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Wendy's
WEN

Overview Fund Activity

262 hedge funds and large institutions have $2.46B invested in Wendy's in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
6.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
48
Increased
86
Reduced
72
Closed
33
Calls
$32.8M
Puts
$6.22M
Net Calls
+$26.6M
Net Calls Change
+$22.7M

Top Buyers

1
EAM
1
EverPoint Asset Management
Connecticut
$41.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$27.1M
3
PCM
3
Penn Capital Management
Pennsylvania
$24.5M
4
JHIU
4
Janus Henderson Investors US
Colorado
$175M
5
Jennison Associates
5
Jennison Associates
New York
$115M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$2K
2
ARC
2
Absolute Return Capital
Massachusetts
$0
3
GC
3
Guggenheim Capital
Illinois
$17.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54.2M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAM
126
Princeton Alpha Management
New Jersey
$587K 65,031 +34,049 +110%
Natixis Advisors
127
Natixis Advisors
Massachusetts
$576K 63,752 -3,693 -5%
CLOS
128
Compagnie Lombard Odier SCmA
Switzerland
$575K 63,609 -30,052 -32%
LOAME
129
Lombard Odier Asset Management (Europe)
United Kingdom
$575K 63,609 +63,609 New
PGIM
130
Pacific Global Investment Management
California
$574K 63,538 +1,519 +2%
RJFSA
131
Raymond James Financial Services Advisors
Florida
$569K 62,966 -252,000 -80%
TH
132
Timber Hill
Connecticut
$547K 60,620 +60,620 New
CCM
133
Coe Capital Management
Illinois
$534K 59,120 +2,345 +4%
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$531K 58,767 +20,587 +54%
DTL
135
Dynamic Technology Lab
Singapore
$530K 58,700 +39,977 +214%
ACI
136
AMP Capital Investors
Australia
$517K 56,459 +56,459 New
AW
137
Alpha Windward
Massachusetts
$516K 57,099 -1,661 -3%
JPMPWA
138
J.P. Morgan Private Wealth Advisors
California
$477K 52,875 – –
CCM
139
Cadence Capital Management
Massachusetts
$475K 52,582 -24,678 -32%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$471K 52,142 +9,176 +21%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$463K 51,239 -40,226 -44%
LPL Financial
142
LPL Financial
California
$439K 48,581 +3,675 +8%
URS
143
Utah Retirement Systems
Utah
$429K 47,482 – –
TI
144
Trexquant Investment
Connecticut
$414K 45,863 +45,863 New
ProShare Advisors
145
ProShare Advisors
Maryland
$410K 45,377 -96,146 -68%
SCP
146
Scoria Capital Partners
Connecticut
$406K 45,000 +45,000 New
SC
147
Scotia Capital
Ontario, Canada
$366K 40,620 +5,029 +14%
AIP
148
Ameritas Investment Partners
Nebraska
$363K 40,231 – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$362K 40,095 – –
BA
150
BlackRock Advisors
Delaware
$358K 39,687 -886 -2%
4 5
6
7 8