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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
251
S.A. Mason
Michigan
$163K – – –
BAM
252
Belpointe Asset Management
Nevada
$138K +$1.08K +50 +0.8%
CI Investments Inc
253
CI Investments Inc
Ontario, Canada
$130K -$22 -1 -0%
VI
254
Vestcor Inc
New Brunswick, Canada
$128K – – –
SPIA
255
Steward Partners Investment Advisory
New York
$113K +$11.8K +546 +12%
HIA
256
Harbor Investment Advisory
Maryland
$112K -$1.08K -50 -1%
PMFA
257
Plante Moran Financial Advisors
Michigan
$98K – – –
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
$97K +$27.9K +1,295 +40%
APA
259
American Portfolios Advisors
New York
$96.3K +$195 +9 +0.2%
BFC
260
Bedel Financial Consulting
Indiana
$92K – – –
TFGT
261
TS Financial Group (TSFG)
Illinois
$90K – – –
CFA
262
Carroll Financial Associates
North Carolina
$82K +$301 +14 +0.4%
PK
263
Pflug Koory
Nebraska
$79K – – –
CG
264
Cutler Group
California
$58K -$52.8K -2,460 -48%
FQ
265
First Quadrant
California
$52K +$2.17K +100 +4%
FNBOSM
266
First National Bank of South Miami
Florida
$52K +$52K +2,413 New
TWM
267
Tradition Wealth Management
Minnesota
$48K – – –
EI
268
Ellevest Inc
New York
$46K +$38.4K +1,760 +507%
IA
269
IFP Advisors
Florida
$44K – – –
SOW
270
State of Wyoming
Wyoming
$39K -$87 -4 -0.2%
VRM
271
Vectors Research Management
New York
$36K – – –
TF
272
TimeScale Financial
Massachusetts
$35K +$173 +8 +0.5%
CFD
273
Creative Financial Designs
Indiana
$34K +$130 +6 +0.4%
BFEC
274
Benjamin F. Edwards & Company
Missouri
$32K +$21.8K +1,004 +215%
M
275
MOTCO
Texas
$31K – – –
9 10
11
12 13