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Wendy's
WEN

Overview Fund Activity

290 hedge funds and large institutions have $3.15B invested in Wendy's in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 86 increasing their positions, 104 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
290
Holders Change
+16
Holders Change %
+5.84%
% of All Funds
6.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
86
Reduced
104
Closed
28
Calls
$58.1M
Puts
$10.8M
Net Calls
+$47.3M
Net Calls Change
+$30.7M

Top Buyers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$47.3M
2
EC
Eminence Capital
New York
$192M
3
SCM
Suvretta Capital Management
New York
$29.3M
4
Victory Capital Management
Victory Capital Management
Texas
$117M
5
MCM
Melvin Capital Management
New York
$57.5M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
$0
2
Two Sigma Investments
Two Sigma Investments
New York
$10.4M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$21.7M
4
Invesco
Invesco
Georgia
$77.9M
5
IP
Interval Partners
New York
$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
176
Xact Kapitalforvaltning
Sweden
$323K +$323K +19,657 New
CBT
177
Capital Bank & Trust
California
$320K – – –
PAM
178
Panagora Asset Management
Massachusetts
$305K -$4.66K -284 -2%
FIM
179
Freedom Investment Management
Connecticut
$305K +$16.7K +1,017 +6%
MCM
180
MAI Capital Management
Ohio
$291K – – –
TAM
181
Tyers Asset Management
Texas
$282K +$37.1K +2,256 +15%
1SB
182
1ST Source Bank
Indiana
$281K – – –
ProShare Advisors
183
ProShare Advisors
Maryland
$271K +$66.7K +4,067 +33%
AG
184
Advisor Group
Arizona
$253K -$71.1K -4,316 -22%
SCM
185
Shelton Capital Management
Colorado
$253K – – –
LTFS
186
Ladenburg Thalmann Financial Services
Florida
$247K +$39.1K +2,369 +19%
VF
187
Virtu Financial
New York
$247K +$247K +15,051 New
M&T Bank
188
M&T Bank
New York
$243K -$1.44K -88 -0.6%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$240K +$37.4K +2,281 +18%
TF
190
TIAA FSB
Florida
$236K -$16.6K -1,014 -7%
OC
191
Oppenheimer & Co
New York
$234K +$234K +14,308 New
CL
192
CSS LLC
Illinois
$232K -$132K -8,000 -36%
WAM
193
World Asset Management
Michigan
$232K -$12.3K -752 -5%
BCM
194
Becker Capital Management
Oregon
$226K – – –
Franklin Resources
195
Franklin Resources
California
$220K -$28.5K -1,736 -11%
SOADOR
196
State of Alaska Department of Revenue
Alaska
$220K +$220K +13,400 New
JIC
197
Johnson Investment Counsel
Ohio
$214K – – –
SPC
198
Sigma Planning Corp
Michigan
$210K -$311 -19 -0.1%
SSA
199
Schonfeld Strategic Advisors
New York
$208K -$92.8K -5,644 -31%
FCFC
200
First Commonwealth Financial Corp
Pennsylvania
$205K +$205K +12,500 New
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8
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