WEN icon

Wendy's
WEN

Overview Fund Activity

242 hedge funds and large institutions have $2.57B invested in Wendy's in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 83 increasing their positions, 71 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+22
Holders Change %
+10%
% of All Funds
7.85%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.13%
New
49
Increased
83
Reduced
71
Closed
24
Calls
$8.75M
Puts
$20.8M
Net Calls
-$12M
Net Calls Change
-$13.1M

Top Buyers

1
SFM
1
Systematic Financial Management
New Jersey
$20.2M
2
DFO
2
Duquesne Family Office
New York
$17M
3
Deutsche Bank
3
Deutsche Bank
Germany
$23.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$23.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$14.3M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$160M
2
CI
2
Cambiar Investors
Colorado
$0
3
Wells Fargo
3
Wells Fargo
California
$64.6M
4
HK
4
Horizon Kinetics
New York
$236M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$38.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$704M 83,000,245 – –
HK
2
Horizon Kinetics
New York
$236M 27,774,433 -1,362,489 -5%
SAM
3
Southeastern Asset Management
Tennessee
$160M 18,878,200 -16,136,800 -46%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$146M 17,198,178 +558,419 +3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$126M 14,865,563 +169,018 +1%
Capital Research Global Investors
6
Capital Research Global Investors
California
$112M 13,218,000 – –
Jennison Associates
7
Jennison Associates
New York
$78.9M 9,301,828 -194,589 -2%
State Street
8
State Street
Massachusetts
$69.6M 8,204,998 -172,741 -2%
Wells Fargo
9
Wells Fargo
California
$64.6M 7,615,377 -2,633,293 -26%
BIT
10
BlackRock Institutional Trust
California
$62.6M 7,382,315 -276,843 -4%
BFA
11
BlackRock Fund Advisors
California
$58.6M 6,913,007 +170,432 +3%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$38.8M 4,575,799 -1,303,877 -22%
ARC
13
Absolute Return Capital
Massachusetts
$37.5M 4,420,687 +107,599 +2%
HCM
14
Highfields Capital Management
Massachusetts
$30M 3,542,547 – –
NRECA
15
National Rural Electric Cooperative Association
Virginia
$29.8M 3,519,000 – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
$29.4M 3,466,932 -618,798 -15%
Norges Bank
17
Norges Bank
Norway
$26.8M 3,161,499 – –
Principal Financial Group
18
Principal Financial Group
Iowa
$25.4M 2,994,300 +1,016,982 +51%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$25.3M 2,982,869 -292,726 -9%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$23.5M 2,773,499 +1,797,402 +184%
Deutsche Bank
21
Deutsche Bank
Germany
$23.4M 2,763,098 +1,980,554 +253%
Morgan Stanley
22
Morgan Stanley
New York
$20.4M 2,400,170 +691,486 +40%
SFM
23
Systematic Financial Management
New Jersey
$20.2M 2,386,550 +2,386,550 New
Northern Trust
24
Northern Trust
Illinois
$20.1M 2,375,802 -26,141 -1%
DFO
25
Duquesne Family Office
New York
$17M 2,000,000 +2,000,000 New
1
2 3 4 5