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Wendy's
WEN

Overview Fund Activity

332 hedge funds and large institutions have $3.42B invested in Wendy's in 2020 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 124 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+1
Holders Change %
+0.3%
% of All Funds
6.82%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
53
Increased
84
Reduced
124
Closed
50
Calls
$47.6M
Puts
$37M
Net Calls
+$10.6M
Net Calls Change
+$12.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$47.3M
2
MCM
Melvin Capital Management
New York
$163M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$42.2M
4
Holocene Advisors
Holocene Advisors
New York
$30.5M
5
DFO
Duquesne Family Office
New York
$22.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$50.7M
2
Invesco
Invesco
Georgia
$125M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$59.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
$9.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
6M
226
6 Meridian
Kansas
$229K -$391K -18,004 -63%
PA
227
Pinnacle Associates
New York
$228K – – –
AWM
228
Argent Wealth Management
Massachusetts
$224K +$224K +10,004 New
VFA
229
Valeo Financial Advisors
Indiana
$221K – – –
CIA
230
Capital Investment Advisors
Georgia
$218K – – –
FMTC
231
Farmers & Merchants Trust Company
California
$217K -$21.7K -1,000 -9%
KA
232
Kovack Advisors
Florida
$212K +$212K +9,717 New
CIC
233
Carnegie Investment Counsel
Ohio
$212K +$212K +9,745 New
LIA
234
LS Investment Advisors
Michigan
$211K +$3.1K +142 +1%
PA
235
Profund Advisors
Maryland
$210K +$210K +9,637 New
PP
236
PDS Planning
Ohio
$208K -$7.04K -324 -3%
CCIA
237
Campbell & Co Investment Adviser
Maryland
$204K +$204K +9,353 New
LCM
238
Leisure Capital Management
California
$201K +$201K +9,243 New
SAM
239
S.A. Mason
Michigan
$170K -$17.4K -800 -9%
PMFA
240
Plante Moran Financial Advisors
Michigan
$157K -$15.8K -725 -9%
HIA
241
Harbor Investment Advisory
Maryland
$139K +$3.46K +159 +3%
BAM
242
Belpointe Asset Management
Nevada
$135K +$135K +6,200 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$124K -$6.84K -307 -5%
TFGT
244
TS Financial Group (TSFG)
Illinois
$123K – – –
PAG
245
Private Advisor Group
New Jersey
$121K +$121K +5,539 New
IA
246
IFP Advisors
Florida
$108K +$67K +3,125 +163%
CAN
247
Cetera Advisor Networks
California
$105K +$105K +4,802 New
HFM
248
Harvest Fund Management
China
$102K – – –
FMT
249
First Mercantile Trust
Tennessee
$85K +$12.8K +585 +18%
CFA
250
Carroll Financial Associates
North Carolina
$84K +$130 +6 +0.2%
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