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Wendy's
WEN

220 hedge funds and large institutions have $1.85B invested in Wendy's in 2013 Q2 according to their latest regulatory filings, with 220 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $2.46M | Put options by funds: $1.38M

67.48% more ownership

Funds ownership: 0% → 67.48% (+67%)

Holders
220
Holders Change
+220
Holders Change %
–
% of All Funds
7.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.07%
New
220
Increased
–
Reduced
–
Closed
–
Calls
$2.46M
Puts
$1.38M
Net Calls
+$1.08M
Net Calls Change
+$1.08M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1
Trian Fund Management
New York
$484M +$481M +83,000,245 New
SAM
2
Southeastern Asset Management
Tennessee
$204M +$203M +35,015,000 New
HK
3
Horizon Kinetics
New York
$170M +$169M +29,136,922 New
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$97M +$96.4M +16,639,759 New
Vanguard Group
5
Vanguard Group
Pennsylvania
$85.7M +$85.1M +14,696,545 New
Capital Research Global Investors
6
Capital Research Global Investors
California
$77.1M +$76.6M +13,218,000 New
Wells Fargo
7
Wells Fargo
California
$59.7M +$59.4M +10,248,670 New
Jennison Associates
8
Jennison Associates
New York
$55.4M +$55M +9,496,417 New
State Street
9
State Street
Massachusetts
$48.8M +$48.5M +8,377,739 New
BIT
10
BlackRock Institutional Trust
California
$44.7M +$44.4M +7,659,158 New
BFA
11
BlackRock Fund Advisors
California
$39.3M +$39.1M +6,742,575 New
CI
12
Cambiar Investors
Colorado
$38.7M +$38.4M +6,636,183 New
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$34.3M +$34.1M +5,879,676 New
ARC
14
Absolute Return Capital
Massachusetts
$25.1M +$25M +4,313,088 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$23.8M +$23.7M +4,085,730 New
HCM
16
Highfields Capital Management
Massachusetts
$20.7M +$20.5M +3,542,547 New
NRECA
17
National Rural Electric Cooperative Association
Virginia
$20.5M +$20.4M +3,519,000 New
Neuberger Berman Group
18
Neuberger Berman Group
New York
$19.1M +$19M +3,275,595 New
Norges Bank
19
Norges Bank
Norway
$18.4M +$18.3M +3,161,499 New
Northern Trust
20
Northern Trust
Illinois
$14M +$13.9M +2,401,943 New
Principal Financial Group
21
Principal Financial Group
Iowa
$11.5M +$11.5M +1,977,318 New
Retirement Systems of Alabama
22
Retirement Systems of Alabama
Alabama
$10.4M +$10.3M +1,784,705 New
Morgan Stanley
23
Morgan Stanley
New York
$9.96M +$9.9M +1,708,684 New
SBH
24
Segall Bryant & Hamill
Illinois
$9.49M +$9.43M +1,627,561 New
RHJA
25
Rice Hall James & Associates
California
$9.28M +$9.22M +1,591,405 New
1
2 3 4 5

WEN Hedge Fund Activity: Q2 2013 in Review

220 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2013, worth a combined $1.85B.

Buyers outnumbered sellers: 220 funds opened new WEN positions and 0 closed out — a net gain of 220 holders — while 0 added to existing stakes and 0 trimmed.

  • 220 institutional investors held Wendy's (WEN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $1.85B of Wendy's stock for Q2 2013.
  • 220 funds opened new Wendy's positions in Q2 2013 and 0 closed out, a net change of +220 holders.

Based on aggregated 13F filings for Q2 2013.