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Wendy's
WEN

Overview Fund Activity

261 hedge funds and large institutions have $2.62B invested in Wendy's in 2016 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 73 increasing their positions, 98 reducing their positions, and 31 closing their positions.

Holders
261
Holders Change
+16
Holders Change %
+6.53%
% of All Funds
6.53%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
49
Increased
73
Reduced
98
Closed
31
Calls
$4.97M
Puts
$21.8M
Net Calls
-$16.9M
Net Calls Change
-$19.9M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$602M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$14.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$10M
4
Victory Capital Management
4
Victory Capital Management
Texas
$58.3M
5
NIP
5
Nicholas Investment Partners
California
$6.08M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$898K
2
JHIU
2
Janus Henderson Investors US
Colorado
$182M
3
EC
3
Eminence Capital
New York
$124M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M
5
HK
5
Horizon Kinetics
New York
$127M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$602M 44,535,921 +3,743,384 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$204M 15,073,132 -325,840 -2%
JHIU
3
Janus Henderson Investors US
Colorado
$182M 13,497,652 -4,320,388 -24%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$172M 12,720,505 -3,297,311 -21%
Wells Fargo
5
Wells Fargo
California
$147M 10,894,377 -250,170 -2%
HK
6
Horizon Kinetics
New York
$127M 9,428,217 -2,857,979 -23%
EC
7
Eminence Capital
New York
$124M 9,165,885 -3,799,673 -29%
BFA
8
BlackRock Fund Advisors
California
$106M 7,833,212 +165,544 +2%
BIT
9
BlackRock Institutional Trust
California
$85.8M 6,344,025 +292,110 +5%
State Street
10
State Street
Massachusetts
$74.5M 5,513,134 -323,255 -6%
Victory Capital Management
11
Victory Capital Management
Texas
$58.3M 4,312,902 +470,573 +12%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$53.5M 3,958,851 +134,483 +4%
HA
13
Homestead Advisers
Virginia
$47.6M 3,519,000 – –
Jennison Associates
14
Jennison Associates
New York
$42.8M 3,168,245 -419,524 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$36.5M 2,696,186 +339,754 +14%
FPCG
16
Fort Pitt Capital Group
Pennsylvania
$26.8M 1,985,560 +434,437 +28%
Northern Trust
17
Northern Trust
Illinois
$25.3M 1,868,130 -69,456 -4%
Norges Bank
18
Norges Bank
Norway
$22.6M 1,672,693 -267,680 -14%
MAP
19
Managed Asset Portfolios
Michigan
$21.4M 1,584,686 +6,960 +0.4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$20.7M 1,531,272 -1,385 -0.1%
CCMLC
21
Cardinal Capital Management LLC (Connecticut)
Connecticut
$17.5M 1,291,621 -70,967 -5%
Goldman Sachs
22
Goldman Sachs
New York
$17.1M 1,265,821 -30,146 -2%
Two Sigma Investments
23
Two Sigma Investments
New York
$14.8M 1,097,891 +962,992 +714%
Charles Schwab
24
Charles Schwab
California
$14.5M 1,071,751 +57,966 +6%
Allianz Asset Management
25
Allianz Asset Management
Germany
$11.2M 826,956 -88,740 -10%
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