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Wendy's
WEN

Overview Fund Activity

251 hedge funds and large institutions have $2.76B invested in Wendy's in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 88 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
251
Holders Change
+9
Holders Change %
+3.72%
% of All Funds
7.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
37
Increased
88
Reduced
79
Closed
26
Calls
$11.3M
Puts
$5.98M
Net Calls
+$5.28M
Net Calls Change
+$17.3M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$68.6M
2
SFM
2
Systematic Financial Management
New Jersey
$65M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$68.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$34.9M
5
GC
5
Guggenheim Capital
Illinois
$19.9M

Top Sellers

1
SAM
1
Southeastern Asset Management
Tennessee
$96.4M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$17.6M
3
Jennison Associates
3
Jennison Associates
New York
$63.3M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$101M
5
RHJA
5
Rice Hall James & Associates
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$724M 83,000,245 – –
HK
2
Horizon Kinetics
New York
$230M 26,408,824 -1,365,609 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$155M 17,797,883 +599,705 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$135M 15,481,829 +616,266 +4%
Capital Research Global Investors
5
Capital Research Global Investors
California
$101M 11,583,000 -1,635,000 -12%
SAM
6
Southeastern Asset Management
Tennessee
$96.4M 11,054,728 -7,823,472 -41%
State Street
7
State Street
Massachusetts
$72.2M 8,277,107 +72,109 +0.9%
BFA
8
BlackRock Fund Advisors
California
$69.2M 7,937,625 +1,024,618 +15%
Principal Financial Group
9
Principal Financial Group
Iowa
$68.7M 7,877,285 +4,882,985 +163%
JHIU
10
Janus Henderson Investors US
Colorado
$68.6M 7,867,374 +6,135,844 +354%
BIT
11
BlackRock Institutional Trust
California
$67.3M 7,718,635 +336,320 +5%
SFM
12
Systematic Financial Management
New Jersey
$65M 7,459,673 +5,073,123 +213%
Jennison Associates
13
Jennison Associates
New York
$63.3M 7,260,308 -2,041,520 -22%
Wells Fargo
14
Wells Fargo
California
$60.5M 6,933,987 -681,390 -9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$34.9M 4,002,651 +3,095,251 +341%
HCM
16
Highfields Capital Management
Massachusetts
$30.9M 3,542,547 – –
NRECA
17
National Rural Electric Cooperative Association
Virginia
$30.7M 3,519,000 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$28.1M 3,224,870 -242,062 -7%
Norges Bank
19
Norges Bank
Norway
$27.6M 3,161,499 – –
ARC
20
Absolute Return Capital
Massachusetts
$26.4M 3,025,981 -1,394,706 -32%
Morgan Stanley
21
Morgan Stanley
New York
$25.1M 2,882,347 +482,177 +20%
Deutsche Bank
22
Deutsche Bank
Germany
$23.4M 2,679,451 -83,647 -3%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$21.8M 2,502,088 -271,411 -10%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$21.2M 2,429,209 -553,660 -19%
Northern Trust
25
Northern Trust
Illinois
$21.1M 2,416,869 +41,067 +2%
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