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Wendy's
WEN

353 hedge funds and large institutions have $3.63B invested in Wendy's in 2019 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 103 increasing their positions, 121 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $21.2M | Put options by funds: $8.37M

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 40

8% more capital invested

Capital invested by funds: $3.36B → $3.63B (+$274M)

2% more funds holding

Funds holding: 347 → 353 (+6)

1.79% less ownership

Funds ownership: 72.87% → 71.08% (-1.8%)

15% less repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 121

Holders
353
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
6.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
55
Increased
103
Reduced
121
Closed
40
Calls
$21.2M
Puts
$8.37M
Net Calls
+$12.8M
Net Calls Change
+$661K

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$73.5M
2
Millennium Management
Millennium Management
New York
+$33.4M
3
JP Morgan Chase
JP Morgan Chase
New York
+$31.9M
4
Ameriprise
Ameriprise
Minnesota
+$30M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$28.1M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$68.7M
2
Goldman Sachs
Goldman Sachs
New York
-$58.6M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$36.4M
4
Squarepoint
Squarepoint
New York
-$24.2M
5
AC
Armistice Capital
New York
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
126
Pacer Advisors
Pennsylvania
$1.39M -$101K -4,774 -7%
BCM
127
Bayesian Capital Management
New York
$1.36M +$846K +39,900 +188%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$1.35M -$1.38K -65 -0.1%
State of Tennessee, Department of Treasury
129
State of Tennessee, Department of Treasury
Tennessee
$1.33M -$210K -9,906 -14%
CSS
130
Cubist Systematic Strategies
Connecticut
$1.31M +$898K +42,333 +255%
KLCM
131
KG&L Capital Management
Louisiana
$1.3M -$3.82K -180 -0.3%
RJA
132
Raymond James & Associates
Florida
$1.27M -$156K -7,337 -11%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$1.23M +$160K +7,548 +16%
SOMRS
134
State of Michigan Retirement System
Michigan
$1.2M +$12.7K +600 +1%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$1.2M -$727K -34,273 -39%
NMIMC
136
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M -$785 -37 -0.1%
QSS
137
Quantitative Systematic Strategies
Florida
$1.16M +$1.11M +52,403 New
AG
138
AlphaSimPlex Group
Massachusetts
$1.16M -$350K -16,505 -24%
AIP
139
Ameritas Investment Partners
Nebraska
$1.16M – – –
AB
140
Amalgamated Bank
New York
$1.14M +$71.8K +3,386 +7%
BAM
141
Boyar Asset Management
New York
$1.12M -$43.2K -2,037 -4%
AG
142
Aperio Group
California
$1.11M +$33.2K +1,565 +3%
CIM
143
CenturyLink Investment Management
Colorado
$1.08M -$260K -12,260 -20%
HNB
144
Huntington National Bank
Ohio
$1.07M -$90.7K -4,276 -8%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$1.07M +$127 +6 +0%
Parallax Volatility Advisers
146
Parallax Volatility Advisers
California
$1.03M +$412K +19,408 +72%
Holocene Advisors
147
Holocene Advisors
New York
$1.02M +$513K +24,173 +112%
GI
148
GAMCO Investors
Connecticut
$999K – – –
Treasurer of the State of North Carolina
149
Treasurer of the State of North Carolina
North Carolina
$995K +$8.06K +380 +0.9%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$988K +$2.12K +100 +0.2%
4 5
6
7 8

WEN Hedge Fund Activity: Q4 2019 in Review

353 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2019, worth a combined $3.63B — up 8.2% from $3.36B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WEN positions and 40 closed out — a net gain of 15 holders — while 103 added to existing stakes and 121 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $73.5M. The largest seller was Invesco, cutting an estimated $68.7M.

  • 353 institutional investors held Wendy's (WEN) as of Q4 2019, up from 347 in Q3 2019.
  • Funds reported $3.63B of Wendy's stock for Q4 2019, up 8.2% quarter-over-quarter.
  • 55 funds opened new Wendy's positions in Q4 2019 and 40 closed out, a net change of +15 holders.
  • The largest Wendy's buyer in Q4 2019 was Citadel Advisors, an estimated $73.5M added.
  • The largest Wendy's seller in Q4 2019 was Invesco, an estimated $68.7M sold.

Based on aggregated 13F filings for Q4 2019.