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Wendy's
WEN

Overview Fund Activity

300 hedge funds and large institutions have $3.18B invested in Wendy's in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-11
Holders Change %
-3.54%
% of All Funds
6.87%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
32
Increased
122
Reduced
70
Closed
40
Calls
$22.8M
Puts
$9.19M
Net Calls
+$13.6M
Net Calls Change
-$18.7M

Top Buyers

1
EC
Eminence Capital
New York
+$87.9M
2
Millennium Management
Millennium Management
New York
+$51.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$13.3M
4
BlackRock
BlackRock
New York
+$11.2M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$10.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$54.1M
2
Two Sigma Investments
Two Sigma Investments
New York
-$30M
3
Marshall Wace
Marshall Wace
United Kingdom
-$24.7M
4
MCM
Melvin Capital Management
New York
-$24M
5
HK
Horizon Kinetics
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
251
Credit Agricole
France
$17K +$17K +1,000 New
MWM
252
MinichMacGregor Wealth Management
New York
$17K +$17K +1,009 New
CG
253
Cutler Group
California
$15K -$97.3K -5,903 -87%
Simplex Trading
254
Simplex Trading
Illinois
$15K -$2.89K -174 -16%
OIA
255
Optimum Investment Advisors
Illinois
$14K – – –
SBL
256
Sargent Bickham Lagudis
Colorado
$14K +$68 +4 +0.5%
LWA
257
Lenox Wealth Advisors
New York
$13K – – –
VCM
258
Versant Capital Management
Arizona
$13K – – –
GWM
259
Geneos Wealth Management
Colorado
$11K +$34 +2 +0.3%
AA
260
AlphaMark Advisors
Kentucky
$10K – – –
SPIA
261
Steward Partners Investment Advisory
New York
$10K – – –
AIL
262
AGF Investments LLC
Ontario, Canada
$9K -$9K -526 -50%
BWA
263
BDO Wealth Advisors
Florida
$9K – – –
MCA
264
Mercer Capital Advisers
New Jersey
$9K – – –
ME
265
McIlrath & Eck
Washington
$8K – – –
BFEC
266
Benjamin F. Edwards & Company
Missouri
$8K +$36 +2 +0.5%
FMP
267
Financial Management Professionals
Texas
$7K – – –
HT
268
Heritage Trust
Oklahoma
$7K – – –
QCG
269
Quadrant Capital Group
Ohio
$6K – – –
Rockefeller Capital Management
270
Rockefeller Capital Management
New York
$6K – – –
NWM
271
Northwest Wealth Management
Iowa
$5K -$3.18K -175 -39%
GAM
272
Gemmer Asset Management
California
$5K – – –
MFW
273
Mosaic Family Wealth
Missouri
$5K – – –
BBHC
274
Brown Brothers Harriman & Co
New York
$5K – – –
RCC
275
Red Cedar Capital
Nebraska
$4K – – –
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11
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