Waddell & Reed Financial Inc (NYSE:WDR)

18.99
BATS BZX Real-Time Price
As of 2:50pm ET
 -0.29 / -1.50%
Today’s Change
17.53
Today|||52-Week Range
23.82
-15.00%
Year-to-Date
Institutional investors purchased a net $1.1 million shares of WDR during the quarter ended March 2018 and now own 102.43% of the total shares outstanding. This majority interest is a greater percentage than is typical for companies in the Investment Managers industry and highlights that the smart money sees this stock as an important holding.
Individual stakeholders7.75%
Mutual fund holders61.62%
Other institutional40.81%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

3/31/2018ARROWSTREET CAPITAL LP  Bought 647.8 Thousand shares of Waddell & Reed Financial ...
3/31/2018MILLENNIUM MANAGEMENT LLC  Bought 631.7 Thousand shares of Waddell & Reed Financial ...
3/31/2018NUMERIC INVESTORS LLC  Bought 568.7 Thousand shares of Waddell & Reed Financial ...

Top 10 Owners of Waddell & Reed Financial Inc

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
BlackRock Fund Advisors11.42%9,364,846181,678,012-6,222,449-39.92%
The Vanguard Group, Inc.9.56%7,841,042152,116,215+122,269+1.58%
Fidelity Management & Research Co...5.20%4,266,92382,778,306+322,843+8.19%
Dimensional Fund Advisors LP3.77%3,091,24659,970,172+42,166+1.38%
SSgA Funds Management, Inc.3.34%2,737,02253,098,227-287,695-9.51%
Van Berkom & Associates, Inc.2.96%2,430,95047,160,430+90,370+3.86%
SEB Investment Management AB2.46%2,020,00039,188,000-5,100-0.25%
Invesco Advisers, Inc.2.45%2,013,37339,059,436+120,456+6.36%
Fisher Asset Management LLC2.28%1,872,73136,330,981-56,867-2.95%
Capital Research & Management Co....2.26%1,850,00035,890,00000.00%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Core S&P Small Cap ETF5.26%4,313,24783,676,992+44,719+1.05%
Fidelity Low Priced Stock Fund3.05%2,504,81148,593,333-156,639-5.89%
Vanguard Total Stock Market Index...2.42%1,987,98638,566,928+45,671+2.35%
Vanguard Small Cap Index Fund2.32%1,905,63836,969,377+6,640+0.35%
American Funds Small Cap World Fu...2.26%1,850,00035,890,00000.00%
Invesco Dividend Income Fund2.15%1,761,38434,170,85000.00%
iShares Russell 2000 ETF2.09%1,717,44633,318,452-1,184-0.07%
Undiscovered Managers Behavioral ...1.80%1,475,46028,623,92400.00%
Government Pension Fund - Global ...1.56%1,279,57524,823,755+486,248+61.29%
Vanguard Small Cap Value Index Fu...1.47%1,202,99023,338,006+7,193+0.60%