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Wendy's
WEN

Overview Fund Activity

251 hedge funds and large institutions have $2.76B invested in Wendy's in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
37
Increased
88
Reduced
79
Closed
26
Calls
$11.3M
Puts
$5.98M
Net Calls
+$5.28M
Net Calls Change
+$17.3M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$68.6M
2
SFM
2
Systematic Financial Management
New Jersey
$65M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.9M
5
GC
5
Guggenheim Capital
Illinois
$19.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$96.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17.6M
3
Jennison Associates
3
Jennison Associates
New York
$63.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$101M
5
RHJA
5
Rice Hall James & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
176
Shelton Capital Management
Colorado
$276K 31,636 – –
OFS
177
Orrstown Financial Services
Pennsylvania
$270K 31,000 – –
WAM
178
World Asset Management
Michigan
$244K 27,961 -4,697 -14%
HighTower Advisors
179
HighTower Advisors
Illinois
$233K 26,737 +2,019 +8%
CCM
180
Compton Capital Management
Rhode Island
$227K 26,000 – –
CRC
181
Curi RMB Capital
Illinois
$219K 25,169 +406 +2%
Canada Pension Plan Investment Board
182
Canada Pension Plan Investment Board
Ontario, Canada
$215K 24,700 +11,900 +93%
HT
183
HAP Trading
New York
$207K 23,691 +23,691 New
YMRC
184
Yorktown Management & Research Company
Virginia
$205K 23,500 – –
DFIM
185
Detwiler Fenton Investment Management
Massachusetts
$199K 22,868 +22,868 New
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$193K 22,138 +3,015 +16%
SCM
187
Stonebridge Capital Management
California
$191K 21,930 – –
Thrivent Financial for Lutherans
188
Thrivent Financial for Lutherans
Minnesota
$190K 21,814 -100 -0.5%
ANBT
189
American National Bank & Trust
Texas
$174K 20,000 – –
Creative Planning
190
Creative Planning
Kansas
$172K 19,673 -387 -2%
PAG
191
Private Advisor Group
New Jersey
$170K 19,531 +19,531 New
WC
192
Wexford Capital
Florida
$156K 17,833 – –
MCM
193
MAI Capital Management
Ohio
$154K 17,700 – –
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$151K 17,305 – –
OI
195
Oakbrook Investments
Illinois
$151K 17,271 +17,271 New
1SB
196
1ST Source Bank
Indiana
$149K 17,100 – –
WA
197
WFG Advisors
Texas
$145K 16,660 – –
VAM
198
Visium Asset Management
New York
$144K 16,528 -13,237 -44%
Bank of Montreal
199
Bank of Montreal
Ontario, Canada
$133K 15,257 +3,254 +27%
Walleye Trading
200
Walleye Trading
New York
$133K 15,302 +5,204 +52%
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