Wendy's
WEN
261 hedge funds and large institutions have $2.29B invested in Wendy's in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 112 reducing their positions, and 35 closing their positions.
308% more call options, than puts
Call options by funds: $13M | Put options by funds: $3.2M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 35
26% more capital invested
Capital invested by funds: $1.82B → $2.29B (+$468M)
2% more funds holding
Funds holding: 256 → 261 (+5)
0.42% more ownership
Funds ownership: 44.82% → 45.23% (+0.42%)
46% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DKCM
Davidson Kempner Capital Management
New York
|
+$19.5M |
| 2 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$16.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$16.1M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$13.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JG
Jefferies Group
New York
|
-$27.6M |
| 2 |
Renaissance Technologies
New York
|
-$20.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$17.9M |
| 4 |
HK
Horizon Kinetics
New York
|
-$13.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$7.42M |
WEN Hedge Fund Activity: Q4 2015 in Review
261 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2015, worth a combined $2.29B — up 26% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new WEN positions and 35 closed out — a net gain of 11 holders — while 60 added to existing stakes and 112 trimmed.
The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $19.5M. The largest seller was Jefferies Group, cutting an estimated $27.6M.
- 261 institutional investors held Wendy's (WEN) as of Q4 2015, up from 256 in Q3 2015.
- Funds reported $2.29B of Wendy's stock for Q4 2015, up 26% quarter-over-quarter.
- 46 funds opened new Wendy's positions in Q4 2015 and 35 closed out, a net change of +11 holders.
- The largest Wendy's buyer in Q4 2015 was Davidson Kempner Capital Management, an estimated $19.5M added.
- The largest Wendy's seller in Q4 2015 was Jefferies Group, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2015.