WEN icon

Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
Trian Fund Management
New York
$602M
2
Two Sigma Investments
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
Victory Capital Management
Texas
$58.3M
5
NIP
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$898K
2
JHIU
Janus Henderson Investors US
Colorado
$182M
3
EC
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$172M
5
HK
Horizon Kinetics
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
226
Plante Moran Financial Advisors
Michigan
$31K – – –
Nomura Asset Management
227
Nomura Asset Management
Japan
$30K +$30K +2,200 New
RFA
228
Reilly Financial Advisors
California
$27K +$27K +2,000 New
FWM
229
Focused Wealth Management
New York
$23K – – –
AssetMark Inc
230
AssetMark Inc
California
$22K – – –
SFG
231
SevenBridge Financial Group
Pennsylvania
$22K – – –
Northwestern Mutual Wealth Management
232
Northwestern Mutual Wealth Management
Wisconsin
$16K +$16K +1,119 New
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$12K -$7.09K -520 -37%
HWP
234
Hefty Wealth Partners
Indiana
$11K – – –
VCM
235
Versant Capital Management
Arizona
$11K – – –
LWA
236
Lenox Wealth Advisors
New York
$10K – – –
JWA
237
JFS Wealth Advisors
Pennsylvania
$10K +$53 +4 +0.5%
AIL
238
AGF Investments LLC
Ontario, Canada
$10K +$10K +738 New
WCBA
239
Weaver C. Barksdale & Associates
Tennessee
$9K -$1.28K -98 -12%
FHA
240
First Horizon Advisors
Tennessee
$8K – – –
GWM
241
Geneos Wealth Management
Colorado
$8K +$12 +1 +0.2%
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$7K – – –
SSB
243
Sandy Spring Bank
Maryland
$7K – – –
MCA
244
Mercer Capital Advisers
New Jersey
$7K – – –
HPBT
245
High Point Bank & Trust
North Carolina
$7K – – –
FMP
246
Financial Management Professionals
Texas
$5K – – –
GAM
247
Gemmer Asset Management
California
$4K – – –
CAL
248
Capital Advisors Ltd
Ohio
$3K – – –
TDC
249
Thompson Davis & Co
Virginia
$3K +$3K +250 New
Nisa Investment Advisors
250
Nisa Investment Advisors
Missouri
$1K – – –
8 9
10
11 12