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Wendy's
WEN

Overview Fund Activity

245 hedge funds and large institutions have $2.33B invested in Wendy's in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
69
Reduced
103
Closed
30
Calls
$6.06M
Puts
$3M
Net Calls
+$3.06M
Net Calls Change
+$1.72M

Top Buyers

1
EC
1
Eminence Capital
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$60.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.5M
4
MCL
4
MIK Capital LLC
New York
$27.8M
5
SCM
5
Suvretta Capital Management
New York
$24.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$173M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$41.3M
4
JHIU
4
Janus Henderson Investors US
Colorado
$192M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
226
JFS Wealth Advisors
Pennsylvania
$8K +$43 +4 +0.5%
TCIM
227
TIAA CREF Investment Management
New York
$6.33K -$1.98K -183,549 -24%
HPBT
228
High Point Bank & Trust
North Carolina
$6K – – –
SSB
229
Sandy Spring Bank
Maryland
$6K – – –
GWM
230
Geneos Wealth Management
Colorado
$6K +$19 +2 +0.3%
MCA
231
Mercer Capital Advisers
New Jersey
$5K – – –
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$5K – – –
FMP
233
Financial Management Professionals
Texas
$4K – – –
CG
234
Cutler Group
California
$3K -$34.4K -3,800 -92%
GAM
235
Gemmer Asset Management
California
$3K – – –
CAL
236
Capital Advisors Ltd
Ohio
$3K – – –
TCM
237
Tradewinds Capital Management
Washington
$2K – – –
QCG
238
Quadrant Capital Group
Ohio
$1K -$728 -107 -42%
DBT
239
Dubuque Bank & Trust
Iowa
$1K – – –
IWM
240
Integrated Wealth Management
California
$1K – – –
Nisa Investment Advisors
241
Nisa Investment Advisors
Missouri
$1K – – –
QI
242
QS Investors
New York
$1K +$282 +11 +39%
VOYA Investment Management
243
VOYA Investment Management
Georgia
$910 -$22.2K -2,054,568 -96%
LCS
244
Levin Capital Strategies
New York
$153 +$153 +14,141 New
Millennium Management
245
Millennium Management
New York
– -$10M -1,041,806 Closed
CG
246
Clinton Group
New York
– -$8.6M -894,227 Closed
Baird Financial Group
247
Baird Financial Group
Wisconsin
– -$2.47M -252,271 Closed
HI
248
HBK Investments
Texas
– -$2.03M -211,100 Closed
ACM
249
Anandar Capital Management
New York
– -$1.92M -200,000 Closed
AIM
250
Assured Investment Management
New York
– -$1.46M -151,478 Closed
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