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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 %
GF
101
Gabelli Funds
New York
$1.44M 165,000 – –
Citadel Advisors
102
Citadel Advisors
Florida
$1.42M 163,252 +108,249 +197%
CCA
103
Catalyst Capital Advisors
New York
$1.41M 161,300 +14,500 +10%
CIP
104
Convergence Investment Partners
Florida
$1.35M 154,190 – –
WCM
105
Winton Capital Management
United Kingdom
$1.29M 147,555 +73,678 +100%
HMS
106
Hanseatic Management Services
New Mexico
$1.25M 143,350 -82,177 -36%
ST
107
Spot Trading
Illinois
$1.23M 140,519 +140,330 +74,249%
UBS AM
108
UBS AM
Illinois
$1.22M 140,004 +5,300 +4%
SOMRS
109
State of Michigan Retirement System
Michigan
$1.15M 131,999 +100 +0.1%
Citigroup
110
Citigroup
New York
$1.15M 131,966 +120,903 +1,093%
OC
111
Oppenheimer & Co
New York
$1.13M 129,076 -3,558 -3%
TH
112
Timber Hill
Connecticut
$1.12M 128,421 -87,444 -41%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.1M 126,465 – –
Federated Hermes
114
Federated Hermes
Pennsylvania
$1.1M 125,855 -70,132 -36%
GI
115
GAMCO Investors
Connecticut
$1.05M 120,710 – –
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$1.03M 118,244 +167 +0.1%
KWMG
117
King Wealth Management Group
Florida
$1.03M 117,702 +42,789 +57%
ARTA
118
A.R.T. Advisors
New York
$1.02M 116,966 -104,700 -47%
Acadian Asset Management
119
Acadian Asset Management
Massachusetts
$1.01M 115,800 +6,000 +5%
CPS
120
Counsel Portfolio Services
Ontario, Canada
$1.01M 115,800 +6,000 +5%
MSA
121
Mason Street Advisors
Wisconsin
$974K 111,690 -870 -0.8%
IRF
122
IBM Retirement Fund
New York
$971K 111,273 -4,962 -4%
Legal & General Group
123
Legal & General Group
United Kingdom
$971K 111,304 -4,833 -4%
WSCM
124
Wellington Shields Capital Management
New York
$936K 107,300 +24,200 +29%
T. Rowe Price Associates
125
T. Rowe Price Associates
Maryland
$883K 101,215 +1,600 +2%
3 4
5
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