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Wendy's
WEN

Overview Fund Activity

271 hedge funds and large institutions have $2.45B invested in Wendy's in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
7.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
32
Increased
81
Reduced
102
Closed
35
Calls
$14.8M
Puts
$10.8M
Net Calls
+$4.03M
Net Calls Change
+$5.5M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$126M
2
Norges Bank
Norges Bank
Norway
$53.9M
3
Jennison Associates
Jennison Associates
New York
$89.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$24.3M

Top Sellers

1
ARC
Absolute Return Capital
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$342K
3
Principal Financial Group
Principal Financial Group
Iowa
$60.5M
4
Invesco
Invesco
Georgia
$8.11M
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Boston Advisors
Massachusetts
$852K -$6.75M -791,110 -89%
PG
127
PEAK6 Group
Illinois
$804K -$213K -24,910 -21%
HSBC Holdings
128
HSBC Holdings
United Kingdom
$782K +$782K +91,681 New
GAM
129
Gotham Asset Management
New York
$752K +$21.5K +2,521 +3%
TRSOTSOK
130
Teachers Retirement System of the State of Kentucky
Kentucky
$751K – – –
ANTB
131
AMG National Trust Bank
Colorado
$720K -$2.88K -338 -0.4%
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$719K +$7.14K +837 +1%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$719K -$24.9K -2,915 -3%
CMANY
134
Capital Management Associates (New York)
New York
$671K -$38.4K -4,500 -5%
OPERF
135
Oregon Public Employees Retirement Fund
Oregon
$644K -$853 -100 -0.1%
ZIM
136
Zacks Investment Management
Illinois
$622K +$622K +72,904 New
MERSOM
137
Municipal Employees' Retirement System of Michigan
Michigan
$614K – – –
LSERS
138
Louisiana State Employees Retirement System
Louisiana
$606K +$2.56K +300 +0.4%
ST
139
Spot Trading
Illinois
$586K -$7.39K -867 -1%
IRF
140
IBM Retirement Fund
New York
$574K -$25.5K -2,965 -4%
CCM
141
Cadence Capital Management
Massachusetts
$555K +$555K +65,118 New
GCP
142
GSA Capital Partners
United Kingdom
$548K -$438K -51,294 -44%
AL
143
Aspiriant LLC
California
$548K +$548K +64,196 New
PGIM
144
Pacific Global Investment Management
California
$543K -$18.9K -2,222 -3%
AL
145
Airain Ltd
Guernsey
$537K -$1.87M -219,728 -78%
Citadel Advisors
146
Citadel Advisors
Florida
$530K +$13.9K +1,626 +3%
American Century Companies
147
American Century Companies
Missouri
$519K – – –
Natixis Advisors
148
Natixis Advisors
Massachusetts
$517K +$177K +20,733 +52%
CLOS
149
Compagnie Lombard Odier SCmA
Switzerland
$515K +$515K +60,368 New
AAM
150
Advisors Asset Management
Colorado
$512K -$12.5K -1,460 -2%
4 5
6
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