Cwm Upped Its Waddell & Reed Finl (WDR) Position, Dana Investment Advisors Has Lowered Atmos Energy (ATO) Stake By $623,524

July 6, 2017 - By Henry Gaston

Cwm Llc increased Waddell & Reed Finl Inc (WDR) stake by 14.49% reported in 2016Q4 SEC filing. Cwm Llc acquired 113,978 shares as Waddell & Reed Finl Inc (WDR)’s stock declined 8.21%. The Cwm Llc holds 900,505 shares with $17.57M value, up from 786,527 last quarter. Waddell & Reed Finl Inc now has $1.65B valuation. The stock increased 1.36% or $0.26 during the last trading session, reaching $19.43. About shares traded. Waddell & Reed Financial, Inc. (NYSE:WDR) has declined 11.92% since July 6, 2016 and is downtrending. It has underperformed by 28.62% the S&P500.

Dana Investment Advisors Inc decreased Atmos Energy Corp (ATO) stake by 7.03% reported in 2016Q4 SEC filing. Dana Investment Advisors Inc sold 8,426 shares as Atmos Energy Corp (ATO)’s stock rose 6.63%. The Dana Investment Advisors Inc holds 111,379 shares with $8.26 million value, down from 119,805 last quarter. Atmos Energy Corp now has $8.71 billion valuation. The stock decreased 0.33% or $0.27 during the last trading session, reaching $82.68. About shares traded. Atmos Energy Corporation (NYSE:ATO) has risen 12.78% since July 6, 2016 and is uptrending. It has underperformed by 3.92% the S&P500.

Cwm Llc decreased Ishares Tr (IWD) stake by 2,783 shares to 4,256 valued at $477,000 in 2016Q4. It also reduced Forward Air Corp (NASDAQ:FWRD) stake by 244,971 shares and now owns 247 shares. Powershares Etf Tr Ii (SPLV) was reduced too.

Investors sentiment decreased to 1.08 in Q4 2016. Its down 0.18, from 1.26 in 2016Q3. It turned negative, as 32 investors sold WDR shares while 70 reduced holdings. 44 funds opened positions while 66 raised stakes. 72.13 million shares or 5.97% more from 68.07 million shares in 2016Q3 were reported. Aperio Lc has 141,443 shares. American Insur Tx invested in 18,000 shares or 0.02% of the stock. Ubs Asset Mgmt Americas Inc reported 0% in Waddell & Reed Financial, Inc. (NYSE:WDR). Lombardia Cap Prtnrs Ltd Co reported 375,972 shares. Da Davidson And owns 221 shares for 0% of their portfolio. Guggenheim Cap Limited Liability Com owns 111,229 shares. Kcg Hldg has 34,732 shares for 0.02% of their portfolio. Gemmer Asset Mgmt Limited Co has invested 0% in Waddell & Reed Financial, Inc. (NYSE:WDR). Stifel Fin Corporation reported 0% of its portfolio in Waddell & Reed Financial, Inc. (NYSE:WDR). Hanson Mcclain holds 200 shares or 0% of its portfolio. Mason Street Advsr Limited Co owns 38,649 shares. Ameritas Invest Partners Inc has 0.03% invested in Waddell & Reed Financial, Inc. (NYSE:WDR). Fund Mgmt reported 34,500 shares stake. Sei Investments reported 63,673 shares or 0.01% of all its holdings. Sg Americas Limited Liability Company holds 20,863 shares.

Among 9 analysts covering Waddell & Reed Financial Inc. (NYSE:WDR), 0 have Buy rating, 4 Sell and 5 Hold. Therefore 0 are positive. Waddell & Reed Financial Inc. had 32 analyst reports since August 27, 2015 according to SRatingsIntel. Keefe Bruyette & Woods upgraded the stock to “Mkt Perform” rating in Wednesday, June 14 report. The company was maintained on Thursday, April 13 by Jefferies. Citigroup upgraded Waddell & Reed Financial, Inc. (NYSE:WDR) on Wednesday, July 13 to “Neutral” rating. The firm has “Outperform” rating given on Wednesday, October 28 by RBC Capital Markets. Credit Suisse downgraded it to “Underperform” rating and $28 target in Monday, January 4 report. The company was maintained on Thursday, September 3 by Wood. The stock has “Neutral” rating by Credit Suisse on Wednesday, September 16. The firm has “Sell” rating given on Tuesday, December 15 by Citigroup. The firm has “Sell” rating by Citigroup given on Friday, March 11. The stock of Waddell & Reed Financial, Inc. (NYSE:WDR) earned “Sell” rating by Citigroup on Monday, October 5.

Investors sentiment increased to 1.1 in 2016 Q4. Its up 0.20, from 0.9 in 2016Q3. It is positive, as 28 investors sold ATO shares while 118 reduced holdings. 51 funds opened positions while 110 raised stakes. 73.19 million shares or 5.67% more from 69.26 million shares in 2016Q3 were reported. Cibc Asset accumulated 3,093 shares. Livforsakringsbolaget Skandia Omsesidigt reported 8,400 shares. 6.60M are owned by State Street. California Public Employees Retirement holds 0.02% or 200,700 shares. Bessemer Group Inc holds 0% or 668 shares. Keybank Association Oh reported 0.03% in Atmos Energy Corporation (NYSE:ATO). Moreover, Mitchell Mcleod Pugh & Williams has 0.72% invested in Atmos Energy Corporation (NYSE:ATO). Tci Wealth Advisors reported 0% of its portfolio in Atmos Energy Corporation (NYSE:ATO). Wesbanco Bancorp Inc invested 0.03% in Atmos Energy Corporation (NYSE:ATO). Everett Harris And Co Ca stated it has 3,500 shares. Asset One Communication Limited has invested 0.04% of its portfolio in Atmos Energy Corporation (NYSE:ATO). Rothschild Asset has invested 0.01% in Atmos Energy Corporation (NYSE:ATO). Henderson Gp Public Limited Liability Corp invested 0.01% in Atmos Energy Corporation (NYSE:ATO). Hightower Advsr Llc stated it has 15,352 shares. Vantage Invest Advisors Ltd Com reported 356 shares or 0.01% of all its holdings.