333 hedge funds and large institutions have $2.92B invested in Wendy's in 2022 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 90 increasing their positions, 114 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
333
Holders Change
-4
Holders Change %
-1.19%
% of All Funds
5.76%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
49
Increased
90
Reduced
114
Closed
52
Calls
$69.9M
Puts
$27.2M
Net Calls
+$42.7M
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
226
PDS Planning
Ohio
$170K
EW
227
Evoke Wealth
California
$168K -$671 -36 -0.4%
SAM
228
S.A. Mason
Michigan
$159K +$18.7K +1,000 +13%
Pacer Advisors
229
Pacer Advisors
Pennsylvania
$129K +$129K +6,924 New
IA
230
IFP Advisors
Florida
$104K
CIP
231
Convergence Investment Partners
Florida
$103K +$103K +5,522 New
CI Investments Inc
232
CI Investments Inc
Ontario, Canada
$97K -$1.99K -106 -2%
HIA
233
Harbor Investment Advisory
Maryland
$97K
AAM
234
Advisors Asset Management
Colorado
$90K -$176K -9,396 -66%
SOW
235
State of Wyoming
Wyoming
$90K +$90K +4,793 New
Rockefeller Capital Management
236
Rockefeller Capital Management
New York
$87K -$1.62K -88 -2%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$81K +$9.71K +520 +14%
TFGT
238
TS Financial Group (TSFG)
Illinois
$77K
AI
239
AdvisorShares Investments
Maryland
$69K
Lazard Asset Management
240
Lazard Asset Management
New York
$69K
PK
241
Pflug Koory
Nebraska
$68K
C
242
Covestor
United Kingdom
$67K +$19.9K +1,063 +42%
VanEck Associates
243
VanEck Associates
New York
$54K +$21.6K +1,150 +66%
AA
244
Ancora Advisors
Ohio
$50K -$695K -37,550 -93%
APA
245
American Portfolios Advisors
New York
$48.1K -$25.8K -1,378 -35%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$42K
Nisa Investment Advisors
247
Nisa Investment Advisors
Missouri
$40K -$58.3K -3,104 -59%
HBW
248
Hazlett, Burt & Watson
West Virginia
$40K
WFA
249
Wipfli Financial Advisors
Wisconsin
$38K +$38K +2,049 New
TWC
250
TD Waterhouse Canada
Ontario, Canada
$34.1K -$224K -10,398 -87%