WEN icon

Wendy's
WEN

Overview Fund Activity

262 hedge funds and large institutions have $2.46B invested in Wendy's in 2014 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

Holders
262
Holders Change
+13
Holders Change %
+5.22%
% of All Funds
6.99%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.19%
New
48
Increased
86
Reduced
72
Closed
33
Calls
$32.8M
Puts
$6.22M
Net Calls
+$26.6M
Net Calls Change
+$22.7M

Top Buyers

1
EAM
1
EverPoint Asset Management
Connecticut
$41.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$27.1M
3
PCM
3
Penn Capital Management
Pennsylvania
$24.5M
4
JHIU
4
Janus Henderson Investors US
Colorado
$175M
5
Jennison Associates
5
Jennison Associates
New York
$115M

Top Sellers

1
SFM
1
Systematic Financial Management
New Jersey
$2K
2
ARC
2
Absolute Return Capital
Massachusetts
$0
3
GC
3
Guggenheim Capital
Illinois
$17.5M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$54.2M
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$585M 64,800,245 – –
HK
2
Horizon Kinetics
New York
$275M 30,440,342 -974,081 -3%
JHIU
3
Janus Henderson Investors US
Colorado
$175M 19,397,577 +2,498,852 +15%
Vanguard Group
4
Vanguard Group
Pennsylvania
$146M 16,121,441 +315,636 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$141M 15,629,304 +159,281 +1%
Jennison Associates
6
Jennison Associates
New York
$115M 12,709,779 +1,709,922 +16%
BFA
7
BlackRock Fund Advisors
California
$71M 7,858,810 -90,636 -1%
State Street
8
State Street
Massachusetts
$69.8M 7,731,482 -249,496 -3%
BIT
9
BlackRock Institutional Trust
California
$66.6M 7,373,417 -89,374 -1%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$54.2M 5,999,582 -1,294,148 -18%
Allianz Asset Management
11
Allianz Asset Management
Germany
$41.8M 4,627,119 +652,704 +16%
EAM
12
EverPoint Asset Management
Connecticut
$41.5M 4,592,081 +4,592,081 New
Wells Fargo
13
Wells Fargo
California
$36.7M 4,069,080 +29,382 +0.7%
NRECA
14
National Rural Electric Cooperative Association
Virginia
$31.8M 3,519,000 – –
Norges Bank
15
Norges Bank
Norway
$28.5M 3,161,499 – –
Point72 Asset Management
16
Point72 Asset Management
Connecticut
$27.1M 3,001,800 +3,001,800 New
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.7M 2,960,421 -17,568 -0.6%
PCM
18
Penn Capital Management
Pennsylvania
$24.5M 2,711,275 +2,711,275 New
Principal Financial Group
19
Principal Financial Group
Iowa
$23.8M 2,635,601 -197,735 -7%
Deutsche Bank
20
Deutsche Bank
Germany
$22M 2,436,119 +54,976 +2%
Northern Trust
21
Northern Trust
Illinois
$20.8M 2,305,103 -324,511 -12%
GC
22
Guggenheim Capital
Illinois
$17.5M 1,934,132 -2,141,455 -53%
SBH
23
Segall Bryant & Hamill
Illinois
$16M 1,767,583 +69,272 +4%
MAP
24
Managed Asset Portfolios
Michigan
$15.1M 1,669,594 +116,000 +7%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$14.7M 1,631,554 +1,011 +0.1%
1
2 3 4 5