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Wendy's
WEN

Overview Fund Activity

279 hedge funds and large institutions have $3.31B invested in Wendy's in 2015 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 77 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
279
Holders Change
+25
Holders Change %
+9.84%
% of All Funds
7.52%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.22%
New
59
Increased
77
Reduced
99
Closed
33
Calls
$65.4M
Puts
$182M
Net Calls
-$116M
Net Calls Change
-$127M

Top Buyers

1
Citigroup
1
Citigroup
New York
$119M
2
ACM
2
Abrams Capital Management
Massachusetts
$47.9M
3
TCP
3
Tourbillon Capital Partners
New York
$47.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$57.6M
5
MP
5
Manikay Partners
New York
$33.8M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$609M
2
Jennison Associates
2
Jennison Associates
New York
$37.2M
3
EAM
3
EverPoint Asset Management
Connecticut
$9.02M
4
PCM
4
Penn Capital Management
Pennsylvania
$0
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$9.14M
Name Market Value Shares Shares
Change 		Shares
Change %
SI
226
Stephens Inc
Arkansas
$130K 11,500 – –
PA
227
Pinnacle Associates
New York
$129K 11,452 +11,452 New
JIC
228
Johnson Investment Counsel
Ohio
$127K 11,295 – –
Cambridge Investment Research Advisors
229
Cambridge Investment Research Advisors
Iowa
$125K 11,095 -1,788 -14%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$125K 11,076 -216 -2%
SPC
231
Sigma Planning Corp
Michigan
$124K 11,029 +342 +3%
ST
232
Spot Trading
Illinois
$120K 10,600 -44,367 -81%
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$120K 10,671 +2,369 +29%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$119K 10,584 – –
AWA
235
ARS Wealth Advisors
Florida
$119K 10,587 – –
EGM
236
Engineers Gate Manager
New York
$115K 10,192 +10,192 New
WAM
237
World Asset Management
Michigan
$114K 10,074 -11,876 -54%
GA
238
Geneva Advisors
Illinois
$113K 10,000 -3,393 -25%
LIA
239
LS Investment Advisors
Michigan
$100K 8,887 +8,887 New
AAM
240
Advisors Asset Management
Colorado
$88K 7,800 -300 -4%
Canada Pension Plan Investment Board
241
Canada Pension Plan Investment Board
Ontario, Canada
$85K 7,500 +7,500 New
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$77K 6,784 +2,561 +61%
ST
243
Smithfield Trust
Pennsylvania
$65K 5,800 – –
BCM
244
Brookstone Capital Management
Illinois
$57K 5,049 +5,049 New
First Manhattan
245
First Manhattan
New York
$56K 5,029 – –
PTC
246
Philadelphia Trust Company
Pennsylvania
$48.2K 543 -100,217 -99%
MBT
247
Monroe Bank & Trust
Michigan
$40K 3,536 – –
EWM
248
Evercore Wealth Management
New York
$34K 3,000 – –
DADC
249
D.A. Davidson & Co
Montana
$26K 2,317 – –
FAM
250
Formidable Asset Management
Ohio
$25K 2,200 – –
8 9
10
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