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Wendy's
WEN

Overview Fund Activity

322 hedge funds and large institutions have $3.28B invested in Wendy's in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
91
Reduced
130
Closed
38
Calls
$11.8M
Puts
$9.73M
Net Calls
+$2.09M
Net Calls Change
+$17M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$50.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$100M
3
Renaissance Technologies
Renaissance Technologies
New York
$47.2M
4
Deutsche Bank
Deutsche Bank
Germany
$30.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$685K
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Invesco
Invesco
Georgia
$8.03M
4
CS
Credit Suisse
Switzerland
$4.4M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VRM
251
Vectors Research Management
New York
$33K – – –
CFD
252
Creative Financial Designs
Indiana
$32K +$103 +5 +0.3%
TF
253
TimeScale Financial
Massachusetts
$32K +$120 +6 +0.4%
SFS
254
Sowell Financial Services
Arkansas
$30K -$11.8K -512 -28%
M
255
MOTCO
Texas
$29K – – –
Fifth Third Bancorp
256
Fifth Third Bancorp
Ohio
$28K +$8.6K +423 +44%
VFA
257
Valeo Financial Advisors
Indiana
$26K -$128K -6,345 -83%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$23K – – –
FI
259
FormulaFolio Investments
Michigan
$23K +$23K +1,000 New
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
FF
261
FourThought Financial
Florida
$22K – – –
WT
262
Washington Trust
Rhode Island
$20K – – –
Credit Agricole
263
Credit Agricole
France
$20K – – –
LC
264
Lindbrook Capital
California
$18K – – –
FCA
265
FinTrust Capital Advisors
South Carolina
$17K -$20.5K -1,000 -55%
OIA
266
Optimum Investment Advisors
Illinois
$16K – – –
PAI
267
Pittenger & Anderson Inc
Nebraska
$15K -$10K -500 -40%
LWA
268
Lenox Wealth Advisors
New York
$15K – – –
VCM
269
Versant Capital Management
Arizona
$13K – – –
EIP
270
Ellis Investment Partners
Pennsylvania
$13K +$59 +3 +0.5%
EVM
271
Eaton Vance Management
Massachusetts
$13K +$13K +651 New
Jones Financial Companies
272
Jones Financial Companies
Missouri
$13K +$13K +663 New
AA
273
AlphaMark Advisors
Kentucky
$12K – – –
GWM
274
Geneos Wealth Management
Colorado
$12K – – –
SWP
275
ShoreHaven Wealth Partners
New Jersey
$12K +$21 +1 +0.2%
9 10
11
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