Wendy's
304 hedge funds and large institutions have $3.39B invested in Wendy's in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 104 reducing their positions, and 33 closing their positions.
203% more call options, than puts
Call options by funds: $59.4M | Put options by funds: $19.6M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
52% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 33
7% more capital invested
Capital invested by funds: $3.15B → $3.39B (+$233M)
5% more funds holding
Funds holding: 290 → 304 (+14)
1.01% more ownership
Funds ownership: 79.6% → 80.61% (+1%)
23% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 104
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$89.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$50.8M |
| 3 |
MCM
Melvin Capital Management
New York
|
+$41.6M |
| 4 |
Two Sigma Investments
New York
|
+$40.9M |
| 5 |
O
OppenheimerFunds
New York
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$83M |
| 2 |
EC
Eminence Capital
New York
|
-$31.9M |
| 3 |
SCM
Suvretta Capital Management
New York
|
-$29.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$27.3M |
| 5 |
Renaissance Technologies
New York
|
-$27.3M |
WEN Hedge Fund Activity: Q1 2018 in Review
304 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q1 2018, worth a combined $3.39B — up 7.4% from $3.15B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new WEN positions and 33 closed out — a net gain of 17 holders — while 80 added to existing stakes and 104 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $89.6M. The largest seller was Trian Fund Management, cutting an estimated $83M.
- 304 institutional investors held Wendy's (WEN) as of Q1 2018, up from 290 in Q4 2017.
- Funds reported $3.39B of Wendy's stock for Q1 2018, up 7.4% quarter-over-quarter.
- 50 funds opened new Wendy's positions in Q1 2018 and 33 closed out, a net change of +17 holders.
- The largest Wendy's buyer in Q1 2018 was Citadel Advisors, an estimated $89.6M added.
- The largest Wendy's seller in Q1 2018 was Trian Fund Management, an estimated $83M sold.
Based on aggregated 13F filings for Q1 2018.