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Wendy's
WEN

Overview Fund Activity

262 hedge funds and large institutions have $2.46B invested in Wendy's in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
6.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
48
Increased
86
Reduced
72
Closed
33
Calls
$32.8M
Puts
$6.22M
Net Calls
+$26.6M
Net Calls Change
+$22.7M

Top Buyers

1
EAM
1
EverPoint Asset Management
Connecticut
$41.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$27.1M
3
PCM
3
Penn Capital Management
Pennsylvania
$24.5M
4
JHIU
4
Janus Henderson Investors US
Colorado
$175M
5
Jennison Associates
5
Jennison Associates
New York
$115M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$2K
2
ARC
2
Absolute Return Capital
Massachusetts
$0
3
GC
3
Guggenheim Capital
Illinois
$17.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54.2M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$130K 14,420 +1,306 +10%
STMM
202
South Texas Money Management
Texas
$128K 14,193 +14,193 New
BCM
203
Becker Capital Management
Oregon
$127K 14,025 – –
BlackRock
204
BlackRock
New York
$124K 13,691 -17 -0.1%
AG
205
Aperio Group
California
$120K 13,310 -1,816 -12%
Creative Planning
206
Creative Planning
Kansas
$114K 12,624 -2,545 -17%
US Bancorp
207
US Bancorp
Minnesota
$107K 11,839 +2,299 +24%
SPC
208
Sigma Planning Corp
Michigan
$107K 11,858 +11,858 New
CCMH
209
Cornerstone Capital Management Holdings
New York
$106K 11,755 +11,755 New
NPC
210
National Planning Corporation
California
$105K 11,050 +11,050 New
SI
211
Stephens Inc
Arkansas
$104K 11,500 – –
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$102K 11,345 -1,527 -12%
UR
213
USCA RIA
Texas
$102K 11,300 – –
JIC
214
Johnson Investment Counsel
Ohio
$101K 11,295 – –
FIM
215
Freedom Investment Management
Connecticut
$101K 11,182 +623 +6%
PAG
216
Private Advisor Group
New Jersey
$98K 10,803 -5,538 -34%
RJT
217
Raymond James Trust
Florida
$96K 10,614 – –
Northwestern Mutual Wealth Management
218
Northwestern Mutual Wealth Management
Wisconsin
$96K 10,584 +10,084 +2,017%
PCM
219
Prelude Capital Management
New York
$95K 10,500 -3,000 -22%
GA
220
Geneva Advisors
Illinois
$92K 10,165 – –
CIM
221
Calvert Investment Management
Maryland
$92K 10,226 +117 +1%
JPTCCM
222
J.P. Turner & Co Capital Management
Georgia
$91K 10,120 +10,120 New
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$75K 8,337 -1,463 -15%
AAM
224
Advisors Asset Management
Colorado
$70K 7,800 -48,605 -86%
EWM
225
Evercore Wealth Management
New York
$54K 6,000 – –
7 8
9
10 11