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Wendy's
WEN

Overview Fund Activity

252 hedge funds and large institutions have $2.05B invested in Wendy's in 2016 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
+5
Holders Change %
+2.02%
% of All Funds
6.73%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
33
Increased
104
Reduced
70
Closed
28
Calls
$4.7M
Puts
$3.37M
Net Calls
+$1.34M
Net Calls Change
-$410K

Top Buyers

1
EC
1
Eminence Capital
New York
$55.9M
2
RIM
2
RS Investment Management
California
$31.5M
3
Deutsche Bank
3
Deutsche Bank
Germany
$17.4M
4
CG
4
Clinton Group
New York
$8.6M
5
Wells Fargo
5
Wells Fargo
California
$89.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$38.7M
2
Millennium Management
2
Millennium Management
New York
$10M
3
EAM
3
EverPoint Asset Management
Connecticut
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$200K
5
UBS AM
5
UBS AM
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
201
ARS Wealth Advisors
Florida
$102K – – –
SEC
202
Seven Eight Capital
New York
$102K +$102K +10,563 New
WAM
203
World Asset Management
Michigan
$101K -$2.16K -225 -2%
CC
204
Cipher Capital
New York
$99K +$99K +10,308 New
GA
205
Geneva Advisors
Illinois
$96K – – –
Canada Pension Plan Investment Board
206
Canada Pension Plan Investment Board
Ontario, Canada
$91K -$137K -14,300 -60%
MFS
207
MSI Financial Services
Massachusetts
$86K +$27.8K +2,877 +48%
WA
208
WFG Advisors
Texas
$85K – – –
WP
209
WealthPLAN Partners
Nebraska
$75.2K +$75.2K +8,120 New
FPFS
210
First Personal Financial Services
North Carolina
$71K +$71K +7,417 New
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$70K -$13.2K -1,354 -16%
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$66K +$13.5K +1,401 +26%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$58K – – –
PCM
214
Penserra Capital Management
California
$57K +$1.28K +133 +2%
AAM
215
Advisors Asset Management
Colorado
$56K – – –
ST
216
Smithfield Trust
Pennsylvania
$56K – – –
Citigroup
217
Citigroup
New York
$53K +$24.2K +2,526 +84%
First Manhattan
218
First Manhattan
New York
$48K – – –
CF
219
CenterStar Fund
Illinois
$42K – – –
CG
220
Cutler Group
California
$39K +$39K +4,131 New
EWM
221
Evercore Wealth Management
New York
$29K – – –
SEI Investments
222
SEI Investments
Pennsylvania
$26K +$10.5K +1,096 +67%
DADC
223
D.A. Davidson & Co
Montana
$22K – – –
SFG
224
SevenBridge Financial Group
Pennsylvania
$19K +$19K +2,000 New
FWM
225
Focused Wealth Management
New York
$16K – – –
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9
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