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Wendy's
WEN

Overview Fund Activity

331 hedge funds and large institutions have $2.27B invested in Wendy's in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-22
Holders Change %
-6.23%
% of All Funds
7.31%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
47
Increased
97
Reduced
110
Closed
65
Calls
$20.2M
Puts
$21.8M
Net Calls
-$1.58M
Net Calls Change
-$14.4M

Top Buyers

1
MCM
Melvin Capital Management
New York
$81.8M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$54.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$55.5M
4
MC
Maverick Capital
Texas
$11.8M
5
MCL
MIK Capital LP
New York
$10.8M

Top Sellers

1
Two Sigma Investments
Two Sigma Investments
New York
$1.67M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$23M
3
Wells Fargo
Wells Fargo
California
$7.79M
4
Marshall Wace
Marshall Wace
United Kingdom
$1.01M
5
IP
Interval Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
ARS Wealth Advisors
Florida
$158K – – –
PA
227
Pinnacle Associates
New York
$156K -$2.98K -200 -2%
TC
228
TwinBeech Capital
New York
$154K -$824K -55,365 -84%
CIA
229
Capital Investment Advisors
Georgia
$149K – – –
PP
230
PDS Planning
Ohio
$147K +$505 +34 +0.3%
BNP Paribas Financial Markets
231
BNP Paribas Financial Markets
France
$145K -$1.9M -127,547 -93%
LIA
232
LS Investment Advisors
Michigan
$142K – – –
FQ
233
First Quadrant
California
$129K +$129K +8,684 New
SAM
234
S.A. Mason
Michigan
$128K – – –
TRCT
235
Tower Research Capital (TRC)
New York
$126K +$125K +8,373 +8,373%
PMFA
236
Plante Moran Financial Advisors
Michigan
$118K – – –
NICM
237
Neo Ivy Capital Management
New York
$99K +$99K +6,649 New
HIA
238
Harbor Investment Advisory
Maryland
$93K +$8.57K +574 +10%
GWM
239
Geneos Wealth Management
Colorado
$86K +$78.3K +5,610 +1,024%
GT
240
Glenmede Trust
Pennsylvania
$84K – – –
CCM
241
Cribstone Capital Management
Maine
$84K – – –
TFGT
242
TS Financial Group (TSFG)
Illinois
$84K – – –
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$82K +$82K +5,875 New
PHK
244
Point72 Hong Kong
Hong Kong
$74K -$141K -9,433 -66%
HFM
245
Harvest Fund Management
China
$68K +$11.8K +796 +21%
KIG
246
Kessler Investment Group
Indiana
$59K +$59K +3,965 New
CFA
247
Carroll Financial Associates
North Carolina
$57K +$308 +21 +0.5%
Lazard Asset Management
248
Lazard Asset Management
New York
$50K +$50K +3,388 New
FMT
249
First Mercantile Trust
Tennessee
$49K +$9.98K +675 +26%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$49K +$49K +3,319 New
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