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Wendy's
WEN

Overview Fund Activity

271 hedge funds and large institutions have $2.45B invested in Wendy's in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 35 closing their positions.

Holders
271
Holders Change
-4
Holders Change %
-1.45%
% of All Funds
7.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
32
Increased
81
Reduced
102
Closed
35
Calls
$14.8M
Puts
$10.8M
Net Calls
+$4.03M
Net Calls Change
+$5.5M

Top Buyers

1
JHIU
1
Janus Henderson Investors US
Colorado
$126M
2
Norges Bank
2
Norges Bank
Norway
$53.9M
3
Jennison Associates
3
Jennison Associates
New York
$89.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$60.3M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$24.3M

Top Sellers

1
ARC
1
Absolute Return Capital
Massachusetts
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$342K
3
Principal Financial Group
3
Principal Financial Group
Iowa
$60.5M
4
Invesco
4
Invesco
Georgia
$8.11M
5
BIM
5
Bogle Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$553M 64,800,245 – –
HK
2
Horizon Kinetics
New York
$272M 31,863,115 +672,369 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$133M 15,577,200 +261,395 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$133M 15,560,842 -402,216 -3%
JHIU
5
Janus Henderson Investors US
Colorado
$126M 14,827,948 +5,208,215 +54%
Jennison Associates
6
Jennison Associates
New York
$89.1M 10,444,641 +3,094,431 +42%
SFM
7
Systematic Financial Management
New Jersey
$84.7M 9,934,782 -1,368,752 -12%
State Street
8
State Street
Massachusetts
$65.8M 7,711,530 +23,219 +0.3%
BIT
9
BlackRock Institutional Trust
California
$64.2M 7,524,241 -318,332 -4%
BFA
10
BlackRock Fund Advisors
California
$63.5M 7,448,408 +464,462 +7%
Principal Financial Group
11
Principal Financial Group
Iowa
$60.5M 7,097,066 -2,254,770 -24%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$60.3M 7,064,386 +2,813,984 +66%
Norges Bank
13
Norges Bank
Norway
$53.9M 6,322,998 +3,161,499 +100%
Morgan Stanley
14
Morgan Stanley
New York
$38.2M 4,479,133 -355,024 -7%
Wells Fargo
15
Wells Fargo
California
$36.2M 4,240,201 -598,157 -12%
HCM
16
Highfields Capital Management
Massachusetts
$30.2M 3,542,547 – –
NRECA
17
National Rural Electric Cooperative Association
Virginia
$30M 3,519,000 – –
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.7M 2,899,317 -54,814 -2%
Allianz Asset Management
19
Allianz Asset Management
Germany
$24.3M 2,847,120 +2,042,350 +254%
Deutsche Bank
20
Deutsche Bank
Germany
$24M 2,814,464 -272,497 -9%
Renaissance Technologies
21
Renaissance Technologies
New York
$23.6M 2,764,585 -1,426,793 -34%
Northern Trust
22
Northern Trust
Illinois
$20.5M 2,399,731 -198,018 -8%
Two Sigma Investments
23
Two Sigma Investments
New York
$20.4M 2,386,567 +435,790 +22%
GC
24
Guggenheim Capital
Illinois
$18.3M 2,149,652 -226,303 -10%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$14.3M 1,679,117 -295,299 -15%
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