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Wendy's
WEN

Overview Fund Activity

300 hedge funds and large institutions have $3.18B invested in Wendy's in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 122 increasing their positions, 70 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
-11
Holders Change %
-3.54%
% of All Funds
6.87%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
32
Increased
122
Reduced
70
Closed
40
Calls
$22.8M
Puts
$9.19M
Net Calls
+$13.6M
Net Calls Change
-$18.7M

Top Buyers

1
EC
Eminence Capital
New York
+$87.9M
2
Millennium Management
Millennium Management
New York
+$51.5M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$13.3M
4
BlackRock
BlackRock
New York
+$11.2M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$10.7M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$54.1M
2
Two Sigma Investments
Two Sigma Investments
New York
-$30M
3
Marshall Wace
Marshall Wace
United Kingdom
-$24.7M
4
MCM
Melvin Capital Management
New York
-$24M
5
HK
Horizon Kinetics
New York
-$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
201
M&T Bank
New York
$226K -$15K -873 -6%
AFP
202
Ausdal Financial Partners
Iowa
$226K +$226K +13,183 New
OI
203
Oakbrook Investments
Illinois
$222K +$222K +12,950 New
SCM
204
Shelton Capital Management
Colorado
$220K – – –
WAM
205
World Asset Management
Michigan
$219K +$4.91K +286 +2%
BS
206
Boenning & Scattergood
Pennsylvania
$218K +$218K +12,710 New
JIC
207
Johnson Investment Counsel
Ohio
$216K – – –
Cambridge Investment Research Advisors
208
Cambridge Investment Research Advisors
Iowa
$216K +$18.1K +1,057 +9%
PA
209
Pinnacle Associates
New York
$215K – – –
Nomura Holdings
210
Nomura Holdings
Japan
$210K +$210K +12,299 New
LTFS
211
Ladenburg Thalmann Financial Services
Florida
$208K -$53.3K -3,090 -20%
FRM
212
Fox Run Management
Connecticut
$202K +$202K +11,774 New
AIM
213
Alambic Investment Management
California
$199K +$199K +11,600 New
AAMU
214
Amundi Asset Management US
Massachusetts
$197K – – –
Zurich Cantonal Bank
215
Zurich Cantonal Bank
Switzerland
$193K – – –
PAG
216
Private Advisor Group
New Jersey
$191K -$20.7K -1,207 -10%
BUB
217
BBVA USA Bancshares
Texas
$190K – – –
AG
218
Advisor Group
Arizona
$185K -$34.4K -2,019 -16%
PP
219
PDS Planning
Ohio
$183K +$24.2K +1,417 +15%
LIA
220
LS Investment Advisors
Michigan
$182K +$1.61K +94 +0.9%
AWA
221
ARS Wealth Advisors
Florida
$181K – – –
UCFA
222
United Capital Financial Advisors
Texas
$181K +$1.37K +80 +0.8%
HNB
223
Huntington National Bank
Ohio
$155K +$34 +2 +0%
VFA
224
Valeo Financial Advisors
Indiana
$118K +$113K +6,600 +2,200%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$113K +$67K +3,906 +146%
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