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Wendy's
WEN

Overview Fund Activity

290 hedge funds and large institutions have $3.15B invested in Wendy's in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
6.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
86
Reduced
104
Closed
28
Calls
$58.1M
Puts
$10.8M
Net Calls
+$47.3M
Net Calls Change
+$30.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$47.3M
2
EC
2
Eminence Capital
New York
$192M
3
SCM
3
Suvretta Capital Management
New York
$29.3M
4
Victory Capital Management
4
Victory Capital Management
Texas
$117M
5
MCM
5
Melvin Capital Management
New York
$57.5M

Top Sellers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$0
2
Two Sigma Investments
2
Two Sigma Investments
New York
$10.4M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$21.7M
4
Invesco
4
Invesco
Georgia
$77.9M
5
IP
5
Interval Partners
New York
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$24.8M -$7.91M -481,949 -24%
MAP
27
Managed Asset Portfolios
Michigan
$23.6M +$201K +12,257 +0.9%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$21.7M -$15.5M -946,897 -42%
O
29
OppenheimerFunds
New York
$17.7M +$10.7K +650 +0.1%
AP
30
AHL Partners
United Kingdom
$15.1M +$13.1M +797,323 +662%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$13.9M +$7.16M +435,739 +106%
CCMLC
32
Cardinal Capital Management LLC (Connecticut)
Connecticut
$13.6M +$1.92M +117,154 +16%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$13.5M +$13M +789,986 +2,321%
NC
34
Nicholas Company
Wisconsin
$13.4M +$1.14M +69,610 +9%
Principal Financial Group
35
Principal Financial Group
Iowa
$12.3M -$581K -35,387 -5%
Charles Schwab
36
Charles Schwab
California
$12.1M +$663K +40,357 +6%
Morgan Stanley
37
Morgan Stanley
New York
$11.4M +$2.59M +157,610 +29%
PPA
38
Parametric Portfolio Associates
Washington
$11.2M -$2.58M -157,110 -19%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$11M -$12.6M -766,000 -53%
IP
40
Interval Partners
New York
$10.6M -$13.1M -796,418 -55%
Two Sigma Investments
41
Two Sigma Investments
New York
$10.4M -$17.8M -1,087,038 -63%
Neuberger Berman Group
42
Neuberger Berman Group
New York
$9.32M -$820K -49,946 -8%
Ameriprise
43
Ameriprise
Minnesota
$8.61M -$374K -22,794 -4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$8.46M -$758K -46,151 -8%
AllianceBernstein
45
AllianceBernstein
Tennessee
$8.33M +$6.49M +395,346 +353%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$8.22M +$8.22M +500,848 New
Citadel Advisors
47
Citadel Advisors
Florida
$8.16M -$7.23K -440 -0.1%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$8.12M +$33.3K +2,031 +0.4%
TCIM
49
TIAA CREF Investment Management
New York
$7.82M -$5M -304,469 -39%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$7.61M – – –
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