360 hedge funds and large institutions have $3.3B invested in Wendy's in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-25
Holders Change %
-6.49%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
122
Reduced
128
Closed
63
Calls
$19.3M
Puts
$32M
Net Calls
-$12.7M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
226
Oppenheimer & Co
New York
$231K -$29.3K -1,555 -11%
BCM
227
Becker Capital Management
Oregon
$231K -$28.8K -1,530 -11%
KWMG
228
King Wealth Management Group
Florida
$229K -$19.7K -1,042 -8%
Cerity Partners
229
Cerity Partners
New York
$227K +$227K +12,037 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$226K +$30.5K +1,621 +16%
CIA
231
Capital Investment Advisors
Georgia
$226K +$2.83K +150 +1%
CM
232
Capula Management
Cayman Islands
$226K +$226K +11,982 New
USAA
233
United Services Automobile Association
Texas
$225K -$27.5K -1,458 -11%
CAG
234
Csenge Advisory Group
Florida
$220K +$8.86K +470 +4%
BHPW
235
Beverly Hills Private Wealth
California
$215K +$2.88K +153 +1%
JIC
236
Johnson Investment Counsel
Ohio
$215K -$5.12K -272 -2%
SCM
237
Semanteon Capital Management
Massachusetts
$210K +$210K +11,122 New
WH
238
Whitcomb & Hess
Ohio
$209K +$2.71K +144 +1%
HNB
239
Huntington National Bank
Ohio
$207K -$76.9K -4,083 -27%
SP
240
Systematic Portfolios
New York
$206K +$206K +3,561 New
SWP
241
Stratos Wealth Partners
Ohio
$205K -$35.3K -1,873 -15%
IPW
242
Impact Partnership Wealth
Georgia
$202K +$202K +10,704 New
CAM
243
Cresset Asset Management
Illinois
$199K +$199K +10,549 New
PAS
244
Point72 Asia (Singapore)
Singapore
$197K +$197K +10,456 New
EFG
245
Everhart Financial Group
Ohio
$193K
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$191K +$191K +10,288 New
PA
247
Pinnacle Associates
New York
$189K
TRCT
248
Tower Research Capital (TRC)
New York
$176K -$279K -14,801 -61%
HI
249
Handelsinvest Investeringsforvaltning
Denmark
$165K -$85.7K -4,558 -34%
DekaBank Deutsche Girozentrale
250
DekaBank Deutsche Girozentrale
Germany
$135K