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Wendy's
WEN

Overview Fund Activity

245 hedge funds and large institutions have $2.33B invested in Wendy's in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
-7
Holders Change %
-2.78%
% of All Funds
6.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
69
Reduced
103
Closed
30
Calls
$6.06M
Puts
$3M
Net Calls
+$3.06M
Net Calls Change
+$1.72M

Top Buyers

1
EC
1
Eminence Capital
New York
$140M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$60.8M
3
Victory Capital Management
3
Victory Capital Management
Texas
$41.5M
4
MCL
4
MIK Capital LLC
New York
$27.8M
5
SCM
5
Suvretta Capital Management
New York
$24.7M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$173M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$41.3M
4
JHIU
4
Janus Henderson Investors US
Colorado
$192M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
201
Ladenburg Thalmann Financial Services
Florida
$98K +$20.4K +1,900 +26%
MFS
202
MSI Financial Services
Massachusetts
$97K +$1.34K +125 +1%
WA
203
WFG Advisors
Texas
$96K – – –
WP
204
WealthPLAN Partners
Nebraska
$82.4K -$3.16K -300 -4%
FPFS
205
First Personal Financial Services
North Carolina
$80K – – –
Zurich Cantonal Bank
206
Zurich Cantonal Bank
Switzerland
$73K +$8.82K +822 +14%
Envestnet Asset Management
207
Envestnet Asset Management
Illinois
$69K -$4.52K -420 -6%
DADC
208
D.A. Davidson & Co
Montana
$66K +$41.2K +3,850 +166%
ST
209
Smithfield Trust
Pennsylvania
$63K – – –
RCM
210
Riverhead Capital Management
Delaware
$56K +$22.9K +2,131 +69%
AAM
211
Advisors Asset Management
Colorado
$55K -$7.55K -700 -12%
SEI Investments
212
SEI Investments
Pennsylvania
$50K +$21K +1,969 +72%
PCM
213
Penserra Capital Management
California
$32K -$31K -2,907 -49%
EWM
214
Evercore Wealth Management
New York
$32K – – –
PMFA
215
Plante Moran Financial Advisors
Michigan
$25K +$14K +1,275 +128%
SFG
216
SevenBridge Financial Group
Pennsylvania
$22K – – –
AssetMark Inc
217
AssetMark Inc
California
$18K – – –
FWM
218
Focused Wealth Management
New York
$18K – – –
FNBSF
219
First National Bank Sioux Falls
South Dakota
$15K – – –
WAM
220
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
HWP
221
Hefty Wealth Partners
Indiana
$9K – – –
WCBA
222
Weaver C. Barksdale & Associates
Tennessee
$8K -$701 -69 -8%
VCM
223
Versant Capital Management
Arizona
$8K -$534 -55 -6%
LWA
224
Lenox Wealth Advisors
New York
$8K – – –
FHA
225
First Horizon Advisors
Tennessee
$8K – – –
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9
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