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Wendy's
WEN

Overview Fund Activity

322 hedge funds and large institutions have $3.28B invested in Wendy's in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 130 reducing their positions, and 38 closing their positions.

Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
91
Reduced
130
Closed
38
Calls
$11.8M
Puts
$9.73M
Net Calls
+$2.09M
Net Calls Change
+$17M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$50.9M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$100M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.2M
4
Deutsche Bank
4
Deutsche Bank
Germany
$30.9M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$147M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$685K
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Invesco
3
Invesco
Georgia
$8.03M
4
CS
4
Credit Suisse
Switzerland
$4.4M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$205K 10,140 – –
SCM
227
Shelton Capital Management
Colorado
$203K 10,001 – –
FMTC
228
Farmers & Merchants Trust Company
California
$202K 9,981 – –
PHK
229
Point72 Hong Kong
Hong Kong
$181K 8,923 -19,746 -69%
TRCT
230
Tower Research Capital (TRC)
New York
$178K 8,816 -14,979 -63%
VI
231
Vestcor Inc
New Brunswick, Canada
$160K 7,900 +7,900 New
SAM
232
S.A. Mason
Michigan
$152K 7,500 – –
Walleye Trading
233
Walleye Trading
New York
$125K 6,192 -11,957 -66%
BAM
234
Belpointe Asset Management
Nevada
$125K 6,175 -25 -0.4%
HIA
235
Harbor Investment Advisory
Maryland
$105K 5,170 – –
PMFA
236
Plante Moran Financial Advisors
Michigan
$100K 4,941 – –
IAIM
237
International Assets Investment Management
Florida
$98K 4,604 +2,201 +92%
BFC
238
Bedel Financial Consulting
Indiana
$86K 4,252 +4,250 +212,500%
TFGT
239
TS Financial Group (TSFG)
Illinois
$84K 4,139 -1,500 -27%
CFA
240
Carroll Financial Associates
North Carolina
$76K 3,791 +12 +0.3%
CI Investments Inc
241
CI Investments Inc
Ontario, Canada
$74K 3,663 -965 -21%
PK
242
Pflug Koory
Nebraska
$74K 3,657 – –
IAM
243
Infusive Asset Management
New York
$71K 3,491 +417 +14%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$69K 3,429 +51 +2%
SWM
245
Spire Wealth Management
Virginia
$64K 3,100 +3,100 New
APA
246
American Portfolios Advisors
New York
$63.6K 3,138 +1,378 +78%
IA
247
IFP Advisors
Florida
$59K 2,925 -2,000 -41%
AIC
248
Ameritas Investment Company
Nebraska
$51.1K 2,520 +2,520 New
SPIA
249
Steward Partners Investment Advisory
New York
$50.2K 2,477 +1,691 +215%
WAM
250
Wolverine Asset Management
Illinois
$40K 2,012 +2,012 New
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10
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