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Wendy's
WEN

Overview Fund Activity

347 hedge funds and large institutions have $3.36B invested in Wendy's in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
7.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
58
Increased
109
Reduced
110
Closed
34
Calls
$25.3M
Puts
$13.2M
Net Calls
+$12.2M
Net Calls Change
-$5.09M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.1M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$55.9M
3
Goldman Sachs
Goldman Sachs
New York
$95.8M
4
AC
Armistice Capital
New York
$20M
5
Citadel Advisors
Citadel Advisors
Florida
$17.3M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$46.3M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
$234K
3
TFM
Trian Fund Management
New York
$532M
4
Holocene Advisors
Holocene Advisors
New York
$433K
5
MAP
Managed Asset Portfolios
Michigan
$547K
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
251
BBVA USA Bancshares
Texas
$221K – – –
FMTC
252
Farmers & Merchants Trust Company
California
$221K – – –
PA
253
Pinnacle Associates
New York
$213K – – –
FMT
254
First Mercantile Trust
Tennessee
$212K -$23.5K -1,175 -10%
AWA
255
ARS Wealth Advisors
Florida
$212K – – –
UCFA
256
United Capital Financial Advisors
Texas
$211K -$19.7K -987 -9%
TRCT
257
Tower Research Capital (TRC)
New York
$209K +$133K +6,664 +176%
Mariner
258
Mariner
Kansas
$205K -$63.4K -3,178 -24%
GH
259
GAM Holding
Switzerland
$202K -$144K -7,195 -42%
PSP
260
Principal Street Partners
Tennessee
$202K +$202K +10,125 New
CIA
261
Capital Investment Advisors
Georgia
$200K +$200K +10,000 New
CCP
262
Cyrus Capital Partners
New York
$200K +$200K +10,000 New
PP
263
PDS Planning
Ohio
$197K – – –
VFA
264
Valeo Financial Advisors
Indiana
$195K – – –
TAM
265
Tiverton Asset Management
Delaware
$191K +$191K +9,565 New
NIT
266
NumerixS Investment Technologies
British Columbia, Canada
$148K +$130K +6,508 +730%
CIA
267
CSat Investment Advisory
Michigan
$146K +$27K +1,348 +23%
CFG
268
Citizens Financial Group
Rhode Island
$120K – – –
TFGT
269
TS Financial Group (TSFG)
Illinois
$113K – – –
CCM
270
Cribstone Capital Management
Maine
$113K +$113K +5,639 New
FL
271
Fort LP
Maryland
$109K +$109K +5,463 New
CFA
272
Carroll Financial Associates
North Carolina
$76K +$277 +14 +0.4%
HFM
273
Harvest Fund Management
China
$76K +$76K +3,814 New
OSAM
274
O'Shaughnessy Asset Management
Connecticut
$65K – – –
PK
275
Pflug Koory
Nebraska
$56K – – –
9 10
11
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