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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.54B invested in Wendy's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
123
Reduced
119
Closed
53
Calls
$23M
Puts
$21.7M
Net Calls
+$1.28M
Net Calls Change
-$3.33M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$681M
2
Harris Associates
2
Harris Associates
Illinois
$158M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$413M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$827K
2
Macquarie Group
2
Macquarie Group
Australia
$7.51M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
226
Contravisory Investment Management
Massachusetts
$230K 11,286 +136 +1%
BAM
227
Blueshift Asset Management
New Jersey
$228K 11,151 +11,151 New
BHPW
228
Beverly Hills Private Wealth
California
$227K 11,135 +135 +1%
Susquehanna International Group
229
Susquehanna International Group
Pennsylvania
$225K 11,031 -38,168 -78%
WH
230
Whitcomb & Hess
Ohio
$217K 10,645 +126 +1%
QT
231
Quantamental Technologies
New York
$217K 10,625 -14,336 -57%
SLWA
232
San Luis Wealth Advisors
California
$215K 10,535 -18,300 -63%
PTC
233
Petrus Trust Company
Texas
$213K 10,436 +10,436 New
KBC Group
234
KBC Group
Belgium
$212K 10,378 +784 +8%
Prudential Financial
235
Prudential Financial
New Jersey
$212K 10,387 -63 -0.6%
EFG
236
Everhart Financial Group
Ohio
$209K 10,248 – –
PA
237
Pinnacle Associates
New York
$205K 10,040 -100 -1%
AI
238
Atom Investors
Texas
$204K 9,985 -4,083 -29%
PP
239
PDS Planning
Ohio
$181K 8,889 +470 +6%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$174K 8,538 +3,830 +81%
KI
241
Kapitalo Investimentos
Brazil
$169K 8,290 -15,032 -64%
SAM
242
S.A. Mason
Michigan
$153K 7,500 – –
TRCT
243
Tower Research Capital (TRC)
New York
$149K 7,320 -21,641 -75%
Lazard Asset Management
244
Lazard Asset Management
New York
$147K 7,223 +3,906 +118%
DekaBank Deutsche Girozentrale
245
DekaBank Deutsche Girozentrale
Germany
$147K 7,223 +7,223 New
SAM
246
Shell Asset Management
Netherlands
$133K 6,538 -103 -2%
SPIA
247
Steward Partners Investment Advisory
New York
$119K 5,847 +65 +1%
SG Americas Securities
248
SG Americas Securities
New York
$108K 5,271 +5,271 New
FCA
249
FinTrust Capital Advisors
South Carolina
$105K 5,150 +4,322 +522%
C
250
Covestor
United Kingdom
$103K 5,055 +2,013 +66%
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