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Wendy's
WEN

Overview Fund Activity

242 hedge funds and large institutions have $2.57B invested in Wendy's in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
49
Increased
83
Reduced
71
Closed
24
Calls
$8.75M
Puts
$20.8M
Net Calls
-$12M
Net Calls Change
-$13.1M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$20.2M
2
DFO
2
Duquesne Family Office
New York
$17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$14.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$160M
2
CI
2
Cambiar Investors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$64.6M
4
HK
4
Horizon Kinetics
New York
$236M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ANTB
126
AMG National Trust Bank
Colorado
$716K 84,375 -675 -0.8%
WSCM
127
Wellington Shields Capital Management
New York
$705K 83,100 +83,100 New
KWMG
128
King Wealth Management Group
Florida
$635K 74,913 +10,252 +16%
WCM
129
Winton Capital Management
United Kingdom
$626K 73,877 +39,229 +113%
CMANY
130
Capital Management Associates (New York)
New York
$621K 73,200 +73,200 New
SC
131
Scotia Capital
Ontario, Canada
$597K 70,313 +70,313 New
GA
132
Gateway Advisory
New Jersey
$593K 69,880 +27,580 +65%
DC
133
Davenport & Co
Virginia
$567K 66,830 +66,830 New
JPMPWA
134
J.P. Morgan Private Wealth Advisors
California
$560K 66,017 +2,459 +4%
PGIM
135
Pacific Global Investment Management
California
$559K 65,971 +6,337 +11%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$512K 60,334 – –
CAM
137
Capstone Asset Management
Texas
$507K 59,811 +665 +1%
AW
138
Alpha Windward
Massachusetts
$472K 55,712 +53,820 +2,845%
Citadel Advisors
139
Citadel Advisors
Florida
$467K 55,003 +28,626 +109%
MC
140
Menta Capital
California
$463K 54,600 +54,600 New
HI
141
HBK Investments
Texas
$457K 53,944 +42,344 +365%
BIM
142
Bogle Investment Management
Massachusetts
$447K 52,800 -889,710 -94%
Jacobs Levy Equity Management
143
Jacobs Levy Equity Management
New Jersey
$428K 50,500 – –
URS
144
Utah Retirement Systems
Utah
$427K 50,382 -400 -0.8%
PA
145
Profund Advisors
Maryland
$418K 49,261 +15,120 +44%
IAM
146
Iridian Asset Management
Connecticut
$398K 46,905 -18,635 -28%
MERSOM
147
Municipal Employees' Retirement System of Michigan
Michigan
$395K 46,600 +46,600 New
AAM
148
Advisors Asset Management
Colorado
$386K 45,511 +36,511 +406%
AIP
149
Ameritas Investment Partners
Nebraska
$381K 44,884 +44,884 New
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$380K 44,828 +4,849 +12%
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