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Wendy's
WEN

Overview Fund Activity

262 hedge funds and large institutions have $2.46B invested in Wendy's in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
6.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
48
Increased
86
Reduced
72
Closed
33
Calls
$32.8M
Puts
$6.22M
Net Calls
+$26.6M
Net Calls Change
+$22.7M

Top Buyers

1
EAM
1
EverPoint Asset Management
Connecticut
$41.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$27.1M
3
PCM
3
Penn Capital Management
Pennsylvania
$24.5M
4
JHIU
4
Janus Henderson Investors US
Colorado
$175M
5
Jennison Associates
5
Jennison Associates
New York
$115M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$2K
2
ARC
2
Absolute Return Capital
Massachusetts
$0
3
GC
3
Guggenheim Capital
Illinois
$17.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54.2M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
226
Virtus Fund Advisers
Connecticut
$54K 5,928 – –
ST
227
Smithfield Trust
Pennsylvania
$52K 5,800 – –
BNP Paribas Financial Markets
228
BNP Paribas Financial Markets
France
$51.2K 5,674 -83,126 -94%
First Manhattan
229
First Manhattan
New York
$45K 5,029 -4,000 -44%
HCM
230
Horrell Capital Management
Arkansas
$33K 3,675 – –
CSS
231
Cubist Systematic Strategies
Connecticut
$29K 3,204 +3,204 New
CFA
232
Carroll Financial Associates
North Carolina
$27K 2,500 +2,500 New
FAM
233
Formidable Asset Management
Ohio
$20K 2,200 – –
DADC
234
D.A. Davidson & Co
Montana
$20K 2,317 – –
FWM
235
Focused Wealth Management
New York
$15K 1,657 +11 +0.7%
NFG
236
Next Financial Group
Texas
$14K 1,500 -2,800 -65%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$11.5K 1,275 +1,275 New
WCBA
238
Weaver C. Barksdale & Associates
Tennessee
$9K 1,026 -215 -17%
PMFA
239
Plante Moran Financial Advisors
Michigan
$9K 1,000 +1,000 New
GGPS
240
Gary Goldberg Planning Services
New York
$8K 850 – –
LWA
241
Lenox Wealth Advisors
New York
$7K 751 – –
SEI Investments
242
SEI Investments
Pennsylvania
$7K 718 +718 New
JWA
243
JFS Wealth Advisors
Pennsylvania
$6K 719 +4 +0.6%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$5K 500 – –
HPBT
245
High Point Bank & Trust
North Carolina
$5K 554 – –
CHP
246
Cable Hill Partners
Oregon
$5K 550 +550 New
BGIM
247
Brandywine Global Investment Management
Pennsylvania
$4K 333 – –
FMP
248
Financial Management Professionals
Texas
$4K 425 – –
MCA
249
Mercer Capital Advisers
New Jersey
$4K 500 +500 New
Manulife (Manufacturers Life Insurance)
250
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.18K 352,549 -12,913 -4%
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10
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