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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
Trian Fund Management
New York
$602M
2
Two Sigma Investments
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
Victory Capital Management
Texas
$58.3M
5
NIP
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$898K
2
JHIU
Janus Henderson Investors US
Colorado
$182M
3
EC
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$172M
5
HK
Horizon Kinetics
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSERS
126
Louisiana State Employees Retirement System
Louisiana
$671K -$41.9K -3,100 -6%
HMS
127
Hanseatic Management Services
New Mexico
$671K +$671K +49,632 New
Creative Planning
128
Creative Planning
Kansas
$649K +$98.8K +7,304 +18%
PG
129
PEAK6 Group
Illinois
$645K +$645K +47,714 New
LPL Financial
130
LPL Financial
California
$620K -$67.6K -5,037 -10%
TC
131
Tyvor Capital
Illinois
$608K +$608K +45,000 New
URS
132
Utah Retirement Systems
Utah
$516K – – –
PRCM
133
Pine River Capital Management
Minnesota
$511K +$511K +37,800 New
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$507K – – –
ANTB
135
AMG National Trust Bank
Colorado
$499K -$6.94K -513 -1%
AB
136
Amalgamated Bank
New York
$497K +$50.8K +3,763 +11%
IA
137
IFP Advisors
Florida
$496K +$335K +24,805 +209%
NMIMC
138
Northwestern Mutual Investment Management Company
Wisconsin
$467K -$7.3K -540 -2%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$463K +$30.1K +2,230 +7%
HighTower Advisors
140
HighTower Advisors
Illinois
$459K +$13.9K +1,025 +3%
FIM
141
Freedom Investment Management
Connecticut
$438K +$240K +17,771 +121%
RFC
142
Regions Financial Corp
Alabama
$436K +$55.1K +4,077 +14%
PIA
143
Piedmont Investment Advisors
North Carolina
$434K – – –
BGIM
144
Brandywine Global Investment Management
Pennsylvania
$432K +$432K +31,894 New
DWA
145
Dorsey Wright & Associates
California
$414K +$414K +30,600 New
CAM
146
Capstone Asset Management
Texas
$403K -$9.48K -700 -2%
COPPSERS
147
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$401K -$6.23K -461 -2%
PA
148
Profund Advisors
Maryland
$395K +$12.2K +900 +3%
OFS
149
Orrstown Financial Services
Pennsylvania
$390K – – –
Tudor Investment Corp
150
Tudor Investment Corp
Connecticut
$377K +$377K +27,919 New
4 5
6
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