Wendy's
281 hedge funds and large institutions have $2.91B invested in Wendy's in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 33 closing their positions.
282% more call options, than puts
Call options by funds: $13.2M | Put options by funds: $3.46M
18% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 33
12% more capital invested
Capital invested by funds: $2.6B → $2.91B (+$310M)
1% more funds holding
Funds holding: 277 → 281 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.92% less ownership
Funds ownership: 77.44% → 76.52% (-0.92%)
3% less repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 99
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$185M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$70M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20.6M |
| 4 |
Millennium Management
New York
|
+$20.4M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$83.3M |
| 2 |
EC
Eminence Capital
New York
|
-$62.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$30.7M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$29M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCMO
301
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| – | -$163K | -11,947 | Closed |
|
|
RWA
302
RGT Wealth Advisors
Dallas,
Texas
| – | -$156K | -11,432 | Closed |
|
|
WAM
303
Weiss Asset Management
Boston,
Massachusetts
| – | -$150K | -11,001 | Closed |
|
|
AI
304
Atria Investments
Charlotte,
North Carolina
| – | -$138K | -10,122 | Closed |
|
|
FMA
305
FNY Managed Accounts
New York
| – | -$51K | -3,805 | Closed |
|
|
SCM
306
Segantii Capital Management
Hong Kong
| – | -$49K | -3,600 | Closed |
|
|
CPIG
307
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$14K | -1,050 | Closed |
|
|
SSB
308
Sandy Spring Bank
Olney,
Maryland
| – | -$11K | -798 | Closed |
|
309
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -261 | Closed |
|
|
WP
310
WealthPLAN Partners
Omaha,
Nebraska
| – | -$2.71K | -200 | Closed |
|
|
PFO
311
Pathstone Family Office
Englewood,
New Jersey
| – | -$1K | -84 | Closed |
|
WEN Hedge Fund Activity: Q2 2017 in Review
281 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2017, worth a combined $2.91B — up 12% from $2.6B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new WEN positions and 33 closed out — a net gain of 6 holders — while 96 added to existing stakes and 99 trimmed.
The largest buyer was Janus Henderson Group, opening a new position worth an estimated $185M. The largest seller was Trian Fund Management, cutting an estimated $83.3M.
- 281 institutional investors held Wendy's (WEN) as of Q2 2017, up from 277 in Q1 2017.
- Funds reported $2.91B of Wendy's stock for Q2 2017, up 12% quarter-over-quarter.
- 39 funds opened new Wendy's positions in Q2 2017 and 33 closed out, a net change of +6 holders.
- The largest Wendy's buyer in Q2 2017 was Janus Henderson Group, an estimated $185M added.
- The largest Wendy's seller in Q2 2017 was Trian Fund Management, an estimated $83.3M sold.
Based on aggregated 13F filings for Q2 2017.