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Wendy's
WEN

Overview Fund Activity

249 hedge funds and large institutions have $2.23B invested in Wendy's in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 87 increasing their positions, 83 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
-22
Holders Change %
-8.12%
% of All Funds
7.23%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
22
Increased
87
Reduced
83
Closed
44
Calls
$14.4M
Puts
$10.6M
Net Calls
+$3.85M
Net Calls Change
-$176K

Top Buyers

1
ARC
Absolute Return Capital
Massachusetts
$22.8M
2
JHIU
Janus Henderson Investors US
Colorado
$140M
3
GC
Guggenheim Capital
Illinois
$33.7M
4
Allianz Asset Management
Allianz Asset Management
Germany
$32.8M
5
SRC
Shufro Rose & Co
New York
$8.18M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$23.4M
2
HCM
Highfields Capital Management
Massachusetts
$0
3
Morgan Stanley
Morgan Stanley
New York
$9.66M
4
Norges Bank
Norges Bank
Norway
$26.1M
5
Two Sigma Investments
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
126
AMG National Trust Bank
Colorado
$583K -$114K -13,841 -16%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$557K +$56.4K +6,832 +11%
AL
128
Aspiriant LLC
California
$530K – – –
NI
129
Numeric Investors
Massachusetts
$529K +$529K +64,100 New
PGIM
130
Pacific Global Investment Management
California
$512K -$13.8K -1,675 -3%
IRF
131
IBM Retirement Fund
New York
$488K -$64.4K -7,788 -12%
AW
132
Alpha Windward
Massachusetts
$485K -$3.47K -420 -0.7%
CCM
133
Coe Capital Management
Illinois
$469K – – –
AAM
134
Advisors Asset Management
Colorado
$466K -$29.9K -3,621 -6%
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$437K -$9.84K -1,191 -2%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$425K +$8.28K +1,003 +2%
PP
137
Paloma Partners
Connecticut
$413K +$43.8K +5,300 +12%
OA
138
OFI Advisors
Pennsylvania
$393K +$10.8K +1,310 +3%
URS
139
Utah Retirement Systems
Utah
$392K -$826 -100 -0.2%
Group One Trading
140
Group One Trading
Illinois
$375K -$77.7K -9,417 -17%
LPL Financial
141
LPL Financial
California
$364K -$2.86K -353 -0.8%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$354K +$303K +36,790 +596%
CAM
143
Capstone Asset Management
Texas
$336K +$51.9K +6,280 +18%
BA
144
BlackRock Advisors
Delaware
$335K -$12.5K -1,514 -4%
AIP
145
Ameritas Investment Partners
Nebraska
$332K – – –
Fidelity Investments
146
Fidelity Investments
Massachusetts
$331K – – –
SAM
147
Securian Asset Management
Minnesota
$321K +$15.3K +1,848 +5%
COPPSERS
148
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$315K +$12K +1,459 +4%
MAA
149
Managed Account Advisors
New Jersey
$304K +$304K +36,760 New
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$295K -$60.1K -7,283 -17%
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