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HBK Investments’s Wendy's WEN Stock Holding History

HBK Investments’s Portfolio WEN Stock Details WEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,200
Closed -$278K – 1447
2018
Q3 		$278K Buy
+16,200
New +$283K ﹤0.01% 1066
2018
Q1 		– Sell
-104,199
Closed -$1.71M – 1157
2017
Q4 		$1.71M Buy
104,199
+20,586
+25% +$313K 0.01% 491
2017
Q3 		$1.3M Buy
83,613
+69,213
+481% +$1.06M 0.01% 559
2017
Q2 		$223K Buy
+14,400
New +$218K ﹤0.01% 865
2016
Q3 		– Sell
-211,100
Closed -$2.03M – 1033
2016
Q2 		$2.03M Buy
+211,100
New +$2.21M 0.01% 419
2013
Q4 		– Sell
-53,944
Closed -$457K – 1030
2013
Q3 		$457K Buy
53,944
+42,344
+365% +$317K 0.01% 649
2013
Q2 		$68K Buy
+11,600
New +$67.2K ﹤0.01% 772

Other funds holding WEN

TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HBK Investments's WEN Position: Q4 2018 in Review

HBK Investments sold out of Wendy's (WEN) in Q4 2018, closing a stake of 16,200 shares — an estimated $278K sold.

HBK Investments first reported a position in WEN in Q2 2013 and held it in 7 quarters. The position peaked at $2.03M in Q2 2016. 314 funds tracked by Wall St. Rank hold WEN as of Q4 2018.

  • HBK Investments reported no remaining Wendy's position as of Q4 2018 after selling out during the quarter.
  • HBK Investments sold 16,200 Wendy's shares in Q4 2018, an estimated $278K.
  • HBK Investments first reported a position in Wendy's in Q2 2013 and held it in 7 quarters.
  • HBK Investments's Wendy's position peaked at $2.03M in Q2 2016.
  • 314 funds tracked by Wall St. Rank held Wendy's as of Q4 2018.

Based on HBK Investments's 13F filing for Q4 2018, filed 14 Feb 2019.