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Wendy's
WEN

Overview Fund Activity

249 hedge funds and large institutions have $2.23B invested in Wendy's in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-22
Holders Change %
-8.12%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
87
Reduced
83
Closed
44
Calls
$14.4M
Puts
$10.6M
Net Calls
+$3.85M
Net Calls Change
-$176K

Top Buyers

1
ARC
1
Absolute Return Capital
Massachusetts
$22.8M
2
JHIU
2
Janus Henderson Investors US
Colorado
$140M
3
GC
3
Guggenheim Capital
Illinois
$33.7M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$32.8M
5
SRC
5
Shufro Rose & Co
New York
$8.18M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$23.4M
2
HCM
2
Highfields Capital Management
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.66M
4
Norges Bank
4
Norges Bank
Norway
$26.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
226
First Horizon Advisors
Tennessee
$10K – – –
WCBA
227
Weaver C. Barksdale & Associates
Tennessee
$10K +$210 +26 +2%
SF
228
Synovus Financial
Georgia
$9K – – –
CG
229
Colony Group
Massachusetts
$9K – – –
LWM
230
LBA Wealth Management
Florida
$8K – – –
GGPS
231
Gary Goldberg Planning Services
New York
$7K – – –
LWA
232
Lenox Wealth Advisors
New York
$6K – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$6K +$1.7K +203 +40%
WA
234
WealthTrust-Arizona
Arizona
$5K – – –
HPBT
235
High Point Bank & Trust
North Carolina
$5K +$5K +554 New
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$4K -$248 -31 -6%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.97K +496 +12,400%
Manulife (Manufacturers Life Insurance)
238
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.02K +$191 +23,172 +7%
PTC
239
Private Trust Company
Ohio
$3K – – –
FMP
240
Financial Management Professionals
Texas
$3K – – –
BGIM
241
Brandywine Global Investment Management
Pennsylvania
$3K – – –
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$2K -$3.35K -350 -63%
CCM
243
Cupps Capital Management
Illinois
$2K – – –
PIA
244
Piedmont Investment Advisors
North Carolina
$1.89K -$2.15K -260 -53%
TRCT
245
Tower Research Capital (TRC)
New York
$1K -$486 -54 -33%
LNB
246
Ledyard National Bank
$1K – – –
KTC
247
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
MFS
248
MSI Financial Services
Massachusetts
$1K – – –
GAM
249
Gemmer Asset Management
California
$1K – – –
HCM
250
Highfields Capital Management
Massachusetts
– -$30.2M -3,542,547 Closed
8 9
10
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