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Waddell & Reed Financial Inc (NYSE:WDR)

18.82
Delayed Data
As of Aug 23
 +0.34 / +1.84%
Today’s Change
15.70
Today|||52-Week Range
39.97
-34.33%
Year-to-Date
Institutional investors purchased a net $1.7 million shares of WDR during the quarter ended June 2016 and now own 85.52% 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 stakeholders7.17%
Mutual fund holders53.51%
Other institutional32.01%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2016FULLER & THALER ASSET MANAGEMENT...  Bought 1.7 Million shares of Waddell & Reed Financial ...
6/30/2016AQR CAPITAL MANAGEMENT LLC  Bought 1.2 Million shares of Waddell & Reed Financial ...
6/30/2016CWM LLC  Bought 646.5 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 Advisors13.46%11,149,613203,591,933-51,602-0.46%
T. Rowe Price Associates, Inc.9.00%7,457,389136,171,923-58,254-0.78%
The Vanguard Group, Inc.6.91%5,722,165104,486,733+113,873+2.03%
SSgA Funds Management, Inc.3.46%2,864,83452,311,869+459,301+19.09%
Fuller & Thaler Asset Management,...3.29%2,724,68549,752,748+1,656,992+155.19%
Fisher Asset Management LLC2.31%1,910,95434,894,020+5,588+0.29%
Fidelity Management & Research Co...2.28%1,885,01634,420,392-2,736,986-59.22%
AQR Capital Management LLC1.88%1,558,65428,461,022+1,232,190+377.44%
Northern Trust Investments, Inc.1.79%1,482,46127,069,738+418,937+39.39%
Invesco Canada Ltd.1.77%1,462,29426,701,488+424,000+40.84%

Top 10 Mutual Funds Holding Waddell & Reed Financial Inc

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
iShares Select Dividend ETF7.09%5,876,295107,301,14700.00%
T Rowe Price Mid Cap Value Fund4.49%3,716,29067,859,455+157,600+4.43%
Fidelity Small Cap Discovery Fund2.82%2,336,98642,673,364-1,850,000-44.18%
Undiscovered Managers Behavioral ...2.77%2,294,64441,900,199+461,250+25.16%
Vanguard Small Cap Index Fund1.94%1,606,80229,340,205-23,884-1.46%
Vanguard Total Stock Market Index...1.88%1,558,46628,457,589+3,960+0.25%
iShares Core S&P Mid Cap ETF1.81%1,496,31127,322,63900.00%
T Rowe Price Small Cap Stock Fund1.35%1,114,80020,356,24800.00%
Fidelity Low Priced Stock Fund1.29%1,070,10019,540,026+595,100+125.28%
Government Pension Fund - Global ...1.26%1,043,86819,061,030+229,879+28.24%