Wendy's
WEN
274 hedge funds and large institutions have $2.9B invested in Wendy's in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 112 reducing their positions, and 34 closing their positions.
300% more call options, than puts
Call options by funds: $22.1M | Put options by funds: $5.53M
0.16% more ownership
Funds ownership: 76.52% → 76.69% (+0.16%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% less capital invested
Capital invested by funds: $2.91B → $2.9B (-$14M)
2% less funds holding
Funds holding: 281 → 274 (-7)
12% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 34
28% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 112
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
+$30.6M |
| 2 |
MC
Maplelane Capital
New York
|
+$28.7M |
| 3 |
Two Sigma Investments
New York
|
+$19.8M |
| 4 |
EC
Eminence Capital
New York
|
+$19.7M |
| 5 |
Two Sigma Advisers
New York
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$93.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$18.4M |
| 3 |
TEC
Tiger Eye Capital
Nashville,
Tennessee
|
-$13.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.1M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$11.4M |
WEN Hedge Fund Activity: Q3 2017 in Review
274 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q3 2017, worth a combined $2.9B — down 0.48% from $2.91B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of WEN and 30 opened new positions — a net loss of 4 holders — while 112 trimmed existing stakes and 81 added.
The largest buyer was Melvin Capital Management, opening a new position worth an estimated $30.6M. The largest seller was Janus Henderson Group, cutting an estimated $93.5M.
- 274 institutional investors held Wendy's (WEN) as of Q3 2017, down from 281 in Q2 2017.
- Funds reported $2.9B of Wendy's stock for Q3 2017, down 0.48% quarter-over-quarter.
- 30 funds opened new Wendy's positions in Q3 2017 and 34 closed out, a net change of -4 holders.
- The largest Wendy's buyer in Q3 2017 was Melvin Capital Management, an estimated $30.6M added.
- The largest Wendy's seller in Q3 2017 was Janus Henderson Group, an estimated $93.5M sold.
Based on aggregated 13F filings for Q3 2017.