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Wendy's
WEN

Overview Fund Activity

357 hedge funds and large institutions have $3.57B invested in Wendy's in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
124
Reduced
106
Closed
35
Calls
$25.7M
Puts
$21.1M
Net Calls
+$4.61M
Net Calls Change
-$6.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$29M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$45.1M
3
GI
3
Gradient Investments
Minnesota
$16.2M
4
NCM
4
Nine27 Capital Management
New York
$17.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$36M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$28.8M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$415M
4
TFM
4
Trian Fund Management
New York
$451M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MLL
226
Moody Lynn & Lieberson
Massachusetts
$289K +$289K +13,269 New
SWP
227
Stratos Wealth Partners
Ohio
$286K +$61.4K +2,821 +27%
DFCM
228
Dark Forest Capital Management
Puerto Rico
$285K +$205K +9,408 +254%
Mirae Asset Global Investments
229
Mirae Asset Global Investments
South Korea
$285K +$285K +13,098 New
PVH
230
Psagot Value Holdings
Israel
$284K – – –
GCIA
231
Gabelli & Co Investment Advisers
New York
$283K +$283K +13,000 New
VF
232
Virtu Financial
New York
$262K +$262K +12,051 New
BC
233
Bridgefront Capital
Texas
$262K +$262K +12,043 New
CCM
234
Cullen Capital Management
New York
$259K +$259K +11,900 New
JIC
235
Johnson Investment Counsel
Ohio
$254K +$5.79K +266 +2%
CIA
236
Capital Investment Advisors
Georgia
$252K +$2.59K +119 +1%
WG
237
Winton Group
United Kingdom
$248K -$2.56M -117,798 -91%
CIM
238
Contravisory Investment Management
Massachusetts
$243K – – –
WFAG
239
Wescott Financial Advisory Group
Pennsylvania
$240K +$240K +11,028 New
BHPW
240
Beverly Hills Private Wealth
California
$237K – – –
Wolverine Trading
241
Wolverine Trading
Illinois
$234K +$234K +10,699 New
TI
242
Tidal Investments
Wisconsin
$232K +$232K +10,682 New
FNT
243
First National Trust
Pennsylvania
$231K – – –
WH
244
Whitcomb & Hess
Ohio
$229K +$2.5K +115 +1%
USAA
245
United Services Automobile Association
Texas
$228K – – –
Prudential Financial
246
Prudential Financial
New Jersey
$227K -$3.05K -140 -1%
EFG
247
Everhart Financial Group
Ohio
$223K -$22 -1 -0%
PA
248
Pinnacle Associates
New York
$221K -$7.24K -333 -3%
ProShare Advisors
249
ProShare Advisors
Maryland
$214K -$6.26K -288 -3%
NYLIM
250
New York Life Investment Management
New York
$212K +$212K +9,767 New
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