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.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-7
Holders Change %
-2.49%
% of All Funds
6.84%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
30
Increased
81
Reduced
112
Closed
34
Calls
$22.1M
Puts
$5.5M
Net Calls
+$16.6M
Net Calls Change
+$6.87M
Name Holding Trade Value Shares
Change
Shares
Change %
IDBONY
226
Israel Discount Bank of New York
New York
$47K -$313 -20 -0.7%
EWM
227
Evercore Wealth Management
New York
$47K
IWMA
228
Ironwood Wealth Management (Arizona)
Arizona
$42K +$42K +2,681 New
PMFA
229
Plante Moran Financial Advisors
Michigan
$35K
RFA
230
Reilly Financial Advisors
California
$31K
SFG
231
SevenBridge Financial Group
Pennsylvania
$31K
PK
232
Pflug Koory
Nebraska
$28K
RE
233
RBC Europe
United Kingdom
$26.6K +$26.6K +1,710 New
FWM
234
Focused Wealth Management
New York
$26K
SBL
235
Sargent Bickham Lagudis
Colorado
$23K +$91 +6 +0.4%
AIL
236
AGF Investments LLC
Ontario, Canada
$19K +$9.88K +626 +108%
CPIG
237
Chicago Partners Investment Group
Illinois
$16K +$16K +1,050 New
CFA
238
Carroll Financial Associates
North Carolina
$16K +$16K +1,052 New
WAM
239
Wealthspire Advisors (Maryland)
Maryland
$14K
HT
240
Heritage Trust
Oklahoma
$13K
HWP
241
Hefty Wealth Partners
Indiana
$13K
VCM
242
Versant Capital Management
Arizona
$12K -$318 -21 -3%
LWA
243
Lenox Wealth Advisors
New York
$12K
AssetMark Inc
244
AssetMark Inc
California
$11K
FHA
245
First Horizon Advisors
Tennessee
$11K
GWM
246
Geneos Wealth Management
Colorado
$10K +$15 +1 +0.2%
SPIA
247
Steward Partners Investment Advisory
New York
$9K
AA
248
AlphaMark Advisors
Kentucky
$9K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$8K -$8K -500 -50%
MCA
250
Mercer Capital Advisers
New Jersey
$8K