304 hedge funds and large institutions have $3.39B invested in Wendy's in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 104 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+14
Holders Change %
+4.83%
% of All Funds
6.98%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
50
Increased
80
Reduced
104
Closed
33
Calls
$59.4M
Puts
$19.6M
Net Calls
+$39.8M
Net Calls Change
-$7.54M
Name Holding Trade Value Shares
Change
Shares
Change %
SBL
251
Sargent Bickham Lagudis
Colorado
$14K -$12.2K -708 -47%
OIA
252
Optimum Investment Advisors
Illinois
$14K +$14K +800 New
VCM
253
Versant Capital Management
Arizona
$13K -$217 -13 -2%
FHA
254
First Horizon Advisors
Tennessee
$13K
LWA
255
Lenox Wealth Advisors
New York
$13K
GWM
256
Geneos Wealth Management
Colorado
$11K +$17 +1 +0.2%
CIBC Private Wealth Group
257
CIBC Private Wealth Group
Georgia
$11K +$2.7K +150 +32%
SPIA
258
Steward Partners Investment Advisory
New York
$10K
AA
259
AlphaMark Advisors
Kentucky
$10K
Fifth Third Bancorp
260
Fifth Third Bancorp
Ohio
$9K
MCA
261
Mercer Capital Advisers
New Jersey
$9K
ME
262
McIlrath & Eck
Washington
$8K
BFEC
263
Benjamin F. Edwards & Company
Missouri
$8K +$36 +2 +0.5%
NWM
264
Northwest Wealth Management
Iowa
$8K +$8K +450 New
HT
265
Heritage Trust
Oklahoma
$7K -$7K -425 -50%
MOS
266
MGO One Seven
Ohio
$7K
FMP
267
Financial Management Professionals
Texas
$7K
VFA
268
Valeo Financial Advisors
Indiana
$7K +$7K +400 New
QCG
269
Quadrant Capital Group
Ohio
$6K
GAM
270
Gemmer Asset Management
California
$5K
MFW
271
Mosaic Family Wealth
Missouri
$5K
OIA
272
OneDigital Investment Advisors
Kansas
$5K +$32 +2 +0.6%
PCG
273
Private Capital Group
Connecticut
$5K +$500 +26 +11%
RAM
274
Riggs Asset Management
Pennsylvania
$4K
CAL
275
Capital Advisors Ltd
Ohio
$4K