Waddell Reed Ownership
The majority of Waddell Reed outstanding shares are owned by institutional investors. These institutions are usually referred to as non-private investors looking to purchase positions in Waddell Reed Financial to benefit from reduced commissions. Consequently, other corporate entities are subject to a different set of regulations than regular investors in Waddell Reed Financial. Please pay attention to any change in the institutional holdings of Waddell Reed Financial as this could imply that something significant has changed or is about to change at the company.
Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Waddell |
Waddell Stock Ownership Analysis
About 96.0% of the company outstanding shares are owned by institutional investors. The book value of Waddell Reed was at this time reported as 11.66. The company last dividend was issued on the 8th of April 2021. Waddell Reed Financial had 3:2 split on the 10th of April 2000. Waddell Reed Financial, Inc., through its subsidiaries, provides investment management and advisory, investment product underwriting and distribution, and shareholder services administration to mutual funds, and institutional and separately managed accounts in the United States. Waddell Reed Financial, Inc. was founded in 1937 and is based in Overland Park, Kansas. Waddell Reed operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 1116 people. For more information please call Philip Sanders at 913 236-2000 or visit www.waddell.com.Waddell Reed Outstanding Bonds
Waddell Reed issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Waddell Reed Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Waddell bonds can be classified according to their maturity, which is the date when Waddell Reed Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Pair Trading with Waddell Reed
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Waddell Reed position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Waddell Reed will appreciate offsetting losses from the drop in the long position's value.The ability to find closely correlated positions to Boeing could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Boeing when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Boeing - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling The Boeing to buy it.
The correlation of Boeing is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Boeing moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Boeing moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Boeing can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Current Watchlist to better understand how to build diversified portfolios. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Portfolio Optimization module to compute new portfolio that will generate highest expected return given your specified tolerance for risk.
Other Consideration for investing in Waddell Stock
If you are still planning to invest in Waddell Reed Financial check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Waddell Reed's history and understand the potential risks before investing.
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