WEN icon

Wendy's
WEN

Overview Fund Activity

362 hedge funds and large institutions have $3.61B invested in Wendy's in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
64
Increased
106
Reduced
118
Closed
47
Calls
$77.4M
Puts
$115M
Net Calls
-$37.3M
Net Calls Change
-$7.46M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$125M
2
Citadel Advisors
2
Citadel Advisors
Florida
$96.3M
3
NIG
3
NFJ Investment Group
Texas
$29.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$276M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$11.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$286K
4
Millennium Management
4
Millennium Management
New York
$4.81M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
251
Belpointe Asset Management
Nevada
$109K -$42.7K -1,800 -28%
APA
252
American Portfolios Advisors
New York
$106K +$215 +9 +0.2%
BFC
253
Bedel Financial Consulting
Indiana
$101K – – –
EVM
254
Eaton Vance Management
Massachusetts
$100K +$3.7K +155 +4%
TFGT
255
TS Financial Group (TSFG)
Illinois
$99K – – –
SFM
256
Signet Financial Management
New Jersey
$91K +$91K +3,800 New
CFA
257
Carroll Financial Associates
North Carolina
$90K +$329 +14 +0.4%
PK
258
Pflug Koory
Nebraska
$87K – – –
Carson Wealth (CWM LLC)
259
Carson Wealth (CWM LLC)
Nebraska
$81K +$81K +3,384 New
SWM
260
Spire Wealth Management
Virginia
$74K +$50.1K +2,100 +210%
CFCI
261
Comprehensive Financial Consultants Institutional
Indiana
$72K +$72K +3,174 New
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$66K +$66K +2,750 New
CA
263
CoreCap Advisors
Michigan
$59K +$59K +2,466 New
Russell Investments Group
264
Russell Investments Group
United Kingdom
$58K -$856K -36,475 -94%
CG
265
Cutler Group
California
$56K -$7.53K -320 -12%
TWM
266
Tradition Wealth Management
Minnesota
$53K – – –
IA
267
IFP Advisors
Florida
$49K – – –
FQ
268
First Quadrant
California
$48K -$9.6K -400 -17%
C
269
Covestor
United Kingdom
$45K +$45K +1,890 New
SCA
270
Snowden Capital Advisors
New York
$40K +$40K +1,700 New
VRM
271
Vectors Research Management
New York
$39K – – –
TF
272
TimeScale Financial
Massachusetts
$39K +$216 +9 +0.6%
CFD
273
Creative Financial Designs
Indiana
$38K +$145 +6 +0.4%
AA
274
Ancora Advisors
Ohio
$35K -$5.1M -214,152 -99%
FNBOSM
275
First National Bank of South Miami
Florida
$34K -$24K -998 -41%
9 10
11
12 13