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Wendy's
WEN

Overview Fund Activity

254 hedge funds and large institutions have $3.03B invested in Wendy's in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-8
Holders Change %
-3.05%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
37
Increased
83
Reduced
94
Closed
41
Calls
$13.7M
Puts
$2.72M
Net Calls
+$11M
Net Calls Change
-$15.5M

Top Buyers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
$40.2M
2
Wells Fargo
Wells Fargo
California
$76.1M
3
Calamos Advisors
Calamos Advisors
Illinois
$30.4M
4
AR
Advisory Research
Illinois
$21.3M
5
CM
Castleark Management
Illinois
$14.8M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$10M
2
HK
Horizon Kinetics
New York
$312M
3
Allianz Asset Management
Allianz Asset Management
Germany
$33M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Neuberger Berman Group
Neuberger Berman Group
New York
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
276
LMCG Investments
Massachusetts
– -$195K -21,624 Closed
OC
277
Oppenheimer & Co
New York
– -$187K -20,670 Closed
SIM
278
Sentry Investment Management
Wisconsin
– -$181K -20,000 Closed
ANBT
279
American National Bank & Trust
Texas
– -$181K -20,000 Closed
PHK
280
Point72 Hong Kong
Hong Kong
– -$168K -18,570 Closed
STMM
281
South Texas Money Management
Texas
– -$128K -14,193 Closed
CCMH
282
Cornerstone Capital Management Holdings
New York
– -$106K -11,755 Closed
UR
283
USCA RIA
Texas
– -$102K -11,300 Closed
NPC
284
National Planning Corporation
California
– -$105K -11,050 Closed
PAG
285
Private Advisor Group
New Jersey
– -$98K -10,803 Closed
RJT
286
Raymond James Trust
Florida
– -$96K -10,614 Closed
JPTCCM
287
J.P. Turner & Co Capital Management
Georgia
– -$91K -10,120 Closed
BRWA
288
B. Riley Wealth Advisors
Florida
– -$28 -3,073 Closed
CFA
289
Carroll Financial Associates
North Carolina
– -$27K -2,500 Closed
SFM
290
Systematic Financial Management
New Jersey
– -$2K -330 Closed
ACS
291
Archford Capital Strategies
Illinois
– -$3K -288 Closed
KTC
292
Kistler-Tiffany Companies
Pennsylvania
– -$1K -104 Closed
RC
293
RegentAtlantic Capital
New Jersey
– -$795 -88 Closed
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