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Wendy's
WEN

Overview Fund Activity

275 hedge funds and large institutions have $2.65B invested in Wendy's in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
275
Holders Change
+24
Holders Change %
+9.56%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
49
Increased
81
Reduced
105
Closed
24
Calls
$9.48M
Puts
$11M
Net Calls
-$1.47M
Net Calls Change
-$6.76M

Top Buyers

1
HK
1
Horizon Kinetics
New York
$284M
2
SFM
2
Systematic Financial Management
New Jersey
$103M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$38.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$38.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.1M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$591M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
SAM
3
Southeastern Asset Management
Tennessee
$0
4
Wells Fargo
4
Wells Fargo
California
$44.1M
5
DFO
5
Duquesne Family Office
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
76
Raymond James Financial Services Advisors
Florida
$2.93M +$57K +6,250 +2%
BAM
77
Boyar Asset Management
New York
$2.84M -$1.13M -123,825 -28%
Swiss National Bank
78
Swiss National Bank
Switzerland
$2.76M +$504K +55,300 +22%
CS
79
Credit Suisse
Switzerland
$2.74M -$1.27M -139,400 -32%
BTS
80
BB&T Securities
Virginia
$2.61M -$702K -7,699 -21%
TBA
81
Train Babcock Advisors
New York
$2.59M +$2.59M +283,750 New
AL
82
Airain Ltd
Guernsey
$2.58M +$2.58M +282,708 New
TPSF
83
Texas Permanent School Fund
Texas
$2.43M -$279K -30,608 -10%
SFI
84
SPC Financial Inc
Maryland
$2.4M +$57K +6,250 +2%
California Public Employees Retirement System
85
California Public Employees Retirement System
California
$2.17M -$10.1M -1,179,734 -82%
BG
86
BlackRock Group
United Kingdom
$2.17M +$291K +31,940 +16%
MLICM
87
Metropolitan Life Insurance Company (MetLife)
New York
$2.01M -$99.5K -10,905 -5%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$1.93M +$1.09M +119,882 +131%
RJA
89
Raymond James & Associates
Florida
$1.9M -$97.5K -10,692 -5%
WCM
90
Winton Capital Management
United Kingdom
$1.81M +$464K +50,939 +35%
ARTA
91
A.R.T. Advisors
New York
$1.77M +$707K +77,559 +66%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$1.72M -$125K -13,740 -7%
Prudential Financial
93
Prudential Financial
New Jersey
$1.66M -$75.7K -8,300 -4%
TA
94
Teachers Advisors
New York
$1.65M – – –
Federated Hermes
95
Federated Hermes
Pennsylvania
$1.57M +$421K +46,203 +37%
MOACM
96
Mutual of America Capital Management
New York
$1.52M -$48.8K -5,355 -3%
NSIM
97
North Star Investment Management
Illinois
$1.51M – – –
GF
98
Gabelli Funds
New York
$1.51M – – –
ASRS
99
Arizona State Retirement System
Arizona
$1.48M -$308K -33,800 -17%
AI
100
Atria Investments
North Carolina
$1.45M +$1.45M +158,431 New
2 3
4
5 6