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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
226
Tidal Investments
Wisconsin
$282K -$23.5K -1,205 -8%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$280K +$19.1K +978 +7%
PAG
228
Private Advisor Group
New Jersey
$279K +$279K +14,343 New
SAM
229
Securian Asset Management
Minnesota
$275K -$5.05K -259 -2%
KLCM
230
KG&L Capital Management
Louisiana
$274K +$274K +14,044 New
OC
231
Oppenheimer & Co
New York
$269K +$1.13K +58 +0.4%
BCM
232
Becker Capital Management
Oregon
$268K – – –
MSRPS
233
Maryland State Retirement & Pension System
Maryland
$265K – – –
USAA
234
United Services Automobile Association
Texas
$261K – – –
HI
235
Handelsinvest Investeringsforvaltning
Denmark
$260K +$260K +13,338 New
KWMG
236
King Wealth Management Group
Florida
$257K -$50.3K -2,579 -16%
Voloridge Investment Management
237
Voloridge Investment Management
Florida
$255K +$255K +13,085 New
PVH
238
Psagot Value Holdings
Israel
$254K – – –
GCIA
239
Gabelli & Co Investment Advisers
New York
$253K – – –
SWP
240
Stratos Wealth Partners
Ohio
$248K -$17.7K -908 -7%
EFI
241
EHP Funds Inc
Canada
$244K +$244K +12,500 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$242K -$24.8K -1,275 -9%
N
243
Numerai
California
$241K +$241K +12,362 New
MWC
244
MBM Wealth Consultants
Missouri
$233K +$233K +12,021 New
CIA
245
Capital Investment Advisors
Georgia
$231K +$2.63K +135 +1%
JIC
246
Johnson Investment Counsel
Ohio
$228K +$58 +3 +0%
NAM
247
Nexpoint Asset Management
Texas
$226K +$226K +11,600 New
GF
248
Gries Financial
Ohio
$221K +$221K +11,320 New
BHPW
249
Beverly Hills Private Wealth
California
$220K +$2.71K +139 +1%
KBC Group
250
KBC Group
Belgium
$219K +$16.7K +857 +8%
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