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Wendy's
WEN

Overview Fund Activity

256 hedge funds and large institutions have $1.82B invested in Wendy's in 2015 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 53 increasing their positions, 121 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
-23
Holders Change %
-8.24%
% of All Funds
7.15%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.08%
New
43
Increased
53
Reduced
121
Closed
63
Calls
$6.15M
Puts
$2.11M
Net Calls
+$4.04M
Net Calls Change
+$120M

Top Buyers

1
JG
1
Jefferies Group
New York
$24.2M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$148M
3
EAM
3
EverPoint Asset Management
Connecticut
$14.7M
4
PP
4
PDT Partners
New York
$5.73M
5
Jennison Associates
5
Jennison Associates
New York
$33M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$353M
2
HK
2
Horizon Kinetics
New York
$145M
3
Citigroup
3
Citigroup
New York
$147K
4
ACM
4
Abrams Capital Management
Massachusetts
$0
5
TCP
5
Tourbillon Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
176
Soros Fund Management
New York
$142K +$142K +16,400 New
DCM
177
Dynamic Capital Management
Jersey
$138K +$138K +15,981 New
CIM
178
Calvert Investment Management
Maryland
$135K +$2.15K +248 +2%
SPC
179
Sigma Planning Corp
Michigan
$129K +$33.6K +3,882 +35%
Fidelity Investments
180
Fidelity Investments
Massachusetts
$127K +$127K +14,633 New
CRC
181
Curi RMB Capital
Illinois
$122K -$64.9K -7,464 -35%
BCM
182
Becker Capital Management
Oregon
$121K – – –
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$121K – – –
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$120K +$120K +13,900 New
WA
185
WFG Advisors
Texas
$117K -$80.8K -9,352 -41%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$116K +$20.2K +2,336 +21%
CCMH
187
Cornerstone Capital Management Holdings
New York
$116K +$116K +13,464 New
RCM
188
Riverhead Capital Management
Delaware
$115K +$115K +13,300 New
Point72 Asset Management
189
Point72 Asset Management
Connecticut
$112K -$3.16M -363,700 -97%
PCM
190
Prelude Capital Management
New York
$112K -$126K -14,657 -53%
BCMO
191
Buckingham Capital Management (Ohio)
Ohio
$108K +$108K +12,525 New
TH
192
Timber Hill
Connecticut
$107K +$107K +12,329 New
AG
193
Aperio Group
California
$104K -$24.5K -2,839 -19%
Envestnet Asset Management
194
Envestnet Asset Management
Illinois
$99K -$80.7K -9,357 -45%
PA
195
Pinnacle Associates
New York
$99K – – –
SI
196
Stephens Inc
Arkansas
$99K – – –
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$98K -$11.2M -1,304,303 -99%
YCM
198
Yakira Capital Management
Connecticut
$98K -$1.03M -118,902 -91%
LTFS
199
Ladenburg Thalmann Financial Services
Florida
$97K -$23K -2,697 -19%
JIC
200
Johnson Investment Counsel
Ohio
$97K – – –
6 7
8
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