Wendy's
290 hedge funds and large institutions have $3.15B invested in Wendy's in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 28 closing their positions.
439% more call options, than puts
Call options by funds: $58.1M | Put options by funds: $10.8M
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
9% more capital invested
Capital invested by funds: $2.9B → $3.15B (+$257M)
6% more funds holding
Funds holding: 274 → 290 (+16)
2.91% more ownership
Funds ownership: 76.69% → 79.6% (+2.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
17% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$43.8M |
| 2 |
EC
Eminence Capital
New York
|
+$42.2M |
| 3 |
SCM
Suvretta Capital Management
New York
|
+$27.1M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$22.9M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$22.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Advisers
New York
|
-$19.1M |
| 2 |
Two Sigma Investments
New York
|
-$16.5M |
| 3 |
D.E. Shaw & Co
New York
|
-$14.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$13M |
| 5 |
IP
Interval Partners
New York
|
-$12.1M |
WEN Hedge Fund Activity: Q4 2017 in Review
290 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2017, worth a combined $3.15B — up 8.9% from $2.9B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new WEN positions and 28 closed out — a net gain of 17 holders — while 86 added to existing stakes and 104 trimmed.
The largest buyer was Point72 Asset Management, opening a new position worth an estimated $43.8M. The largest seller was Two Sigma Advisers, exiting entirely with an estimated $19.1M sold.
- 290 institutional investors held Wendy's (WEN) as of Q4 2017, up from 274 in Q3 2017.
- Funds reported $3.15B of Wendy's stock for Q4 2017, up 8.9% quarter-over-quarter.
- 45 funds opened new Wendy's positions in Q4 2017 and 28 closed out, a net change of +17 holders.
- The largest Wendy's buyer in Q4 2017 was Point72 Asset Management, an estimated $43.8M added.
- The largest Wendy's seller in Q4 2017 was Two Sigma Advisers, an estimated $19.1M sold.
Based on aggregated 13F filings for Q4 2017.