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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
226
TD Waterhouse Canada
Ontario, Canada
$225K +$91.9K +4,076 +66%
TMAM
227
Tokio Marine Asset Management
Japan
$224K -$38.3K -1,700 -14%
PA
228
Pinnacle Associates
New York
$223K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
229
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$221K +$226K +10,041 New
DCM
230
Delta Capital Management
New Jersey
$220K -$4.73K -210 -2%
SCM
231
Shelton Capital Management
Colorado
$220K
EFG
232
Everhart Financial Group
Ohio
$219K
FMTC
233
Farmers & Merchants Trust Company
California
$215K -$4.51K -200 -2%
CAN
234
Cetera Advisor Networks
California
$215K +$221K +9,795 New
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$214K -$4.88M -216,386 -96%
TSS
236
Two Sigma Securities
New York
$214K +$14.8K +656 +7%
CIBC Asset Management
237
CIBC Asset Management
Ontario, Canada
$209K
Twin Tree Management
238
Twin Tree Management
Texas
$209K +$215K +9,531 New
EDRH
239
Edmond de Rothschild Holding
Switzerland
$206K +$211K +9,370 New
MCM
240
MAI Capital Management
Ohio
$204K +$209K +9,295 New
YIH
241
Y-Intercept (HK)
Hong Kong
$202K -$508K -22,558 -71%
H6H
242
Hightower 6M Holding
Kansas
$201K +$206K +9,149 New
EW
243
Evoke Wealth
California
$198K -$451 -20 -0.2%
CG
244
Cutler Group
California
$193K +$145K +6,442 +271%
PP
245
PDS Planning
Ohio
$192K
CI Investments Inc
246
CI Investments Inc
Ontario, Canada
$176K -$34.7K -1,541 -16%
SAM
247
S.A. Mason
Michigan
$165K
AI
248
AdvisorShares Investments
Maryland
$141K
SPIA
249
Steward Partners Investment Advisory
New York
$127K +$13.5K +600 +12%
HIA
250
Harbor Investment Advisory
Maryland
$114K