Wendy's
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.
58% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 31
29.27% more ownership
Funds ownership: 46.09% → 75.36% (+29%)
12% more capital invested
Capital invested by funds: $2.33B → $2.62B (+$285M)
7% more funds holding
Funds holding: 245 → 261 (+16)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
26% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 98
77% less call options, than puts
Call options by funds: $4.97M | Put options by funds: $21.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$45.2M |
| 2 |
Two Sigma Investments
New York
|
+$11.6M |
| 3 |
JP Morgan Chase
New York
|
+$7.18M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$5.68M |
| 5 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
+$5.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$67.1M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$52.1M |
| 3 |
EC
Eminence Capital
New York
|
-$45.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$39.8M |
| 5 |
HK
Horizon Kinetics
New York
|
-$34.5M |
WEN Hedge Fund Activity: Q4 2016 in Review
261 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2016, worth a combined $2.62B — up 12% from $2.33B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WEN positions and 31 closed out — a net gain of 18 holders — while 73 added to existing stakes and 98 trimmed.
The largest buyer was Trian Fund Management, adding an estimated $45.2M. The largest seller was Balyasny Asset Management, cutting an estimated $67.1M.
- 261 institutional investors held Wendy's (WEN) as of Q4 2016, up from 245 in Q3 2016.
- Funds reported $2.62B of Wendy's stock for Q4 2016, up 12% quarter-over-quarter.
- 49 funds opened new Wendy's positions in Q4 2016 and 31 closed out, a net change of +18 holders.
- The largest Wendy's buyer in Q4 2016 was Trian Fund Management, an estimated $45.2M added.
- The largest Wendy's seller in Q4 2016 was Balyasny Asset Management, an estimated $67.1M sold.
Based on aggregated 13F filings for Q4 2016.