Wendy's
262 hedge funds and large institutions have $2.46B invested in Wendy's in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.
427% more call options, than puts
Call options by funds: $32.8M | Put options by funds: $6.22M
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
19% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 72
10% more capital invested
Capital invested by funds: $2.23B → $2.46B (+$233M)
5% more funds holding
Funds holding: 249 → 262 (+13)
0.6% more ownership
Funds ownership: 57.48% → 58.08% (+0.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
+$38.8M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$25.3M |
| 3 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$22.9M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$21.1M |
| 5 |
Jennison Associates
New York
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$73.4M |
| 2 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$22.8M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$18.1M |
| 4 |
D.E. Shaw & Co
New York
|
-$10.9M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$10M |
WEN Hedge Fund Activity: Q4 2014 in Review
262 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2014, worth a combined $2.46B — up 10% from $2.23B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new WEN positions and 33 closed out — a net gain of 15 holders — while 86 added to existing stakes and 72 trimmed.
The largest buyer was EverPoint Asset Management, opening a new position worth an estimated $38.8M. The largest seller was Systematic Financial Management, cutting an estimated $73.4M.
- 262 institutional investors held Wendy's (WEN) as of Q4 2014, up from 249 in Q3 2014.
- Funds reported $2.46B of Wendy's stock for Q4 2014, up 10% quarter-over-quarter.
- 48 funds opened new Wendy's positions in Q4 2014 and 33 closed out, a net change of +15 holders.
- The largest Wendy's buyer in Q4 2014 was EverPoint Asset Management, an estimated $38.8M added.
- The largest Wendy's seller in Q4 2014 was Systematic Financial Management, an estimated $73.4M sold.
Based on aggregated 13F filings for Q4 2014.