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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.29B invested in Wendy's in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 112 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
46
Increased
60
Reduced
112
Closed
35
Calls
$13M
Puts
$3.2M
Net Calls
+$9.85M
Net Calls Change
+$5.81M

Top Buyers

1
DKCM
1
Davidson Kempner Capital Management
New York
$21.3M
2
EAM
2
EverPoint Asset Management
Connecticut
$36.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$52.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$15.3M

Top Sellers

1
JG
1
Jefferies Group
New York
$29K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.03M
3
JHIU
3
Janus Henderson Investors US
Colorado
$218M
4
HK
4
Horizon Kinetics
New York
$166M
5
Norges Bank
5
Norges Bank
Norway
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
JG
226
Jefferies Group
New York
$29K -$30M -2,797,589 -100%
DADC
227
D.A. Davidson & Co
Montana
$24K – – –
FAM
228
Formidable Asset Management
Ohio
$22K – – –
FWM
229
Focused Wealth Management
New York
$18K +$106 +10 +0.6%
FPFS
230
First Personal Financial Services
North Carolina
$16K +$16K +1,460 New
FNBSF
231
First National Bank Sioux Falls
South Dakota
$15K – – –
MFS
232
MSI Financial Services
Massachusetts
$15K +$13.6K +1,237 +952%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$12K -$336 -31 -3%
WAM
234
Wealthspire Advisors (Maryland)
Maryland
$12K +$12K +1,100 New
PMFA
235
Plante Moran Financial Advisors
Michigan
$11K – – –
VCM
236
Versant Capital Management
Arizona
$11K +$11K +1,054 New
HWP
237
Hefty Wealth Partners
Indiana
$9K +$9K +850 New
WCBA
238
Weaver C. Barksdale & Associates
Tennessee
$8K -$2.05K -189 -20%
VFA
239
Virtus Fund Advisers
Connecticut
$8K – – –
LWA
240
Lenox Wealth Advisors
New York
$8K – – –
JWA
241
JFS Wealth Advisors
Pennsylvania
$8K +$44 +4 +0.5%
Parallax Volatility Advisers
242
Parallax Volatility Advisers
California
$8K +$8K +725 New
WAM
243
Wolverine Asset Management
Illinois
$7K – – –
HPBT
244
High Point Bank & Trust
North Carolina
$6K – – –
SSB
245
Sandy Spring Bank
Maryland
$6K – – –
MCA
246
Mercer Capital Advisers
New Jersey
$5K – – –
TDC
247
Thompson Davis & Co
Virginia
$5K +$5K +500 New
AIA
248
Allegis Investment Advisors
Idaho
$5K +$5K +502 New
FMP
249
Financial Management Professionals
Texas
$4K – – –
Manulife (Manufacturers Life Insurance)
250
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.11K -$181 -16,818 -5%
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10
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