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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 Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$797K -$472K -54,104 -37%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$767K – – –
GA
128
Gateway Advisory
New Jersey
$766K +$157K +18,000 +26%
HS
129
HighVista Strategies
Massachusetts
$765K +$765K +87,700 New
STC
130
SEI Trust Company
Pennsylvania
$761K – – –
QIM
131
Quantitative Investment Management
Virginia
$760K +$760K +87,200 New
ANTB
132
AMG National Trust Bank
Colorado
$753K +$17.7K +2,029 +2%
SC
133
Scotia Capital
Ontario, Canada
$738K +$124K +14,219 +20%
CCM
134
Cadence Capital Management
Massachusetts
$711K -$38.1K -4,370 -5%
HM
135
Harvest Management
New York
$698K -$175K -20,000 -20%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$698K +$172K +19,700 +33%
CMANY
137
Capital Management Associates (New York)
New York
$678K +$39.3K +4,500 +6%
MERSOM
138
Municipal Employees' Retirement System of Michigan
Michigan
$676K +$270K +30,900 +66%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$671K +$671K +77,000 New
MC
140
Menta Capital
California
$662K +$186K +21,300 +39%
VKH
141
Virtu KCG Holdings
New York
$652K +$275K +31,578 +73%
DCM
142
Dynamic Capital Management
Jersey
$637K +$637K +73,100 New
SCM
143
Stevens Capital Management
Pennsylvania
$621K +$621K +71,250 New
PGIM
144
Pacific Global Investment Management
California
$574K -$1.08K -124 -0.2%
JPMPWA
145
J.P. Morgan Private Wealth Advisors
California
$549K -$26.3K -3,018 -5%
AAM
146
Advisors Asset Management
Colorado
$545K +$148K +17,021 +37%
LMGAM
147
Liberty Mutual Group Asset Management
Massachusetts
$535K -$236K -27,065 -31%
LPL Financial
148
LPL Financial
California
$482K +$151K +17,345 +46%
PA
149
Profund Advisors
Maryland
$477K +$47.6K +5,467 +11%
AW
150
Alpha Windward
Massachusetts
$464K -$21.8K -2,499 -4%
4 5
6
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