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Wendy's
WEN

Overview Fund Activity

247 hedge funds and large institutions have $2.26B invested in Wendy's in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 90 increasing their positions, 80 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
-14
Holders Change %
-5.36%
% of All Funds
6.59%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
26
Increased
90
Reduced
80
Closed
37
Calls
$3.72M
Puts
$1.98M
Net Calls
+$1.75M
Net Calls Change
-$8.1M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$78.4M
2
Millennium Management
2
Millennium Management
New York
$33.4M
3
RIM
3
RS Investment Management
California
$19.1M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$19.2M
5
Wells Fargo
5
Wells Fargo
California
$92.9M

Top Sellers

1
EAM
1
EverPoint Asset Management
Connecticut
$12.5M
2
DKCM
2
Davidson Kempner Capital Management
New York
$0
3
HK
3
Horizon Kinetics
New York
$147M
4
JHIU
4
Janus Henderson Investors US
Colorado
$205M
5
CCM
5
Cadian Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
26
EverPoint Asset Management
Connecticut
$12.5M -$24.5M -2,250,000 -66%
GIA
27
Gateway Investment Advisers
Ohio
$12M +$884K +81,151 +8%
OCM
28
Olstein Capital Management
New York
$10.8M -$538K -49,400 -5%
SRC
29
Shufro Rose & Co
New York
$10.6M -$79.5K -7,300 -0.7%
UBS AM
30
UBS AM
Illinois
$10.4M +$8.08M +742,432 +350%
GC
31
Guggenheim Capital
Illinois
$9.83M -$1.32M -121,375 -12%
Charles Schwab
32
Charles Schwab
California
$9.67M +$519K +47,631 +6%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$9.26M -$4.49M -412,096 -33%
Invesco
34
Invesco
Georgia
$9.18M +$4.5M +413,359 +96%
Principal Financial Group
35
Principal Financial Group
Iowa
$7.94M +$377K +34,633 +5%
PPA
36
Parametric Portfolio Associates
Washington
$7.58M +$3.25M +298,522 +75%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$7.54M +$6.13M +562,672 +435%
Bank of America
38
Bank of America
North Carolina
$7.49M -$1.12M -102,449 -13%
Deutsche Bank
39
Deutsche Bank
Germany
$7.04M -$2.88M -264,858 -29%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$6.98M – – –
BIM
41
BlackRock Investment Management
Delaware
$6.8M +$31.7K +2,910 +0.5%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$6.48M -$46.9K -4,311 -0.7%
Ameriprise
43
Ameriprise
Minnesota
$5.85M -$3.24M -297,865 -36%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$5.18M – – –
EGM
45
Engineers Gate Manager
New York
$5.13M +$939K +86,212 +22%
AIG
46
American International Group
New York
$4.86M +$172K +15,754 +4%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$4.86M +$605K +55,534 +14%
Baird Financial Group
48
Baird Financial Group
Wisconsin
$4.79M -$225K -20,694 -4%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$4.6M -$3.72M -341,800 -45%
NFA
50
Nationwide Fund Advisors
Ohio
$4.53M +$112K +10,292 +3%
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