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Wendy's
WEN

Overview Fund Activity

254 hedge funds and large institutions have $3.03B invested in Wendy's in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
254
Holders Change
-8
Holders Change %
-3.05%
% of All Funds
6.78%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
37
Increased
83
Reduced
94
Closed
41
Calls
$13.7M
Puts
$2.72M
Net Calls
+$11M
Net Calls Change
-$15.5M

Top Buyers

1
Westfield Capital Management
1
Westfield Capital Management
Massachusetts
$40.2M
2
Wells Fargo
2
Wells Fargo
California
$76.1M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$30.4M
4
AR
4
Advisory Research
Illinois
$21.3M
5
CM
5
Castleark Management
Illinois
$14.8M

Top Sellers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$10M
2
HK
2
Horizon Kinetics
New York
$312M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$33M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
176
Thrivent Financial for Lutherans
Minnesota
$238K +$5.44K +500 +2%
1SB
177
1ST Source Bank
Indiana
$235K – – –
CRC
178
Curi RMB Capital
Illinois
$234K -$25.4K -2,332 -10%
WB
179
WesBanco Bank
West Virginia
$224K – – –
Franklin Resources
180
Franklin Resources
California
$199K +$199K +18,248 New
MCM
181
MAI Capital Management
Ohio
$193K – – –
BNP Paribas Financial Markets
182
BNP Paribas Financial Markets
France
$187K +$126K +11,520 +203%
FAAS
183
First Allied Advisory Services
California
$162K -$35.2K -3,234 -18%
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$153K -$22.9K -2,100 -13%
BCM
185
Becker Capital Management
Oregon
$153K – – –
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$148K -$41.6K -3,830 -22%
PCM
187
Prelude Capital Management
New York
$147K +$32.7K +3,000 +29%
AG
188
Aperio Group
California
$146K +$481 +44 +0.3%
GA
189
Geneva Advisors
Illinois
$146K +$35.2K +3,228 +32%
Creative Planning
190
Creative Planning
Kansas
$142K +$4.73K +435 +3%
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$140K -$136K -12,472 -49%
FIM
192
Freedom Investment Management
Connecticut
$136K +$14.5K +1,339 +12%
YMRC
193
Yorktown Management & Research Company
Virginia
$131K -$126K -11,500 -49%
DCM
194
Dynamic Capital Management
Jersey
$131K +$131K +12,000 New
AGM
195
Alpine Global Management
New York
$127K +$127K +11,619 New
COI
196
Connable Office Inc
Michigan
$127K +$127K +11,624 New
US Bancorp
197
US Bancorp
Minnesota
$126K -$3.37K -308 -3%
Stifel Financial
198
Stifel Financial
Missouri
$125K -$136K -12,521 -52%
SI
199
Stephens Inc
Arkansas
$125K – – –
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$123K -$577 -53 -0.5%
6 7
8
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