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Wendy's
WEN

Overview Fund Activity

251 hedge funds and large institutions have $2.76B invested in Wendy's in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
37
Increased
88
Reduced
79
Closed
26
Calls
$11.3M
Puts
$5.98M
Net Calls
+$5.28M
Net Calls Change
+$17.3M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$68.6M
2
SFM
2
Systematic Financial Management
New Jersey
$65M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.9M
5
GC
5
Guggenheim Capital
Illinois
$19.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$96.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17.6M
3
Jennison Associates
3
Jennison Associates
New York
$63.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$101M
5
RHJA
5
Rice Hall James & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
26
Guggenheim Capital
Illinois
$19.9M 2,277,424 +2,124,670 +1,391%
Renaissance Technologies
27
Renaissance Technologies
New York
$18.3M 2,102,282 +166,400 +9%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$17.6M 2,017,363 -2,558,436 -56%
DFO
29
Duquesne Family Office
New York
$17.4M 2,000,000 – –
Invesco
30
Invesco
Georgia
$15.2M 1,737,570 +1,011,505 +139%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$13.1M 1,501,761 +361,950 +32%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$12.8M 1,468,171 +261,744 +22%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$12.7M 1,431,979 -37,530 -3%
MAP
34
Managed Asset Portfolios
Michigan
$12.4M 1,426,420 +1,426,420 New
Retirement Systems of Alabama
35
Retirement Systems of Alabama
Alabama
$12.2M 1,393,471 -395,220 -22%
SBH
36
Segall Bryant & Hamill
Illinois
$12.1M 1,387,223 -113,189 -8%
Arrowstreet Capital
37
Arrowstreet Capital
Massachusetts
$11.9M 1,363,812 +1,339,072 +5,413%
Axa
38
Axa
France
$11.6M 1,330,700 +1,330,700 New
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.5M 1,316,200 +453,425 +53%
Bank of America
40
Bank of America
North Carolina
$10.5M 1,205,167 +138,982 +13%
AllianceBernstein
41
AllianceBernstein
Tennessee
$9.27M 1,063,504 +764,298 +255%
CM
42
Castleark Management
Illinois
$8.02M 919,348 +919,348 New
BA
43
Boston Advisors
Massachusetts
$7.78M 891,628 +10,455 +1%
MRI
44
Mad River Investors
Massachusetts
$7.72M 884,975 +6,300 +0.7%
BIM
45
BlackRock Investment Management
Delaware
$7.14M 818,835 -8,663 -1%
CCMH
46
Cornerstone Capital Management Holdings
New York
$7.11M 815,665 +681,450 +508%
HAI
47
Hennessy Advisors Inc
California
$6.78M 778,000 – –
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$6.15M 705,735 -69,400 -9%
Ameriprise
49
Ameriprise
Minnesota
$6.02M 689,854 +42,866 +7%
TC
50
TFS Capital
Pennsylvania
$5.93M 680,497 +22,746 +3%
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