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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.29B invested in Wendy's in 2015 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 112 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+5
Holders Change %
+1.95%
% of All Funds
6.85%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
46
Increased
60
Reduced
112
Closed
35
Calls
$13M
Puts
$3.2M
Net Calls
+$9.85M
Net Calls Change
+$5.81M

Top Buyers

1
DKCM
1
Davidson Kempner Capital Management
New York
$21.3M
2
EAM
2
EverPoint Asset Management
Connecticut
$36.6M
3
Citadel Advisors
3
Citadel Advisors
Florida
$52.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$199M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$15.3M

Top Sellers

1
JG
1
Jefferies Group
New York
$29K
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.03M
3
JHIU
3
Janus Henderson Investors US
Colorado
$218M
4
HK
4
Horizon Kinetics
New York
$166M
5
Norges Bank
5
Norges Bank
Norway
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMO
201
Buckingham Capital Management (Ohio)
Ohio
$135K +$11 +1 +0%
PA
202
Pinnacle Associates
New York
$125K +$1.86K +173 +2%
SI
203
Stephens Inc
Arkansas
$124K – – –
Envestnet Asset Management
204
Envestnet Asset Management
Illinois
$123K -$701 -65 -0.6%
JIC
205
Johnson Investment Counsel
Ohio
$121K – – –
WA
206
WFG Advisors
Texas
$120K -$25.6K -2,380 -18%
CIBC Asset Management
207
CIBC Asset Management
Ontario, Canada
$119K – – –
Capstone Investment Advisors
208
Capstone Investment Advisors
New York
$118K +$118K +11,000 New
OI
209
Oakbrook Investments
Illinois
$116K +$116K +10,800 New
AWA
210
ARS Wealth Advisors
Florida
$114K – – –
WAM
211
World Asset Management
Michigan
$111K -$389 -36 -0.3%
GA
212
Geneva Advisors
Illinois
$108K – – –
LTFS
213
Ladenburg Thalmann Financial Services
Florida
$90K -$31.9K -2,971 -26%
WP
214
WealthPLAN Partners
Nebraska
$84.2K +$84.2K +8,420 New
LIA
215
LS Investment Advisors
Michigan
$84K -$2.1K -195 -2%
PAM
216
Panagora Asset Management
Massachusetts
$70K – – –
Zurich Cantonal Bank
217
Zurich Cantonal Bank
Switzerland
$64K +$22.3K +2,088 +54%
AAM
218
Advisors Asset Management
Colorado
$62K -$6.41K -600 -9%
ST
219
Smithfield Trust
Pennsylvania
$62K – – –
PCM
220
Penserra Capital Management
California
$62K +$62K +5,736 New
CSS
221
Cubist Systematic Strategies
Connecticut
$59K -$1.05M -98,328 -95%
First Manhattan
222
First Manhattan
New York
$54K – – –
PHK
223
Point72 Hong Kong
Hong Kong
$44K +$44K +4,100 New
MBT
224
Monroe Bank & Trust
Michigan
$38K – – –
EWM
225
Evercore Wealth Management
New York
$32K – – –
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9
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