WEN icon

Wendy's
WEN

Overview Fund Activity

354 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-8
Holders Change %
-2.21%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
53
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$54.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$26M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$24M
5
Ameriprise
5
Ameriprise
Minnesota
$45.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$52.9M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$78.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
251
IFP Advisors
Florida
$104K +$71.4K +4,419 +219%
APA
252
American Portfolios Advisors
New York
$98K +$220 +10 +0.2%
BFC
253
Bedel Financial Consulting
Indiana
$93K – – –
TFGT
254
TS Financial Group (TSFG)
Illinois
$91K – – –
PK
255
Pflug Koory
Nebraska
$80K – – –
C
256
Covestor
United Kingdom
$77K +$35.4K +1,608 +85%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$76K +$1.41K +64 +2%
PFS
258
Prospera Financial Services
Texas
$68K +$68K +3,084 New
Macquarie Group
259
Macquarie Group
Australia
$53.2K +$5.29K +240,749 +11%
TWM
260
Tradition Wealth Management
Minnesota
$49K – – –
HBW
261
Hazlett, Burt & Watson
West Virginia
$47K +$47K +2,125 New
BCWM
262
Bartlett & Co Wealth Management
Ohio
$37.3K +$37.3K +1,700 New
BC
263
Bartlett & Co
Ohio
$37K +$37K +1,700 New
TF
264
TimeScale Financial
Massachusetts
$36K +$220 +10 +0.6%
CFD
265
Creative Financial Designs
Indiana
$35K +$155 +7 +0.4%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$32K +$6.59K +303 +26%
M
267
MOTCO
Texas
$31K – – –
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$31K – – –
MCC
269
Money Concepts Capital
Florida
$29K +$29K +1,309 New
VanEck Associates
270
VanEck Associates
New York
$28K +$28K +1,297 New
AIP
271
Ahrens Investment Partners
Louisiana
$27K – – –
AA
272
Ancora Advisors
Ohio
$26K -$6.67K -300 -20%
FF
273
FourThought Financial
Florida
$24K – – –
FMII
274
Farmers & Merchants Investments Inc
Nebraska
$23K – – –
SWM
275
Spire Wealth Management
Virginia
$22K -$46.2K -2,100 -68%
9 10
11
12 13