1.5% | 0.02% | +5.3% |
| Q1 2017 | $363,000 | -9.9% | 21,345 | +3.2% | 0.02% | -9.5% |
| Q4 2016 | $403,000 | +17.2% | 20,674 | +3.4% | 0.02% | 0.0% |
| Q2 2016 | $344,000 | -27.0% | 20,000 | 0.0% | 0.02% | -27.6% |
| Q1 2016 | $471,000 | -21.8% | 20,000 | -4.8% | 0.03% | -25.6% |
| Q4 2015 | $602,000 | -18.2% | 21,000 | -0.8% | 0.04% | -23.5% |
| Q3 2015 | $736,000 | -26.5% | 21,173 | 0.0% | 0.05% | -20.3% |
| Q2 2015 | $1,002,000 | -5.3% | 21,173 | -0.9% | 0.06% | -3.0% |
| Q1 2015 | $1,058,000 | -20.5% | 21,356 | -20.0% | 0.07% | -21.4% |
| Q4 2014 | $1,330,000 | -3.9% | 26,706 | -0.3% | 0.08% | -13.4% |
| Q3 2014 | $1,384,000 | -17.5% | 26,781 | -0.1% | 0.10% | -17.1% |
| Q2 2014 | $1,678,000 | -23.4% | 26,805 | -9.9% | 0.12% | -25.9% |
| Q1 2014 | $2,190,000 | +13.4% | 29,754 | +0.4% | 0.16% | +9.0% |
| Q4 2013 | $1,931,000 | +27.5% | 29,650 | +0.8% | 0.14% | +16.0% |
| Q3 2013 | $1,515,000 | +15.2% | 29,422 | -2.6% | 0.12% | +14.7% |
| Q2 2013 | $1,315,000 | – | 30,221 | – | 0.11% | – |
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% |