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Waddell & Reed Financial Inc (NYSE:WDR)

18.65
Delayed Data
As of Jul 25
 +0.02 / +0.11%
Today’s Change
15.70
Today|||52-Week Range
45.75
-34.93%
Year-to-Date
Institutional investors purchased a net $4.0 million shares of WDR during the quarter ended March 2016 and now own 89.56% 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 stakeholders7.29%
Mutual fund holders54.72%
Other institutional34.84%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016CWM LLC  Bought 646.5 Thousand shares of Waddell & Reed Financial ...
6/30/2016FOUNDRY PARTNERS LLC (MINNESOTA)  Bought 143.6 Thousand shares of Waddell & Reed Financial ...
6/30/2016HERMES INVESTMENT MANAGEMENT LTD...  Bought 71.6 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 Advisors13.75%11,201,215192,884,922+5,624,683+100.86%
T. Rowe Price Associates, Inc.9.22%7,515,643129,419,372+493,060+7.02%
The Vanguard Group, Inc.6.88%5,608,29296,574,788+148,617+2.72%
Fidelity Management & Research Co...5.04%4,109,30270,762,180-512,700-11.09%
Herndon Capital Management LLC4.25%3,464,09559,651,716-551,452-13.73%
SSgA Funds Management, Inc.2.95%2,405,53341,423,278+99,456+4.31%
Fisher Asset Management LLC2.35%1,910,95432,906,628+5,588+0.29%
Epoch Investment Partners, Inc.1.47%1,196,39720,601,956+34,053+2.93%
Schroder Investment Management Lt...1.45%1,179,38520,309,010+136,300+13.07%
AJO LP1.32%1,078,01518,563,418-306,223-22.12%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF7.18%5,848,255100,706,95100.00%
T Rowe Price Mid Cap Value Fund4.56%3,716,29063,994,514+157,600+4.43%
Fidelity Small Cap Discovery Fund2.87%2,336,98640,242,899-1,850,000-44.18%
Undiscovered Managers Behavioral ...2.25%1,833,39431,571,045+584,500+46.80%
Vanguard Small Cap Index Fund1.97%1,606,80227,669,130-23,884-1.46%
Vanguard Total Stock Market Index...1.91%1,554,50626,768,593+4,164+0.27%
iShares Core S&P Mid Cap ETF1.84%1,496,31125,766,47500.00%
T Rowe Price Small Cap Stock Fund1.37%1,114,80019,196,856+14,800+1.35%
Fidelity Low Priced Stock Fund1.31%1,070,10018,427,122+595,100+125.28%
Government Pension Fund - Global ...1.28%1,043,86817,975,407+229,879+28.24%