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Wendy's
WEN

Overview Fund Activity

242 hedge funds and large institutions have $2.57B invested in Wendy's in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
49
Increased
83
Reduced
71
Closed
24
Calls
$8.75M
Puts
$20.8M
Net Calls
-$12M
Net Calls Change
-$13.1M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$20.2M
2
DFO
2
Duquesne Family Office
New York
$17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$14.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$160M
2
CI
2
Cambiar Investors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$64.6M
4
HK
4
Horizon Kinetics
New York
$236M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ZCM
176
Ziegler Capital Management
Illinois
$194K 22,911 -5,351 -19%
MWNA
177
Marshall Wace North America
New York
$190K 22,379 +22,379 New
SCM
178
Stonebridge Capital Management
California
$186K 21,930 – –
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$186K 21,914 +1,400 +7%
Natixis Advisors
180
Natixis Advisors
Massachusetts
$171K 20,199 +966 +5%
ANBT
181
American National Bank & Trust
Texas
$170K 20,000 – –
Creative Planning
182
Creative Planning
Kansas
$170K 20,060 +8,854 +79%
LTFS
183
Ladenburg Thalmann Financial Services
Florida
$165K 19,501 +11,163 +134%
Cambridge Investment Research Advisors
184
Cambridge Investment Research Advisors
Iowa
$162K 19,123 +1,506 +9%
Verition Fund Management
185
Verition Fund Management
Connecticut
$157K 18,527 +18,527 New
SI
186
Stephens Inc
Arkansas
$152K 17,885 -425 -2%
ECM
187
ETrade Capital Management
Virginia
$151K 17,834 -10,878 -38%
WC
188
Wexford Capital
Florida
$151K 17,833 – –
MCM
189
MAI Capital Management
Ohio
$150K 17,700 – –
CIBC Asset Management
190
CIBC Asset Management
Ontario, Canada
$147K 17,305 +560 +3%
1SB
191
1ST Source Bank
Indiana
$145K 17,100 -2,500 -13%
WA
192
WFG Advisors
Texas
$141K 16,660 -597 -3%
PAM
193
Panagora Asset Management
Massachusetts
$138K 16,282 – –
TRCT
194
Tower Research Capital (TRC)
New York
$120K 14,183 +14,183 New
BCM
195
Becker Capital Management
Oregon
$119K 14,025 – –
Canada Life
196
Canada Life
Manitoba, Canada
$119K 14,117 +14,117 New
UR
197
USCA RIA
Texas
$117K 13,800 -1,500 -10%
HIMCH
198
Hartford Investment Management Co (HIMCO)
Connecticut
$116K 13,668 +48 +0.4%
M&T Bank
199
M&T Bank
New York
$115K 13,600 – –
SNC
200
Stifel Nicolaus & Co
Missouri
$109K 12,900 -3,248 -20%
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