WEN icon

Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
Trian Fund Management
New York
$602M
2
Two Sigma Investments
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
Victory Capital Management
Texas
$58.3M
5
NIP
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$898K
2
JHIU
Janus Henderson Investors US
Colorado
$182M
3
EC
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$172M
5
HK
Horizon Kinetics
New York
$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
201
Atria Investments
North Carolina
$142K +$142K +10,470 New
CS
202
Cannell & Spears
New York
$139K +$139K +10,267 New
EP
203
Elkfork Partners
Oregon
$139K +$139K +10,274 New
SAM
204
Symphony Asset Management
California
$135K -$164K -12,138 -55%
MFS
205
MSI Financial Services
Massachusetts
$122K +$54 +4 +0%
LTFS
206
Ladenburg Thalmann Financial Services
Florida
$111K -$5.45K -426 -5%
WA
207
WFG Advisors
Texas
$103K -$17.3K -1,272 -14%
TAM
208
Tyers Asset Management
Texas
$101K +$101K +7,472 New
EAM
209
EverPoint Asset Management
Connecticut
$101K +$101K +7,500 New
FPFS
210
First Personal Financial Services
North Carolina
$100K – – –
TRCT
211
Tower Research Capital (TRC)
New York
$94K -$115K -8,553 -55%
Zurich Cantonal Bank
212
Zurich Cantonal Bank
Switzerland
$92K – – –
ST
213
Smithfield Trust
Pennsylvania
$89K +$11.4K +850 +15%
DADC
214
D.A. Davidson & Co
Montana
$83K +$188 +14 +0.2%
Envestnet Asset Management
215
Envestnet Asset Management
Illinois
$76K -$11.3K -832 -13%
SEI Investments
216
SEI Investments
Pennsylvania
$75K +$11.5K +849 +18%
Citigroup
217
Citigroup
New York
$74K -$915K -67,905 -93%
RCM
218
Riverhead Capital Management
Delaware
$70K – – –
CSS
219
Cubist Systematic Strategies
Connecticut
$66K +$66K +4,872 New
AAM
220
Advisors Asset Management
Colorado
$65K -$4.06K -300 -6%
IDBONY
221
Israel Discount Bank of New York
New York
$42K +$42K +3,100 New
EWM
222
Evercore Wealth Management
New York
$41K – – –
MBT
223
Monroe Bank & Trust
Michigan
$37K +$37K +2,736 New
IR
224
Invictus RG
Bermuda
$36K -$167K -12,278 -82%
PCM
225
Prelude Capital Management
New York
$35K +$35K +2,606 New
7 8
9
10 11