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Wendy's
WEN

Overview Fund Activity

275 hedge funds and large institutions have $2.65B invested in Wendy's in 2014 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 81 increasing their positions, 105 reducing their positions, and 24 closing their positions.

Holders
275
Holders Change
+24
Holders Change %
+9.56%
% of All Funds
7.95%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
49
Increased
81
Reduced
105
Closed
24
Calls
$9.48M
Puts
$11M
Net Calls
-$1.47M
Net Calls Change
-$6.76M

Top Buyers

1
HK
1
Horizon Kinetics
New York
$284M
2
SFM
2
Systematic Financial Management
New Jersey
$103M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$38.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$38.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$44.1M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$591M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$0
3
SAM
3
Southeastern Asset Management
Tennessee
$0
4
Wells Fargo
4
Wells Fargo
California
$44.1M
5
DFO
5
Duquesne Family Office
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$591M 64,800,245 -18,200,000 -22%
HK
2
Horizon Kinetics
New York
$284M 31,190,746 +4,781,922 +18%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$146M 15,963,058 -1,834,825 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$140M 15,315,805 -166,024 -1%
SFM
5
Systematic Financial Management
New Jersey
$103M 11,303,534 +3,843,861 +52%
JHIU
6
Janus Henderson Investors US
Colorado
$87.7M 9,619,733 +1,752,359 +22%
Principal Financial Group
7
Principal Financial Group
Iowa
$85.3M 9,351,836 +1,474,551 +19%
BIT
8
BlackRock Institutional Trust
California
$71.5M 7,842,573 +123,938 +2%
State Street
9
State Street
Massachusetts
$70.1M 7,688,311 -588,796 -7%
Jennison Associates
10
Jennison Associates
New York
$67M 7,350,210 +89,902 +1%
BFA
11
BlackRock Fund Advisors
California
$63.7M 6,983,946 -953,679 -12%
Wells Fargo
12
Wells Fargo
California
$44.1M 4,838,358 -2,095,629 -30%
Morgan Stanley
13
Morgan Stanley
New York
$44.1M 4,834,157 +1,951,810 +68%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$38.8M 4,250,402 +2,233,039 +111%
Renaissance Technologies
15
Renaissance Technologies
New York
$38.2M 4,191,378 +2,089,096 +99%
HCM
16
Highfields Capital Management
Massachusetts
$32.3M 3,542,547 – –
NRECA
17
National Rural Electric Cooperative Association
Virginia
$32.1M 3,519,000 – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$31.4M 3,447,000 -555,651 -14%
ARC
19
Absolute Return Capital
Massachusetts
$30.5M 3,341,537 +315,556 +10%
Norges Bank
20
Norges Bank
Norway
$28.8M 3,161,499 – –
Deutsche Bank
21
Deutsche Bank
Germany
$28.2M 3,086,961 +407,510 +15%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$26.9M 2,954,131 -270,739 -8%
Northern Trust
23
Northern Trust
Illinois
$23.7M 2,597,749 +180,880 +7%
Invesco
24
Invesco
Georgia
$22M 2,412,094 +674,524 +39%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$21.8M 2,390,529 -111,559 -4%
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