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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$602M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
4
Victory Capital Management
Texas
$58.3M
5
NIP
5
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$898K
2
JHIU
2
Janus Henderson Investors US
Colorado
$182M
3
EC
3
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M
5
HK
5
Horizon Kinetics
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
SRC
26
Shufro Rose & Co
New York
$11.2M 826,005 -126,050 -13%
Principal Financial Group
27
Principal Financial Group
Iowa
$11M 810,639 -2,542 -0.3%
PPA
28
Parametric Portfolio Associates
Washington
$10.9M 809,606 +32,922 +4%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$10M 743,216 +595,051 +402%
BIM
30
BlackRock Investment Management
Delaware
$9.49M 701,861 +110,489 +19%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$8.98M 664,355 +328,286 +98%
New York State Teachers Retirement System (NYSTRS)
32
New York State Teachers Retirement System (NYSTRS)
New York
$8.23M 609,040 -24,500 -4%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$8.09M 598,346 +5,446 +0.9%
Ameriprise
34
Ameriprise
Minnesota
$8.08M 597,471 -99,633 -14%
Invesco
35
Invesco
Georgia
$7.88M 582,784 +290,353 +99%
GC
36
Guggenheim Capital
Illinois
$7.83M 578,971 -188,016 -25%
Bank of America
37
Bank of America
North Carolina
$7.77M 574,267 +89,176 +18%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$7.23M 534,397 +9,442 +2%
OCM
39
Olstein Capital Management
New York
$7.08M 523,505 -277,940 -35%
Citadel Advisors
40
Citadel Advisors
Florida
$6.88M 508,760 +360,168 +242%
Morgan Stanley
41
Morgan Stanley
New York
$6.63M 490,347 +82,971 +20%
KBC Group
42
KBC Group
Belgium
$6.36M 470,724 -830,607 -64%
NIP
43
Nicholas Investment Partners
California
$6.08M 449,753 +449,753 New
GIA
44
Gateway Investment Advisers
Ohio
$6M 443,896 -268,536 -38%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$5.96M 440,988 -11,800 -3%
Millennium Management
46
Millennium Management
New York
$5.9M 436,134 +436,134 New
State Board of Administration of Florida Retirement System
47
State Board of Administration of Florida Retirement System
Florida
$5.84M 432,128 -11,570 -3%
AIG
48
American International Group
New York
$5.23M 386,470 -6,641 -2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$5.2M 384,684 +2,905 +0.8%
TCIM
50
TIAA CREF Investment Management
New York
$5.15M 381,177 -205,150 -35%
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