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

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$23.4M
2
HCM
2
Highfields Capital Management
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$9.66M
4
Norges Bank
4
Norges Bank
Norway
$26.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Scotia Capital
Ontario, Canada
$294K +$93.5K +11,319 +47%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$286K -$17.5K -2,114 -6%
SCM
153
Shelton Capital Management
Colorado
$261K – – –
SWP
154
Stratos Wealth Partners
Ohio
$261K +$3.99K +483 +2%
PA
155
Profund Advisors
Maryland
$256K -$64.4K -7,788 -20%
OFS
156
Orrstown Financial Services
Pennsylvania
$256K – – –
PAM
157
Princeton Alpha Management
New Jersey
$256K +$256K +30,982 New
HNB
158
Huntington National Bank
Ohio
$231K – – –
M&T Bank
159
M&T Bank
New York
$229K +$117K +14,200 +104%
RFC
160
Regions Financial Corp
Alabama
$226K – – –
CCM
161
Compton Capital Management
Rhode Island
$215K – – –
WAM
162
World Asset Management
Michigan
$204K -$2.1K -254 -1%
FCBT
163
First Citizens Bank & Trust
North Carolina
$204K +$59.4K +7,209 +41%
OI
164
Oakbrook Investments
Illinois
$203K +$1.28K +155 +0.6%
CRC
165
Curi RMB Capital
Illinois
$200K -$17.4K -2,113 -8%
WC
166
Wexford Capital
Florida
$198K – – –
B
167
Baird
Wisconsin
$198K +$198K +23,916 New
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$196K +$4.44K +538 +2%
YMRC
169
Yorktown Management & Research Company
Virginia
$194K – – –
AC
170
Andromeda Capital
New York
$190K +$190K +23,000 New
WA
171
WFG Advisors
Texas
$186K +$13.2K +1,600 +8%
OC
172
Oppenheimer & Co
New York
$180K -$925K -112,017 -84%
1SB
173
1ST Source Bank
Indiana
$178K -$2.48K -300 -1%
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$176K +$7.83K +950 +5%
CS
175
Cannell & Spears
New York
$174K +$9.45K +1,144 +6%
5 6
7
8 9