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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Arete Wealth Advisors
Illinois
$260K +$77.7K +4,437 +43%
Natixis Advisors
227
Natixis Advisors
Massachusetts
$258K +$258K +14,737 New
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$253K +$5.57K +318 +2%
CGH
229
Crossmark Global Holdings
Texas
$252K -$649 -37 -0.3%
Lazard Asset Management
230
Lazard Asset Management
New York
$246K -$87 -5 -0%
VPIM
231
Vanguard Personalized Indexing Management
California
$242K -$18.2K -1,036 -7%
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
$239K -$256K -14,639 -52%
OC
233
Oppenheimer & Co
New York
$236K +$236K +13,465 New
CFGS
234
Concourse Financial Group Securities
Alabama
$236K -$35.9K -2,048 -13%
SAM
235
Securian Asset Management
Minnesota
$232K – – –
FRA
236
Frank Rimerman Advisors
California
$229K -$246K -14,068 -52%
BHCM
237
Brevan Howard Capital Management
Jersey
$227K +$227K +12,984 New
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$227K +$15K +855 +7%
MLA
239
My Legacy Advisors
Oregon
$223K -$83.4K -4,763 -27%
CPA
240
Capital Performance Advisors
California
$220K +$220K +12,565 New
DS
241
DRW Securities
Illinois
$220K +$220K +12,530 New
NC
242
nVerses Capital
Florida
$212K +$212K +12,100 New
M&T Bank
243
M&T Bank
New York
$208K +$208K +11,889 New
KWMG
244
King Wealth Management Group
Florida
$208K -$4.63K -264 -2%
HNB
245
Huntington National Bank
Ohio
$208K +$22K +1,256 +12%
EW
246
Evoke Wealth
California
$205K +$205K +11,707 New
PA
247
Probity Advisors
Texas
$205K +$12.5K +715 +7%
FAIM
248
Financial Advocates Investment Management
Washington
$204K -$3.84K -219 -2%
JIC
249
Johnson Investment Counsel
Ohio
$202K +$1.75K +100 +0.9%
CIA
250
Capital Investment Advisors
Georgia
$201K -$12.1K -691 -6%
8 9
10
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