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Wendy's
WEN

Overview Fund Activity

252 hedge funds and large institutions have $2.05B invested in Wendy's in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
6.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
104
Reduced
70
Closed
28
Calls
$4.7M
Puts
$3.37M
Net Calls
+$1.34M
Net Calls Change
-$410K

Top Buyers

1
EC
1
Eminence Capital
New York
$55.9M
2
RIM
2
RS Investment Management
California
$31.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$17.4M
4
CG
4
Clinton Group
New York
$8.6M
5
Wells Fargo
5
Wells Fargo
California
$89.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$38.7M
2
Millennium Management
2
Millennium Management
New York
$10M
3
EAM
3
EverPoint Asset Management
Connecticut
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$200K
5
UBS AM
5
UBS AM
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
176
Panagora Asset Management
Massachusetts
$182K +$68.4K +7,100 +60%
M&T Bank
177
M&T Bank
New York
$174K – – –
MCM
178
MAI Capital Management
Ohio
$170K – – –
AG
179
Aperio Group
California
$169K +$2.26K +234 +1%
CIM
180
Calvert Investment Management
Maryland
$157K +$12K +1,251 +8%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$147K -$287 -30 -0.2%
SPC
182
Sigma Planning Corp
Michigan
$137K -$16.3K -1,701 -11%
DTL
183
Dynamic Technology Lab
Singapore
$137K +$137K +14,255 New
CL
184
CSS LLC
Illinois
$135K -$52.7K -5,500 -28%
BCM
185
Becker Capital Management
Oregon
$135K – – –
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$133K +$32K +3,321 +32%
LIA
187
LS Investment Advisors
Michigan
$128K +$51.4K +5,350 +67%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$126K – – –
Franklin Resources
189
Franklin Resources
California
$125K -$6.38K -666 -5%
FIM
190
Freedom Investment Management
Connecticut
$125K -$366 -38 -0.3%
IA
191
IFP Advisors
Florida
$121K +$121K +12,516 +73,624%
SI
192
Stephens Inc
Arkansas
$120K +$9.82K +1,025 +9%
PG
193
PEAK6 Group
Illinois
$118K +$118K +12,250 New
Wolverine Trading
194
Wolverine Trading
Illinois
$118K +$118K +12,409 New
BCMO
195
Buckingham Capital Management (Ohio)
Ohio
$115K -$5.59K -581 -5%
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$115K – – –
PA
197
Pinnacle Associates
New York
$112K – – –
JIC
198
Johnson Investment Counsel
Ohio
$112K – – –
EMG
199
Ellington Management Group
Connecticut
$104K -$123K -12,800 -54%
CRC
200
Curi RMB Capital
Illinois
$104K -$26.5K -2,745 -20%
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