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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
251
Rockefeller Capital Management
New York
$105K -$7.93K -352 -7%
IA
252
IFP Advisors
Florida
$104K +$99.6K +4,419 +219%
APA
253
American Portfolios Advisors
New York
$98K +$225 +10 +0.2%
BFC
254
Bedel Financial Consulting
Indiana
$93K
TFGT
255
TS Financial Group (TSFG)
Illinois
$91K
PK
256
Pflug Koory
Nebraska
$80K
C
257
Covestor
United Kingdom
$77K +$36.2K +1,608 +85%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$76K +$1.44K +64 +2%
PFS
259
Prospera Financial Services
Texas
$68K +$69.5K +3,084 New
Macquarie Group
260
Macquarie Group
Australia
$53.2K +$5.43M +240,749 +11%
TWM
261
Tradition Wealth Management
Minnesota
$49K
HBW
262
Hazlett, Burt & Watson
West Virginia
$47K +$47.9K +2,125 New
BCWM
263
Bartlett & Co Wealth Management
Ohio
$37.3K +$38.3K +1,700 New
BC
264
Bartlett & Co
Ohio
$37K +$38.3K +1,700 New
TF
265
TimeScale Financial
Massachusetts
$36K +$225 +10 +0.6%
CFD
266
Creative Financial Designs
Indiana
$35K +$158 +7 +0.4%
Fifth Third Bancorp
267
Fifth Third Bancorp
Ohio
$32K +$6.83K +303 +26%
M
268
MOTCO
Texas
$31K
Northwestern Mutual Wealth Management
269
Northwestern Mutual Wealth Management
Wisconsin
$31K
MCC
270
Money Concepts Capital
Florida
$29K +$29.5K +1,309 New
VanEck Associates
271
VanEck Associates
New York
$28K +$29.2K +1,297 New
AIP
272
Ahrens Investment Partners
Louisiana
$27K
AA
273
Ancora Advisors
Ohio
$26K -$6.76K -300 -20%
FF
274
FourThought Financial
Florida
$24K
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$23K