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Wendy's
WEN

Overview Fund Activity

251 hedge funds and large institutions have $2.76B invested in Wendy's in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
37
Increased
88
Reduced
79
Closed
26
Calls
$11.3M
Puts
$5.98M
Net Calls
+$5.28M
Net Calls Change
+$17.3M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$68.6M
2
SFM
2
Systematic Financial Management
New Jersey
$65M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.9M
5
GC
5
Guggenheim Capital
Illinois
$19.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$96.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17.6M
3
Jennison Associates
3
Jennison Associates
New York
$63.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$101M
5
RHJA
5
Rice Hall James & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Life
201
Canada Life
Manitoba, Canada
$124K 14,117 – –
BCM
202
Becker Capital Management
Oregon
$122K 14,025 – –
M&T Bank
203
M&T Bank
New York
$119K 13,600 – –
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$113K 12,990 -678 -5%
LPC
205
Loeb Partners Corp
New York
$112K 12,900 +12,900 New
RCM
206
Reynolds Capital Management
Nevada
$111K 12,700 +1,800 +17%
NEPWA
207
New England Private Wealth Advisors
Massachusetts
$109K 12,500 – –
UR
208
USCA RIA
Texas
$107K 12,300 -1,500 -11%
LTFS
209
Ladenburg Thalmann Financial Services
Florida
$106K 12,197 -7,304 -37%
SI
210
Stephens Inc
Arkansas
$104K 11,885 -6,000 -34%
JIC
211
Johnson Investment Counsel
Ohio
$98K 11,295 – –
GVT
212
Genesee Valley Trust
New York
$97K 11,135 +11,135 New
Teacher Retirement System of Texas
213
Teacher Retirement System of Texas
Texas
$96K 11,010 -26,734 -71%
RJT
214
Raymond James Trust
Florida
$94K 10,772 -239 -2%
SC
215
Sumit Capital
New York
$94K 10,743 +10,743 New
PNC
216
Park National Corp
Ohio
$89.4K 10,252 -1,792 -15%
AG
217
Aperio Group
California
– – -10,138 Closed
HVIA
218
Hudson Valley Investment Advisors
New York
$88K 10,100 -2,100 -17%
PCM
219
Prelude Capital Management
New York
$85K 9,724 -947 -9%
IRS
220
Invictus RG (Singapore)
Singapore
$84K 9,600 +9,600 New
First Manhattan
221
First Manhattan
New York
$78K 9,029 +4,000 +80%
PAM
222
Panagora Asset Management
Massachusetts
$65K 7,507 -8,775 -54%
ST
223
Smithfield Trust
Pennsylvania
$58K 6,700 – –
US Bancorp
224
US Bancorp
Minnesota
$57K 6,475 – –
BBHC
225
Brown Brothers Harriman & Co
New York
$43K 4,969 – –
7 8
9
10 11