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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
Trian Fund Management
New York
$602M
2
Two Sigma Investments
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
Victory Capital Management
Texas
$58.3M
5
NIP
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$898K
2
JHIU
Janus Henderson Investors US
Colorado
$182M
3
EC
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$172M
5
HK
Horizon Kinetics
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIT
176
NumerixS Investment Technologies
British Columbia, Canada
$238K +$1.35K +100 +0.6%
Teacher Retirement System of Texas
177
Teacher Retirement System of Texas
Texas
$228K -$80.8K -5,974 -26%
IRF
178
IBM Retirement Fund
New York
$226K -$45.4K -3,359 -17%
TCT
179
TIAA CREF Trust
Missouri
$222K +$222K +16,393 New
RWA
180
RGT Wealth Advisors
Texas
$219K – – –
GHCM
181
Glen Harbor Capital Management
California
$215K +$215K +15,878 New
SCM
182
Shelton Capital Management
Colorado
$208K -$175K -12,943 -46%
Franklin Resources
183
Franklin Resources
California
$206K +$15.2K +1,121 +8%
CIM
184
Calvert Investment Management
Maryland
$201K -$22.8K -1,686 -10%
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$199K -$30.3K -2,413 -13%
AP
186
AHL Partners
United Kingdom
$196K -$540K -39,918 -73%
LIA
187
LS Investment Advisors
Michigan
$192K +$10.8K +799 +6%
CL
188
CSS LLC
Illinois
$191K – – –
BCM
189
Becker Capital Management
Oregon
$190K – – –
SPC
190
Sigma Planning Corp
Michigan
$179K +$13 +1 +0%
RCAG
191
Rehmann Capital Advisory Group
Michigan
$177K – – –
MCIM
192
Meadow Creek Investment Management
Georgia
$177K +$177K +13,076 New
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$172K +$10.4K +766 +6%
WAM
194
World Asset Management
Michigan
$170K -$13K -960 -7%
JIC
195
Johnson Investment Counsel
Ohio
$170K +$11.9K +883 +8%
BCMO
196
Buckingham Capital Management (Ohio)
Ohio
$162K +$14 +1 +0%
PA
197
Pinnacle Associates
New York
$157K – – –
GS
198
GAM Systematic
United Kingdom
$156K +$156K +11,513 New
AWA
199
ARS Wealth Advisors
Florida
$145K +$1.6K +118 +1%
HF
200
HRT Financial
New York
$143K -$59.3K -4,386 -29%
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