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WEN

WENDYS INTERNATIONAL
WEN

Delisted

WEN was delisted on the 29th of September, 2008.

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3 hedge funds and large institutions have $1.52M invested in WENDYS INTERNATIONAL in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less capital invested

Capital invested by funds: $1.85M → $1.52M (-$324K)

25% less funds holding

Funds holding: 4 → 3 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
3
Holders Change
-1
Holders Change %
-25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
+$30K

Top Sellers

Rank Fund Capital Flow
1
OA
Oxbow Advisors
Texas
-$401K
2
PIA
Piedmont Investment Advisors
North Carolina
-$2.57K
3
SFSIG
San Francisco Sentry Investment Group
California
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1
Oxbow Advisors
Texas
$1.12M -$401K -45,974 -26%
BEAM
2
Baker Ellis Asset Management
Washington
$369K – – –
BBPWM
3
Blue Bell Private Wealth Management
Pennsylvania
$30K +$30K +3,400 New
PIA
4
Piedmont Investment Advisors
North Carolina
– -$2.57K -303 Closed
SFSIG
5
San Francisco Sentry Investment Group
California
– -$2K -200 Closed

WEN Hedge Fund Activity: Q4 2013 in Review

3 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in WENDYS INTERNATIONAL (WEN) for Q4 2013, worth a combined $1.52M — down 18% from $1.85M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WEN and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 0 added.

The largest buyer was Blue Bell Private Wealth Management, opening a new position worth an estimated $30K. The largest seller was Oxbow Advisors, cutting an estimated $401K.

  • 3 institutional investors held WENDYS INTERNATIONAL (WEN) as of Q4 2013, down from 4 in Q3 2013.
  • Funds reported $1.52M of WENDYS INTERNATIONAL stock for Q4 2013, down 18% quarter-over-quarter.
  • 1 fund opened new WENDYS INTERNATIONAL positions in Q4 2013 and 2 closed out, a net change of -1 holder.
  • The largest WENDYS INTERNATIONAL buyer in Q4 2013 was Blue Bell Private Wealth Management, an estimated $30K added.
  • The largest WENDYS INTERNATIONAL seller in Q4 2013 was Oxbow Advisors, an estimated $401K sold.

Based on aggregated 13F filings for Q4 2013.