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Wendy's
WEN

Overview Fund Activity

271 hedge funds and large institutions have $2.45B invested in Wendy's in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
7.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
32
Increased
81
Reduced
102
Closed
35
Calls
$14.8M
Puts
$10.8M
Net Calls
+$4.03M
Net Calls Change
+$5.5M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$126M
2
Norges Bank
Norges Bank
Norway
$53.9M
3
Jennison Associates
Jennison Associates
New York
$89.1M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$60.3M
5
Allianz Asset Management
Allianz Asset Management
Germany
$24.3M

Top Sellers

1
ARC
Absolute Return Capital
Massachusetts
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$342K
3
Principal Financial Group
Principal Financial Group
Iowa
$60.5M
4
Invesco
Invesco
Georgia
$8.11M
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ANBT
201
American National Bank & Trust
Texas
$171K – – –
CS
202
Cannell & Spears
New York
$170K +$170K +19,917 New
PAG
203
Private Advisor Group
New Jersey
$165K -$34K -4,000 -17%
MCM
204
MAI Capital Management
Ohio
$151K – – –
FCBT
205
First Citizens Bank & Trust
North Carolina
$150K +$150K +17,537 New
Creative Planning
206
Creative Planning
Kansas
$149K +$28K +3,279 +23%
FAAS
207
First Allied Advisory Services
California
$146K -$1.11K -129 -0.8%
BOH
208
Bank of Hawaii
Hawaii
$131K -$10.2K -1,200 -7%
Los Angeles Capital Management
209
Los Angeles Capital Management
California
$131K -$9.8K -1,150 -7%
BCM
210
Becker Capital Management
Oregon
$120K – – –
Canada Life
211
Canada Life
Manitoba, Canada
$120K – – –
BlackRock
212
BlackRock
New York
$117K -$65.2K -7,631 -36%
M&T Bank
213
M&T Bank
New York
$116K – – –
CSS
214
Cubist Systematic Strategies
Connecticut
$113K +$113K +13,300 New
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$112K -$58.3K -6,830 -34%
LTFS
216
Ladenburg Thalmann Financial Services
Florida
$111K -$3.14K -370 -3%
CIBC Asset Management
217
CIBC Asset Management
Ontario, Canada
$110K – – –
PCM
218
Prelude Capital Management
New York
$107K -$51.4K -6,000 -32%
NEPWA
219
New England Private Wealth Advisors
Massachusetts
$107K – – –
UR
220
USCA RIA
Texas
$105K – – –
PI
221
Placemark Investments
Illinois
$102K +$102K +11,965 New
IRS
222
Invictus RG (Singapore)
Singapore
$101K -$67.6K -7,905 -40%
SI
223
Stephens Inc
Arkansas
$101K – – –
HIMCH
224
Hartford Investment Management Co (HIMCO)
Connecticut
$101K +$9.26K +1,082 +10%
CC
225
Cipher Capital
New York
$100K +$100K +11,700 New
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9
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