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Wendy's
WEN

Overview Fund Activity

281 hedge funds and large institutions have $2.91B invested in Wendy's in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
281
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
96
Reduced
99
Closed
33
Calls
$13.2M
Puts
$3.46M
Net Calls
+$9.74M
Net Calls Change
+$10.9M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$189M
2
Invesco
2
Invesco
Georgia
$86.8M
3
Deutsche Bank
3
Deutsche Bank
Germany
$27.3M
4
Millennium Management
4
Millennium Management
New York
$32.4M
5
CM
5
Castleark Management
Illinois
$14.1M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$605M
2
EC
2
Eminence Capital
New York
$118M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$113M
4
Victory Capital Management
4
Victory Capital Management
Texas
$91.7M
5
Wells Fargo
5
Wells Fargo
California
$118M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMLC
26
Cardinal Capital Management LLC (Connecticut)
Connecticut
$14.1M 906,171 -202,089 -18%
TEC
27
Tiger Eye Capital
Tennessee
$13.7M 882,100 +882,100 New
Prudential Financial
28
Prudential Financial
New Jersey
$13.6M 877,191 +353,060 +67%
MWNA
29
Marshall Wace North America
New York
$12.9M 803,766 +752,454 +1,466%
Principal Financial Group
30
Principal Financial Group
Iowa
$12.8M 822,130 +22,183 +3%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$12.4M 799,897 +728,697 +1,023%
TCIM
32
TIAA CREF Investment Management
New York
$12.2M 784,354 +182,491 +30%
PPA
33
Parametric Portfolio Associates
Washington
$12M 775,913 -115,802 -13%
CANY
34
Caxton Associates (New York)
New York
$12M 775,000 +575,000 +288%
IP
35
Interval Partners
New York
$12M 775,000 +775,000 New
Morgan Stanley
36
Morgan Stanley
New York
$12M 771,044 -88,969 -10%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$11.6M 745,300 +745,300 New
TA
38
Teachers Advisors
New York
$11.2M 720,033 +329,277 +84%
Charles Schwab
39
Charles Schwab
California
$10.5M 676,405 -462,964 -41%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$10M 646,043 +229,881 +55%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$9.72M 626,854 +20,402 +3%
GIA
42
Gateway Investment Advisers
Ohio
$9.54M 615,105 +1,416 +0.2%
NC
43
Nicholas Company
Wisconsin
$9.53M 614,720 +240,035 +64%
Allianz Asset Management
44
Allianz Asset Management
Germany
$9.03M 588,928 -213,538 -27%
Ameriprise
45
Ameriprise
Minnesota
$8.85M 570,620 -8,243 -1%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.52M 549,051 -11,500 -2%
GC
47
Guggenheim Capital
Illinois
$8.05M 518,913 -12,908 -2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$7.76M 500,585 -52,201 -9%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$7.19M 463,504 -83,936 -15%
SRC
50
Shufro Rose & Co
New York
$7.01M 452,125 -368,730 -45%
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