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Wendy's
WEN

Overview Fund Activity

242 hedge funds and large institutions have $2.57B invested in Wendy's in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
49
Increased
83
Reduced
71
Closed
24
Calls
$8.75M
Puts
$20.8M
Net Calls
-$12M
Net Calls Change
-$13.1M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$20.2M
2
DFO
2
Duquesne Family Office
New York
$17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$14.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$160M
2
CI
2
Cambiar Investors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$64.6M
4
HK
4
Horizon Kinetics
New York
$236M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$16.4M 1,935,882 +1,285,800 +198%
Retirement Systems of Alabama
27
Retirement Systems of Alabama
Alabama
$15.2M 1,788,691 +3,986 +0.2%
JHIU
28
Janus Henderson Investors US
Colorado
$14.7M 1,731,530 +1,627,750 +1,568%
Fuller & Thaler Asset Management
29
Fuller & Thaler Asset Management
California
$14.3M 1,682,700 +1,682,700 New
SBH
30
Segall Bryant & Hamill
Illinois
$12.7M 1,500,412 -127,149 -8%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$12.5M 1,469,509 +350,800 +31%
RHJA
32
Rice Hall James & Associates
California
$12.3M 1,455,155 -136,250 -9%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$10.2M 1,206,427 +31,084 +3%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$9.67M 1,139,811 +379,125 +50%
Bank of America
35
Bank of America
North Carolina
$9.04M 1,066,185 -49 -0%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$7.7M 907,400 +907,400 New
BA
37
Boston Advisors
Massachusetts
$7.47M 881,173 -179,327 -17%
MRI
38
Mad River Investors
Massachusetts
$7.45M 878,675 +4,825 +0.6%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$7.32M 862,775 +862,775 New
BIM
40
BlackRock Investment Management
Delaware
$7.02M 827,498 +67,423 +9%
HAI
41
Hennessy Advisors Inc
California
$6.6M 778,000 +778,000 New
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$6.57M 775,135 -174,000 -18%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$6.48M 764,489 +582,353 +320%
Invesco
44
Invesco
Georgia
$6.16M 726,065 +611,197 +532%
TC
45
TFS Capital
Pennsylvania
$5.58M 657,751 +516,638 +366%
Ameriprise
46
Ameriprise
Minnesota
$5.49M 646,988 +43,837 +7%
U
47
UBS
Switzerland
$5.46M 643,645 -138,108 -18%
OTPPB
48
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.3M 625,286 – –
AIG
49
American International Group
New York
$5.13M 605,119 +2,687 +0.4%
CEP
50
Chicago Equity Partners
Illinois
$4.86M 572,910 +572,910 New
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