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Wendy's
WEN

Overview Fund Activity

254 hedge funds and large institutions have $3.03B invested in Wendy's in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-8
Holders Change %
-3.05%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
37
Increased
83
Reduced
94
Closed
41
Calls
$13.7M
Puts
$2.72M
Net Calls
+$11M
Net Calls Change
-$15.5M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$40.2M
2
Wells Fargo
Wells Fargo
California
$76.1M
3
Calamos Advisors
Calamos Advisors
Illinois
$30.4M
4
AR
Advisory Research
Illinois
$21.3M
5
CM
Castleark Management
Illinois
$14.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$10M
2
HK
Horizon Kinetics
New York
$312M
3
Allianz Asset Management
Allianz Asset Management
Germany
$33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Focused Wealth Management
New York
$18K +$86 +8 +0.5%
FNBSF
227
First National Bank Sioux Falls
South Dakota
$15K +$15K +1,392 New
Zurich Cantonal Bank
228
Zurich Cantonal Bank
Switzerland
$14K +$14K +1,263 New
PMFA
229
Plante Moran Financial Advisors
Michigan
$11K – – –
NFG
230
Next Financial Group
Texas
$10K -$5K -500 -33%
CGT
231
Capital Guardian Trust
California
$10K +$10K +916 New
WCBA
232
Weaver C. Barksdale & Associates
Tennessee
$9K -$2.14K -197 -19%
BAM
233
Bruderman Asset Management
New York
$9K +$9K +850 New
LWA
234
Lenox Wealth Advisors
New York
$8K – – –
JWA
235
JFS Wealth Advisors
Pennsylvania
$8K +$44 +4 +0.6%
TDC
236
Thompson Davis & Co
Virginia
$7K -$982K -84,175 -99%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$6.54K -$7.36K -675 -53%
HPBT
238
High Point Bank & Trust
North Carolina
$6K – – –
SSB
239
Sandy Spring Bank
Maryland
$6K +$6K +518 New
CHP
240
Cable Hill Partners
Oregon
$5K -$1.11K -100 -18%
FMP
241
Financial Management Professionals
Texas
$5K – – –
MCA
242
Mercer Capital Advisers
New Jersey
$5K – – –
RFA
243
Reilly Financial Advisors
California
$5K +$5K +500 New
BGIM
244
Brandywine Global Investment Management
Pennsylvania
$4K – – –
Manulife (Manufacturers Life Insurance)
245
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.91K +$66 +6,011 +2%
CIM
246
Cambria Investment Management
California
$3.02K +$148 +13,573 +5%
CCM
247
Cupps Capital Management
Illinois
$3K – – –
GAM
248
Gemmer Asset Management
California
$3K +$1.68K +147 +128%
WP
249
WealthPLAN Partners
Nebraska
$3K +$3K +300 New
LNB
250
Ledyard National Bank
$2K – – –
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10
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