WEN icon

Wendy's
WEN

Overview Fund Activity

388 hedge funds and large institutions have $2.98B invested in Wendy's in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+28
Holders Change %
+7.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
129
Reduced
119
Closed
40
Calls
$24.7M
Puts
$31M
Net Calls
-$6.33M
Net Calls Change
+$6.34M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$116M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$42.1M
3
Squarepoint
3
Squarepoint
New York
$59.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$17.1M
5
Harris Associates
5
Harris Associates
Illinois
$161M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$18.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Millennium Management
3
Millennium Management
New York
$34.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$86.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
226
Concourse Financial Group Securities
Alabama
$263K -$10.7K -629 -4%
A
227
AlphaQuest
New York
$263K -$1.21M -71,362 -82%
AAS
228
Avantax Advisory Services
Texas
$261K +$261K +15,386 New
FWA
229
FSM Wealth Advisors
Ohio
$260K +$509 +30 +0.2%
1SB
230
1ST Source Bank
Indiana
$256K – – –
ORG
231
Optimist Retirement Group
Washington
$254K +$254K +14,951 New
IIM
232
INTECH Investment Management
Florida
$251K +$251K +14,820 New
MFG
233
Merit Financial Group
Georgia
$248K +$248K +14,647 New
Envestnet Asset Management
234
Envestnet Asset Management
Illinois
$248K -$4.5M -265,391 -95%
MM
235
MQS Management
New York
$248K +$248K +14,607 New
CGH
236
Crossmark Global Holdings
Texas
$245K -$13.7K -804 -5%
VPIM
237
Vanguard Personalized Indexing Management
California
$244K +$34K +2,071 +16%
Janney Montgomery Scott
238
Janney Montgomery Scott
Pennsylvania
$240K -$17.6K -1,038 -7%
Lazard Asset Management
239
Lazard Asset Management
New York
$240K +$240K +14,190 New
TI
240
Tidal Investments
Wisconsin
$235K -$37.5K -2,213 -14%
SFC
241
SYM Financial Corp
Indiana
$232K +$232K +13,695 New
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$231K – – –
SAM
243
Securian Asset Management
Minnesota
$225K -$8.26K -487 -4%
SC
244
Savant Capital
Illinois
$224K -$1.97M -116,281 -90%
GCIA
245
Gabelli & Co Investment Advisers
New York
$220K – – –
PAG
246
Private Advisor Group
New Jersey
$209K -$18K -1,059 -8%
BCM
247
Becker Capital Management
Oregon
$208K – – –
CIA
248
Capital Investment Advisors
Georgia
$206K +$2.83K +167 +1%
KWMG
249
King Wealth Management Group
Florida
$206K – – –
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$205K -$8.53K -504 -4%
8 9
10
11 12