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Wendy's
WEN

Overview Fund Activity

245 hedge funds and large institutions have $2.33B invested in Wendy's in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
69
Reduced
103
Closed
30
Calls
$6.06M
Puts
$3M
Net Calls
+$3.06M
Net Calls Change
+$1.72M

Top Buyers

1
EC
1
Eminence Capital
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$60.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.5M
4
MCL
4
MIK Capital LLC
New York
$27.8M
5
SCM
5
Suvretta Capital Management
New York
$24.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$173M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$41.3M
4
JHIU
4
Janus Henderson Investors US
Colorado
$192M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
176
Calvert Investment Management
Maryland
$179K +$2.5K +231 +1%
Royal Bank of Canada
177
Royal Bank of Canada
Ontario, Canada
$175K -$317K -29,263 -64%
RWA
178
RGT Wealth Advisors
Texas
$174K +$174K +16,173 New
Barclays
179
Barclays
United Kingdom
$168K -$396K -36,232 -70%
TRCT
180
Tower Research Capital (TRC)
New York
$168K +$168K +15,538 New
IR
181
Invictus RG
Bermuda
$161K -$88.2K -8,173 -35%
HF
182
HRT Financial
New York
$161K +$161K +14,968 New
FIM
183
Freedom Investment Management
Connecticut
$158K +$18K +1,665 +13%
CL
184
CSS LLC
Illinois
$152K – – –
Franklin Resources
185
Franklin Resources
California
$152K +$11.2K +1,038 +8%
BCM
186
Becker Capital Management
Oregon
$151K – – –
WAM
187
World Asset Management
Michigan
$146K +$32.2K +2,984 +28%
PTC
188
Petrus Trust Company
Texas
$146K +$146K +13,504 New
LIA
189
LS Investment Advisors
Michigan
$145K +$951 +88 +0.7%
SPC
190
Sigma Planning Corp
Michigan
$143K -$10.8K -998 -7%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$141K – – –
Cambridge Investment Research Advisors
192
Cambridge Investment Research Advisors
Iowa
$129K -$20.3K -1,880 -14%
BCMO
193
Buckingham Capital Management (Ohio)
Ohio
$129K +$11 +1 +0%
IA
194
IFP Advisors
Florida
$128K -$6.9K -641 -5%
PA
195
Pinnacle Associates
New York
$126K – – –
JIC
196
Johnson Investment Counsel
Ohio
$126K – – –
LCM
197
Laurion Capital Management
New York
$122K +$122K +11,300 New
Wolverine Trading
198
Wolverine Trading
Illinois
$120K -$11.3K -1,064 -9%
AWA
199
ARS Wealth Advisors
Florida
$114K – – –
OC
200
Oppenheimer & Co
New York
$110K -$253K -23,500 -70%
6 7
8
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