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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
226
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$239K +$239K +11,028 New
BCM
227
Bayesian Capital Management
New York
$238K +$238K +11,000 New
PA
228
Profund Advisors
Maryland
$236K -$29.7K -1,368 -11%
AWAG
229
ARS Wealth Advisors Group
Florida
$230K +$230K +10,587 New
FRM
230
Fox Run Management
Connecticut
$225K +$225K +10,366 New
PG
231
Pendal Group
Australia
$224K -$30.3K -1,398 -12%
AA
232
ALPS Advisors
Colorado
$222K -$48.4K -2,230 -18%
DCM
233
Delta Capital Management
New Jersey
$222K – – –
II
234
Inspire Investing
Idaho
$222K +$222K +10,230 New
CIA
235
Capital Investment Advisors
Georgia
$221K -$1.23K -57 -0.6%
PA
236
Pinnacle Associates
New York
$220K – – –
EFG
237
Everhart Financial Group
Ohio
$219K – – –
SCM
238
Shelton Capital Management
Colorado
$217K – – –
TI
239
Trexquant Investment
Connecticut
$217K +$217K +9,994 New
LOAMU
240
Lombard Odier Asset Management (USA)
New York
$217K +$217K +10,009 New
FMTC
241
Farmers & Merchants Trust Company
California
$216K – – –
QTM
242
qPULA Trading Management
New York
$216K +$216K +9,965 New
6M
243
6 Meridian
Kansas
$214K +$214K +9,868 New
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$212K -$7.5K -345 -3%
TMAM
245
Tokio Marine Asset Management
Japan
$208K -$88.8K -4,100 -30%
EW
246
Evoke Wealth
California
$195K +$195K +9,000 New
PP
247
PDS Planning
Ohio
$187K – – –
PHK
248
Point72 Hong Kong
Hong Kong
$185K -$365K -16,820 -66%
AII
249
AGF Investments Inc
Ontario, Canada
$173K +$995 +46 +0.6%
AI
250
AdvisorShares Investments
Maryland
$164K +$63.5K +2,920 +63%
8 9
10
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