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Wendy's
WEN

Overview Fund Activity

281 hedge funds and large institutions have $2.91B invested in Wendy's in 2017 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 96 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+4
Holders Change %
+1.44%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
39
Increased
96
Reduced
99
Closed
33
Calls
$13.2M
Puts
$3.46M
Net Calls
+$9.74M
Net Calls Change
+$10.9M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$189M
2
Invesco
Invesco
Georgia
$86.8M
3
Deutsche Bank
Deutsche Bank
Germany
$27.3M
4
Millennium Management
Millennium Management
New York
$32.4M
5
CM
Castleark Management
Illinois
$14.1M

Top Sellers

1
TFM
Trian Fund Management
New York
$605M
2
EC
Eminence Capital
New York
$118M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$113M
4
Victory Capital Management
Victory Capital Management
Texas
$91.7M
5
Wells Fargo
Wells Fargo
California
$118M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
126
Amtrust Financial Services
New York
$931K – – –
Jacobs Levy Equity Management
127
Jacobs Levy Equity Management
New Jersey
$921K +$724K +46,700 +368%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$906K +$667 +43 +0.1%
LPL Financial
129
LPL Financial
California
$899K -$78 -5 -0%
Commonwealth Equity Services
130
Commonwealth Equity Services
Massachusetts
$882K -$41.9K -2,704 -5%
AIP
131
Ameritas Investment Partners
Nebraska
$881K – – –
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$875K +$666K +42,913 +318%
VKH
133
Virtu KCG Holdings
New York
$851K +$206K +13,311 +32%
Public Employees Retirement Association of Colorado
134
Public Employees Retirement Association of Colorado
Colorado
$846K -$13.1K -847 -2%
HMS
135
Hanseatic Management Services
New Mexico
$842K +$72K +4,645 +9%
GI
136
GAMCO Investors
Connecticut
$822K – – –
SEI Investments
137
SEI Investments
Pennsylvania
$792K +$361K +23,289 +84%
USAA
138
United Services Automobile Association
Texas
$778K – – –
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$774K +$20.2K +1,300 +3%
Nuveen Asset Management
140
Nuveen Asset Management
Illinois
$765K -$1.27M -81,986 -62%
CC
141
Cipher Capital
New York
$751K +$751K +48,414 New
Squarepoint
142
Squarepoint
New York
$749K -$31.1K -2,007 -4%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$729K +$253K +16,322 +53%
US Bancorp
144
US Bancorp
Minnesota
$674K -$1.3K -84 -0.2%
Capstone Investment Advisors
145
Capstone Investment Advisors
New York
$673K +$374K +24,100 +125%
BFM
146
Boothbay Fund Management
New York
$652K -$327K -21,082 -33%
BGIM
147
Brandywine Global Investment Management
Pennsylvania
$639K -$1.23K -79 -0.2%
IA
148
IFP Advisors
Florida
$630K -$14K -905 -2%
AB
149
Amalgamated Bank
New York
$606K +$99.1K +6,391 +20%
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$598K +$37K +2,390 +7%
4 5
6
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