324 hedge funds and large institutions have $3.56B invested in Wendy's in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
48
Increased
101
Reduced
105
Closed
36
Calls
$22.4M
Puts
$37.3M
Net Calls
-$14.9M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FMTC
226
Farmers & Merchants Trust Company
California
$219K
TA
227
TruWealth Advisors
Louisiana
$217K +$217K +9,905 New
CIC
228
Carnegie Investment Counsel
Ohio
$214K
WAM
229
World Asset Management
Michigan
$212K -$12.7K -579 -6%
LIA
230
LS Investment Advisors
Michigan
$212K
Stifel Financial
231
Stifel Financial
Missouri
$210K -$86.7K -3,956 -29%
LCM
232
Leisure Capital Management
California
$203K
VFA
233
Valeo Financial Advisors
Indiana
$167K
SAM
234
S.A. Mason
Michigan
$164K -$6.56K -300 -4%
HA
235
H2O AM
United Kingdom
$158K
BAM
236
Belpointe Asset Management
Nevada
$136K
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$135K +$104K +4,749 +335%
TFGT
238
TS Financial Group (TSFG)
Illinois
$124K
HIA
239
Harbor Investment Advisory
Maryland
$113K +$13.8K +630 +14%
PMFA
240
Plante Moran Financial Advisors
Michigan
$108K -$49.7K -2,275 -32%
IA
241
IFP Advisors
Florida
$108K
CI Investments Inc
242
CI Investments Inc
Ontario, Canada
$101K +$18.4K +844 +22%
CFA
243
Carroll Financial Associates
North Carolina
$82K -$2.52K -116 -3%
PK
244
Pflug Koory
Nebraska
$80K +$18.6K +852 +30%
Rockefeller Capital Management
245
Rockefeller Capital Management
New York
$73K +$1.28K +59 +2%
IAM
246
Infusive Asset Management
New York
$67K +$67K +3,074 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
247
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$60K +$60K +2,760 New
IAIM
248
International Assets Investment Management
Florida
$53K +$53K +2,403 New
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$46K
FCA
250
FinTrust Capital Advisors
South Carolina
$40K