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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 %
CBU
151
CIBC Bank USA
Illinois
$373K -$13.7K -1,015 -4%
PTC
152
Philadelphia Trust Company
Pennsylvania
$352K – – –
Royal Bank of Canada
153
Royal Bank of Canada
Ontario, Canada
$352K +$134K +9,876 +61%
CMBA
154
C.M. Bidwell & Associates
Hawaii
$350K +$350K +25,865 New
O
155
OppenheimerFunds
New York
$347K -$2.79K -206 -0.8%
FHAM
156
Folger Hill Asset Management
New York
$347K +$347K +25,663 New
SAM
157
Securian Asset Management
Minnesota
$337K +$1.54K +114 +0.5%
SWP
158
Stratos Wealth Partners
Ohio
$335K +$675 +50 +0.2%
HNB
159
Huntington National Bank
Ohio
$331K -$3.09K -228 -0.9%
PM
160
Parametrica Management
Hong Kong
$329K +$329K +24,300 New
Nomura Holdings
161
Nomura Holdings
Japan
$323K +$323K +23,886 New
GCA
162
Gideon Capital Advisors
New York
$319K +$319K +23,585 New
HSBC Holdings
163
HSBC Holdings
United Kingdom
$307K -$164K -12,098 -35%
1SB
164
1ST Source Bank
Indiana
$302K – – –
QT
165
Quantbot Technologies
New York
$297K +$297K +22,011 New
ProShare Advisors
166
ProShare Advisors
Maryland
$281K +$44.3K +3,277 +19%
SI
167
Stephens Inc
Arkansas
$277K -$1.21M -89,550 -81%
AG
168
Aperio Group
California
$277K +$17K +1,254 +7%
RJFSA
169
Raymond James Financial Services Advisors
Florida
$274K +$324 +24 +0.1%
SG Americas Securities
170
SG Americas Securities
New York
$265K +$265K +19,572 New
CGT
171
Capital Guardian Trust
California
$264K – – –
PAM
172
Panagora Asset Management
Massachusetts
$255K – – –
AG
173
Advisor Group
Arizona
$247K -$27.4K -2,029 -10%
M&T Bank
174
M&T Bank
New York
$244K -$717 -53 -0.3%
MCM
175
MAI Capital Management
Ohio
$239K – – –
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7
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