Wendy's
353 hedge funds and large institutions have $3.63B invested in Wendy's in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 121 reducing their positions, and 40 closing their positions.
153% more call options, than puts
Call options by funds: $21.2M | Put options by funds: $8.37M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
38% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 40
8% more capital invested
Capital invested by funds: $3.36B → $3.63B (+$274M)
2% more funds holding
Funds holding: 347 → 353 (+6)
1.79% less ownership
Funds ownership: 72.87% → 71.08% (-1.8%)
15% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$73.5M |
| 2 |
Millennium Management
New York
|
+$33.4M |
| 3 |
JP Morgan Chase
New York
|
+$31.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$30M |
| 5 |
Two Sigma Advisers
New York
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$68.7M |
| 2 |
Goldman Sachs
New York
|
-$58.6M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$36.4M |
| 4 |
Squarepoint
New York
|
-$24.2M |
| 5 |
AC
Armistice Capital
New York
|
-$20M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BCM
376
BlueCrest Capital Management
St Helier,
Jersey
| – | -$280K | -14,028 | Closed |
|
|
WS
377
Wedbush Securities
Los Angeles,
California
| – | -$270K | -13,522 | Closed |
|
|
SLF
378
Sun Life Financial
Toronto,
Ontario, Canada
| – | -$268K | -13,417 | Closed |
|
|
FPCG
379
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| – | -$234K | -11,700 | Closed |
|
|
GH
380
GAM Holding
Zurich,
Switzerland
| – | -$202K | -10,105 | Closed |
|
|
CCP
381
Cyrus Capital Partners
New York
| – | -$200K | -10,000 | Closed |
|
|
FL
382
Fort LP
Chevy Chase,
Maryland
| – | -$109K | -5,463 | Closed |
|
383
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$44K | -2,181 | Closed |
|
|
CB
384
CNB Bank
Clearfield,
Pennsylvania
| – | -$41K | -2,028 | Closed |
|
385
ClearBridge Investments
New York
| – | -$7K | -358 | Closed |
|
|
PFGIA
386
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$2K | -125 | Closed |
|
|
PCG
387
Private Capital Group
West Hartford,
Connecticut
| – | +$170 | +8 | +38% |
|
|
HWM
388
HighMark Wealth Management
St. Paul,
Minnesota
| – | +$954 | +45 | New |
|
WEN Hedge Fund Activity: Q4 2019 in Review
353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2019, worth a combined $3.63B — up 8.2% from $3.36B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WEN positions and 40 closed out — a net gain of 15 holders — while 103 added to existing stakes and 121 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $73.5M. The largest seller was Invesco, cutting an estimated $68.7M.
- 353 institutional investors held Wendy's (WEN) as of Q4 2019, up from 347 in Q3 2019.
- Funds reported $3.63B of Wendy's stock for Q4 2019, up 8.2% quarter-over-quarter.
- 55 funds opened new Wendy's positions in Q4 2019 and 40 closed out, a net change of +15 holders.
- The largest Wendy's buyer in Q4 2019 was Citadel Advisors, an estimated $73.5M added.
- The largest Wendy's seller in Q4 2019 was Invesco, an estimated $68.7M sold.
Based on aggregated 13F filings for Q4 2019.