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Wendy's
WEN

Overview Fund Activity

345 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
117
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$116M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.3M
3
SSA
Schonfeld Strategic Advisors
New York
$35.9M
4
Marshall Wace
Marshall Wace
United Kingdom
$25M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$37.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$81.6M
2
Millennium Management
Millennium Management
New York
$52M
3
Harris Associates
Harris Associates
Illinois
$112M
4
Deutsche Bank
Deutsche Bank
Germany
$40.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Pinnacle Associates
New York
$229K – – –
CM
227
Capula Management
Cayman Islands
$224K -$355K -15,700 -61%
PG
228
Pendal Group
Australia
$217K +$217K +9,607 New
KBC Group
229
KBC Group
Belgium
$217K -$618K -27,340 -74%
DCM
230
Delta Capital Management
New Jersey
$217K +$217K +9,600 New
FMTC
231
Farmers & Merchants Trust Company
California
$216K +$216K +9,546 New
BCM
232
Bayesian Capital Management
New York
$213K -$192K -8,491 -47%
AWAG
233
ARS Wealth Advisors Group
Florida
$212K +$212K +9,348 New
EW
234
Evoke Wealth
California
$206K +$2.58K +114 +1%
KAS
235
Kestra Advisory Services
Texas
$205K -$52.6K -2,326 -20%
SCM
236
Shelton Capital Management
Colorado
$204K +$204K +9,014 New
FFM
237
Forum Financial Management
Illinois
$204K +$204K +9,011 New
SAM
238
S.A. Mason
Michigan
$192K – – –
PP
239
PDS Planning
Ohio
$191K -$15.9K -701 -8%
HIA
240
Harbor Investment Advisory
Maryland
$117K – – –
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$105K -$853 -38 -0.8%
TRCT
242
Tower Research Capital (TRC)
New York
$103K -$105K -4,645 -50%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$99K +$1.04K +46 +1%
CI Investments Inc
244
CI Investments Inc
Ontario, Canada
$95K -$21.6K -959 -19%
TFGT
245
TS Financial Group (TSFG)
Illinois
$94K – – –
Dimensional Fund Advisors
246
Dimensional Fund Advisors
Texas
$91.1K +$2.29K +101,157 +3%
IA
247
IFP Advisors
Florida
$86K -$18.4K -1,136 -18%
C
248
Covestor
United Kingdom
$80K -$860 -38 -1%
VanEck Associates
249
VanEck Associates
New York
$69K +$3.65K +161 +6%
AI
250
AdvisorShares Investments
Maryland
$67.3K -$16.3K -720 -19%
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10
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