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Wendy's
WEN

Overview Fund Activity

251 hedge funds and large institutions have $2.76B invested in Wendy's in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
37
Increased
88
Reduced
79
Closed
26
Calls
$11.3M
Puts
$5.98M
Net Calls
+$5.28M
Net Calls Change
+$17.3M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$68.6M
2
SFM
2
Systematic Financial Management
New Jersey
$65M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.9M
5
GC
5
Guggenheim Capital
Illinois
$19.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$96.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17.6M
3
Jennison Associates
3
Jennison Associates
New York
$63.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$101M
5
RHJA
5
Rice Hall James & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
226
BNP Paribas Financial Markets
France
$41.5K 4,755 +4,755 New
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$40K 4,586 -312 -6%
HCM
228
Horrell Capital Management
Arkansas
$32K 3,675 – –
Parallax Volatility Advisers
229
Parallax Volatility Advisers
California
$27K 3,042 +2,058 +209%
MAS
230
Madden Advisory Services
Florida
$26K 3,000 -2,600 -46%
DADC
231
D.A. Davidson & Co
Montana
$23K 2,744 -576 -17%
FAM
232
Formidable Asset Management
Ohio
$20K 2,200 -8,000 -78%
Robeco Institutional Asset Management
233
Robeco Institutional Asset Management
Netherlands
$17K 1,972 +1,972 New
FWM
234
Focused Wealth Management
New York
$14K 1,567 +9 +0.6%
SF
235
Synovus Financial
Georgia
$14K 1,632 +553 +51%
FHA
236
First Horizon Advisors
Tennessee
$11K 1,250 -2,700 -68%
WCBA
237
Weaver C. Barksdale & Associates
Tennessee
$10K 1,199 – –
MFS
238
MSI Financial Services
Massachusetts
$10K 1,200 +1,200 New
FPCG
239
Fort Pitt Capital Group
Pennsylvania
$9.04K 1,036 -13 -1%
LWM
240
LBA Wealth Management
Florida
$9K 1,000 +1,000 New
GGPS
241
Gary Goldberg Planning Services
New York
$7K 850 – –
LWA
242
Lenox Wealth Advisors
New York
$7K 751 – –
PIA
243
Piedmont Investment Advisors
North Carolina
$4.26K 489 +489 New
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$4K 500 -2,125 -81%
FMP
245
Financial Management Professionals
Texas
$4K 425 – –
TAM
246
Tocqueville Asset Management
New York
$4K 425 +425 New
Manulife (Manufacturers Life Insurance)
247
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.66K 419,475 +48,527 +13%
BGIM
248
Brandywine Global Investment Management
Pennsylvania
$3K 333 +6 +2%
Envestnet Asset Management
249
Envestnet Asset Management
Illinois
$2K 209 – –
KTC
250
Kistler-Tiffany Companies
Pennsylvania
$1K 104 – –
8 9
10
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