Wendys Co (NASDAQ:WEN)

8.25
Data as of Jul 28
 -0.02 / -0.24%
Today’s Change
7.01
Today|||52-Week Range
10.27
-5.39%
Year-to-Date
Institutional investors purchased a net $7.5 million shares of WEN during the quarter ended March 2014, and now own 79.30% of the total float, a percentage that is typical for companies in the Restaurants industry.
Other institutional51.24%
Mutual fund holders28.06%
Individual stakeholders25.19%

Largest Quarterly Institutional
Transactions

Latest Institutional Activity

6/30/2014HENNESSY ADVISORS, INC. (INVESTM...  Bought 147.8 Thousand shares of Wendys Co
6/30/2014OXBOW ADVISORS LLC  Bought 121.2 Thousand shares of Wendys Co
6/30/2014CADENCE CAPITAL MANAGEMENT LLC  Bought 65.1 Thousand shares of Wendys Co

Top 10 Owners of Wendys Co

StockholderStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Trian Fund Management LP17.67%64,800,245552,746,09000.00%
Horizon Asset Management LLC5.12%18,775,199160,152,447+2,979,310+18.86%
Dimensional Fund Advisors LP4.35%15,963,058136,164,885-1,834,825-10.31%
The Vanguard Group, Inc.4.18%15,315,805130,643,817-166,024-1.07%
BlackRock Fund Advisors4.04%14,826,519126,470,207-829,741-5.30%
Kinetics Asset Management LLC3.10%11,385,64797,119,569+1,393,012+13.94%
Systematic Financial Management L...3.08%11,303,53496,419,145+3,843,861+51.53%
Principal Global Investors LLC2.55%9,351,83679,771,161+1,474,551+18.72%
Janus Capital Management LLC2.44%8,936,83376,231,185+1,582,959+21.53%
SSgA Funds Management, Inc.2.10%7,688,31165,581,293-588,796-7.11%

Top 10 Mutual Funds Holding Wendys Co

Mutual fundStakeShares
owned
Total value ($)Shares
bought / sold
Total
change
Janus Triton Fund1.54%5,654,38648,231,913+967,459+20.64%
DFA US Small Cap Value Portfolio1.37%5,010,42242,738,900-99,064-1.94%
Vanguard Small Cap Index Fund1.30%4,752,86840,541,964-27,901-0.58%
Prudential Jennison Equity Income...1.24%4,529,65838,637,983+1,463,559+47.73%
Vanguard Total Stock Market Index...1.17%4,284,75236,548,935+45,386+1.07%
iShares Core S&P Mid Cap ETF1.04%3,802,07832,431,725+334,183+9.64%
Kinetics Paradigm Portfolio0.88%3,209,60027,377,888+531,000+19.82%
Principal Investors - Large Cap V...0.82%2,996,65725,561,484+395,583+15.21%
Government Pension Fund - Global ...0.81%2,951,33125,174,853+10.00%
Wells Fargo Advantage Small Cap V...0.78%2,876,40024,535,692+32,100+1.13%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.