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Wendy's
WEN

Overview Fund Activity

242 hedge funds and large institutions have $2.57B invested in Wendy's in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
49
Increased
83
Reduced
71
Closed
24
Calls
$8.75M
Puts
$20.8M
Net Calls
-$12M
Net Calls Change
-$13.1M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$20.2M
2
DFO
2
Duquesne Family Office
New York
$17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$14.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$160M
2
CI
2
Cambiar Investors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$64.6M
4
HK
4
Horizon Kinetics
New York
$236M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
201
Canada Pension Plan Investment Board
Ontario, Canada
$109K 12,800 +12,800 New
NEPWA
202
New England Private Wealth Advisors
Massachusetts
$106K 12,500 +12,500 New
HVIA
203
Hudson Valley Investment Advisors
New York
$103K 12,200 – –
PNC
204
Park National Corp
Ohio
$102K 12,044 +12,044 New
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$101K 12,003 -51,322 -81%
Nomura Holdings
206
Nomura Holdings
Japan
$101K 11,935 -9,845 -45%
JIC
207
Johnson Investment Counsel
Ohio
$95K 11,295 – –
Citigroup
208
Citigroup
New York
$94K 11,063 -25,249 -70%
RJT
209
Raymond James Trust
Florida
$93K 11,011 – –
RCM
210
Reynolds Capital Management
Nevada
$92K 10,900 +10,900 New
QT
211
Quantbot Technologies
New York
$91K 10,760 -7,040 -40%
PCM
212
Prelude Capital Management
New York
$90K 10,671 +10,671 New
FAM
213
Formidable Asset Management
Ohio
$88K 10,200 +10,200 New
Chevy Chase Trust
214
Chevy Chase Trust
Maryland
$87K 10,210 +10,210 New
Walleye Trading
215
Walleye Trading
New York
$86K 10,098 +10,098 New
AG
216
Aperio Group
California
$86K 10,138 +10,138 New
ST
217
Smithfield Trust
Pennsylvania
$57K 6,700 – –
US Bancorp
218
US Bancorp
Minnesota
$55K 6,475 – –
MAS
219
Madden Advisory Services
Florida
$47K 5,600 +5,600 New
First Manhattan
220
First Manhattan
New York
$42K 5,029 – –
PNC Financial Services Group
221
PNC Financial Services Group
Pennsylvania
$42K 4,898 +1,893 +63%
BBHC
222
Brown Brothers Harriman & Co
New York
$42K 4,969 +4,969 New
FHA
223
First Horizon Advisors
Tennessee
$34K 3,950 +2,700 +216%
HCM
224
Horrell Capital Management
Arkansas
$31K 3,675 – –
DADC
225
D.A. Davidson & Co
Montana
$27K 3,320 – –
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9
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