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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$602M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
4
Victory Capital Management
Texas
$58.3M
5
NIP
5
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$898K
2
JHIU
2
Janus Henderson Investors US
Colorado
$182M
3
EC
3
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M
5
HK
5
Horizon Kinetics
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
SBH
101
Segall Bryant & Hamill
Illinois
$1.15M 84,813 -27,730 -25%
ARTA
102
A.R.T. Advisors
New York
$1.13M 83,300 +60,600 +267%
SOMRS
103
State of Michigan Retirement System
Michigan
$1.09M 80,743 -1,300 -2%
PP
104
Paloma Partners
Connecticut
$1.06M 78,712 +78,712 New
VOYA Investment Management
105
VOYA Investment Management
Georgia
$1.06M 78,079 -6,224 -7%
ASRS
106
Arizona State Retirement System
Arizona
$1.05M 77,437 -13,200 -15%
ZIM
107
Zacks Investment Management
Illinois
$1.03M 76,085 +775 +1%
SIP
108
Stoneridge Investment Partners
Pennsylvania
$1.02M 75,422 -26,869 -26%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$1.02M 75,289 -4,279 -5%
Federated Hermes
110
Federated Hermes
Pennsylvania
$1.01M 74,792 +1,232 +2%
Credit Agricole
111
Credit Agricole
France
$976K 72,204 -16,399 -19%
PGIM
112
Pacific Global Investment Management
California
$969K 71,682 -257 -0.4%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$945K 69,870 -4,337 -6%
Balyasny Asset Management
114
Balyasny Asset Management
Illinois
$898K 66,422 -5,562,236 -99%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$873K 64,564 +42,502 +193%
AL
116
Aspiriant LLC
California
$869K 64,260 +64 +0.1%
JPMPWA
117
J.P. Morgan Private Wealth Advisors
California
$832K 61,520 +26,600 +76%
AIP
118
Ameritas Investment Partners
Nebraska
$830K 61,409 – –
Public Employees Retirement Association of Colorado
119
Public Employees Retirement Association of Colorado
Colorado
$799K 59,102 -1,001 -2%
Barclays
120
Barclays
United Kingdom
$789K 58,367 +42,989 +280%
Rafferty Asset Management
121
Rafferty Asset Management
New York
$772K 57,069 +57,069 New
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$764K 56,539 +2,992 +6%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$738K 54,610 +54,610 New
B
124
Barings
North Carolina
$715K 52,900 +52,900 New
US Bancorp
125
US Bancorp
Minnesota
$696K 51,444 +10,449 +25%
3 4
5
6 7