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Wendy's
WEN

Overview Fund Activity

242 hedge funds and large institutions have $2.57B invested in Wendy's in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
49
Increased
83
Reduced
71
Closed
24
Calls
$8.75M
Puts
$20.8M
Net Calls
-$12M
Net Calls Change
-$13.1M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$20.2M
2
DFO
2
Duquesne Family Office
New York
$17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$14.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$160M
2
CI
2
Cambiar Investors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$64.6M
4
HK
4
Horizon Kinetics
New York
$236M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
226
Fifth Third Bancorp
Ohio
$22K 2,625 +379 +17%
NTCOC
227
Northern Trust Company of Connecticut
Connecticut
$16K 1,918 +1,916 +95,800%
FWM
228
Focused Wealth Management
New York
$13K 1,558 +1,558 New
WCBA
229
Weaver C. Barksdale & Associates
Tennessee
$10K 1,199 -505 -30%
SF
230
Synovus Financial
Georgia
$9K 1,079 – –
FPCG
231
Fort Pitt Capital Group
Pennsylvania
$8.9K 1,049 -64 -6%
Parallax Volatility Advisers
232
Parallax Volatility Advisers
California
$8K 984 +984 New
GGPS
233
Gary Goldberg Planning Services
New York
$7K 850 – –
LWA
234
Lenox Wealth Advisors
New York
$6K 751 -1,751 -70%
FMP
235
Financial Management Professionals
Texas
$4K 425 – –
Manulife (Manufacturers Life Insurance)
236
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.15K 370,948 +5,659 +2%
BGIM
237
Brandywine Global Investment Management
Pennsylvania
$3K 327 +41 +14%
CCM
238
Cupps Capital Management
Illinois
$3K 455 +455 New
Envestnet Asset Management
239
Envestnet Asset Management
Illinois
$2K 209 – –
ST
240
Spot Trading
Illinois
$2K 189 +189 New
KTC
241
Kistler-Tiffany Companies
Pennsylvania
$1K 104 – –
CPS
242
Counsel Portfolio Services
Ontario, Canada
$931 109,800 – –
CI
243
Cambiar Investors
Colorado
– – -6,636,183 Closed
USAA
244
United Services Automobile Association
Texas
– – -1,431,001 Closed
Wellington Management Group
245
Wellington Management Group
Massachusetts
– – -1,148,050 Closed
CM
246
Castleark Management
Illinois
– – -778,400 Closed
OAC
247
OMERS Administration Corp
Ontario, Canada
– – -650,700 Closed
MAA
248
Managed Account Advisors
New Jersey
– – -617,031 Closed
JGC
249
J. Goldman & Co
New York
– – -475,000 Closed
MF
250
Magnetar Financial
Illinois
– – -140,865 Closed
7 8 9
10
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