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Wendy's
WEN

Overview Fund Activity

321 hedge funds and large institutions have $3.2B invested in Wendy's in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 45 closing their positions.

Holders
321
Holders Change
+7
Holders Change %
+2.23%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
93
Reduced
99
Closed
45
Calls
$23.5M
Puts
$14M
Net Calls
+$9.48M
Net Calls Change
-$2.99M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$73.2M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$42.7M
3
SCM
3
Suvretta Capital Management
New York
$39.8M
4
Citadel Advisors
4
Citadel Advisors
Florida
$34.2M
5
Invesco
5
Invesco
Georgia
$113M

Top Sellers

1
EC
1
Eminence Capital
New York
$0
2
TFM
2
Trian Fund Management
New York
$512M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$49.4M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Millennium Management
5
Millennium Management
New York
$61.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
76
Federated Hermes
Pennsylvania
$4.16M 232,341 +106 +0%
CS
77
Credit Suisse
Switzerland
$4.16M 232,278 +43,262 +23%
GC
78
Guggenheim Capital
Illinois
$4.13M 230,955 +76,448 +49%
Point72 Asset Management
79
Point72 Asset Management
Connecticut
$4.04M 225,567 +185,567 +464%
HFS
80
HL Financial Services
Kentucky
$4M 223,389 -146 -0.1%
VOYA Investment Management
81
VOYA Investment Management
Georgia
$3.79M 211,811 +92,420 +77%
BF
82
BOK Financial
Oklahoma
$3.61M 201,895 +37,618 +23%
Creative Planning
83
Creative Planning
Kansas
$3.21M 179,351 -12,436 -6%
Lazard Asset Management
84
Lazard Asset Management
New York
$3.1M 173,451 +173,451 New
MOACM
85
Mutual of America Capital Management
New York
$2.88M 161,002 -2,620 -2%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$2.84M 158,765 -30,858 -16%
CCA
87
Catalyst Capital Advisors
New York
$2.68M 149,900 – –
LG
88
Leuthold Group
Minnesota
$2.66M 148,850 -4,912 -3%
UBS Group
89
UBS Group
Switzerland
$2.58M 143,890 +1,552 +1%
WMSA
90
Weiss Multi-Strategy Advisers
New York
$2.56M 143,300 +74,269 +108%
ASRS
91
Arizona State Retirement System
Arizona
$2.34M 130,602 -3,649 -3%
TPSF
92
Texas Permanent School Fund
Texas
$2.21M 123,495 +1,094 +0.9%
NSIM
93
North Star Investment Management
Illinois
$2.09M 116,536 – –
Nomura Holdings
94
Nomura Holdings
Japan
$2.05M 115,500 +115,500 New
SIM
95
Spark Investment Management
New York
$1.99M 111,000 – –
MIM
96
MetLife Investment Management
New Jersey
$1.98M 110,877 -3,176 -3%
Canada Life
97
Canada Life
Manitoba, Canada
$1.97M 110,239 -1,139 -1%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$1.96M 109,714 +4,150 +4%
Prudential Financial
99
Prudential Financial
New Jersey
$1.93M 107,621 -5,150 -5%
AG
100
AlphaSimPlex Group
Massachusetts
$1.88M 105,157 +9,378 +10%
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4
5 6