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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
226
1ST Source Bank
Indiana
$264K
AWA
227
Arete Wealth Advisors
Illinois
$260K +$75.5K +4,437 +43%
Natixis Advisors
228
Natixis Advisors
Massachusetts
$258K +$251K +14,737 New
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$253K +$5.41K +318 +2%
CGH
230
Crossmark Global Holdings
Texas
$252K -$630 -37 -0.3%
Lazard Asset Management
231
Lazard Asset Management
New York
$246K -$85 -5 -0%
VPIM
232
Vanguard Personalized Indexing Management
California
$242K -$17.6K -1,036 -7%
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
$239K -$249K -14,639 -52%
OC
234
Oppenheimer & Co
New York
$236K +$229K +13,465 New
CFGS
235
Concourse Financial Group Securities
Alabama
$236K -$34.9K -2,048 -13%
SAM
236
Securian Asset Management
Minnesota
$232K
FRA
237
Frank Rimerman Advisors
California
$229K -$239K -14,068 -52%
BHCM
238
Brevan Howard Capital Management
Jersey
$227K +$221K +12,984 New
CI Investments Inc
239
CI Investments Inc
Ontario, Canada
$227K +$14.6K +855 +7%
MLA
240
My Legacy Advisors
Oregon
$223K -$81.1K -4,763 -27%
CPA
241
Capital Performance Advisors
California
$220K +$214K +12,565 New
DS
242
DRW Securities
Illinois
$220K +$213K +12,530 New
NC
243
nVerses Capital
Florida
$212K +$206K +12,100 New
M&T Bank
244
M&T Bank
New York
$208K +$202K +11,889 New
KWMG
245
King Wealth Management Group
Florida
$208K -$4.49K -264 -2%
HNB
246
Huntington National Bank
Ohio
$208K +$21.4K +1,256 +12%
EW
247
Evoke Wealth
California
$205K +$199K +11,707 New
PA
248
Probity Advisors
Texas
$205K +$12.2K +715 +7%
FAIM
249
Financial Advocates Investment Management
Washington
$204K -$3.73K -219 -2%
JIC
250
Johnson Investment Counsel
Ohio
$202K +$1.7K +100 +0.9%