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Wendy's
WEN

Overview Fund Activity

245 hedge funds and large institutions have $2.33B invested in Wendy's in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 30 closing their positions.

Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
69
Reduced
103
Closed
30
Calls
$6.06M
Puts
$3M
Net Calls
+$3.06M
Net Calls Change
+$1.72M

Top Buyers

1
EC
1
Eminence Capital
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$60.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.5M
4
MCL
4
MIK Capital LLC
New York
$27.8M
5
SCM
5
Suvretta Capital Management
New York
$24.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$173M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$41.3M
4
JHIU
4
Janus Henderson Investors US
Colorado
$192M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMLC
26
Cardinal Capital Management LLC (Connecticut)
Connecticut
$14.7M +$723K +66,943 +5%
KBC Group
27
KBC Group
Belgium
$14.1M +$7.51M +695,265 +115%
Goldman Sachs
28
Goldman Sachs
New York
$14M +$14.4K +1,333 +0.1%
First Trust Advisors
29
First Trust Advisors
Illinois
$11.3M +$4.19M +387,850 +59%
Charles Schwab
30
Charles Schwab
California
$10.9M +$750K +69,472 +7%
SRC
31
Shufro Rose & Co
New York
$10.3M -$18.4K -1,700 -0.2%
Allianz Asset Management
32
Allianz Asset Management
Germany
$9.72M +$7.58M +713,662 +353%
Principal Financial Group
33
Principal Financial Group
Iowa
$8.78M -$35.1K -3,249 -0.4%
OCM
34
Olstein Capital Management
New York
$8.66M +$1.67K +155 +0%
PPA
35
Parametric Portfolio Associates
Washington
$8.39M +$624K +57,762 +8%
GC
36
Guggenheim Capital
Illinois
$8.28M -$1.11M -102,366 -12%
GIA
37
Gateway Investment Advisers
Ohio
$7.69M -$1.12M -103,428 -13%
Ameriprise
38
Ameriprise
Minnesota
$7.53M +$1.16M +107,511 +18%
New York State Teachers Retirement System (NYSTRS)
39
New York State Teachers Retirement System (NYSTRS)
New York
$6.84M -$76.7K -7,100 -1%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$6.4M +$32.3K +2,989 +0.5%
BIM
41
BlackRock Investment Management
Delaware
$6.39M -$344K -31,873 -5%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$5.67M +$426K +39,455 +8%
Bank of America
43
Bank of America
North Carolina
$5.24M -$1.94M -180,013 -27%
AR
44
Advisory Research
Illinois
$4.98M -$5.75M -532,041 -54%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$4.89M +$42.1K +3,900 +0.9%
WMSA
46
Weiss Multi-Strategy Advisers
New York
$4.82M +$4.82M +446,704 New
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$4.79M – – –
Morgan Stanley
48
Morgan Stanley
New York
$4.4M -$1.62M -149,831 -27%
TA
49
Teachers Advisors
New York
$4.32M -$3.37M -311,757 -44%
NFA
50
Nationwide Fund Advisors
Ohio
$4.28M -$283K -26,244 -6%
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