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Wendy's
WEN

Overview Fund Activity

251 hedge funds and large institutions have $2.76B invested in Wendy's in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
37
Increased
88
Reduced
79
Closed
26
Calls
$11.3M
Puts
$5.98M
Net Calls
+$5.28M
Net Calls Change
+$17.3M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$68.6M
2
SFM
2
Systematic Financial Management
New Jersey
$65M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.9M
5
GC
5
Guggenheim Capital
Illinois
$19.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$96.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17.6M
3
Jennison Associates
3
Jennison Associates
New York
$63.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$101M
5
RHJA
5
Rice Hall James & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
51
Los Angeles Capital Management
California
$5.75M 659,563 -104,926 -14%
U
52
UBS
Switzerland
$5.48M 628,256 -15,389 -2%
Fuller & Thaler Asset Management
53
Fuller & Thaler Asset Management
California
$5.2M 596,475 -1,086,225 -65%
AIG
54
American International Group
New York
$5.13M 588,520 -16,599 -3%
CCM
55
Coe Capital Management
Illinois
$4.89M 561,187 +561,187 New
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$4.82M 553,209 – –
SCM
57
Saba Capital Management
New York
$4.78M 548,584 -16,290 -3%
NFA
58
Nationwide Fund Advisors
Ohio
$4.64M 532,271 -7,224 -1%
Charles Schwab
59
Charles Schwab
California
$4.62M 529,223 +37,933 +8%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$4.47M 512,589 +3,600 +0.7%
CO
61
Caldwell & Orkin
Georgia
$4.08M 468,300 +468,300 New
NTCOC
62
Northern Trust Company of Connecticut
Connecticut
$4.08M 467,470 +465,552 +24,273%
CEP
63
Chicago Equity Partners
Illinois
$3.99M 457,860 -115,050 -20%
CS
64
Credit Suisse
Switzerland
$3.84M 440,204 +44,018 +11%
BAM
65
Boyar Asset Management
New York
$3.79M 435,043 – –
Capital Fund Management (CFM)
66
Capital Fund Management (CFM)
France
$3.73M 427,216 +427,216 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$3.64M 417,725 -30,879 -7%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.3M 378,579 +286,794 +312%
TCIM
69
TIAA CREF Investment Management
New York
$3.21M 367,747 -18,900 -5%
BTS
70
BB&T Securities
Virginia
$3.17M 36,325 +22,150 +156%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$3.16M 362,619 +259,872 +253%
Comerica Bank
72
Comerica Bank
Texas
$3.15M 360,907 -4,281 -1%
GIA
73
Gateway Investment Advisers
Ohio
$3.11M 356,334 – –
ERSOT
74
Employees Retirement System of Texas
Texas
$3.1M 356,000 – –
PPA
75
Parametric Portfolio Associates
Washington
$2.97M 340,316 +10,137 +3%
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