357 hedge funds and large institutions have $3.57B invested in Wendy's in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
124
Reduced
106
Closed
35
Calls
$25.7M
Puts
$21.1M
Net Calls
+$4.61M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
KBC Group
251
KBC Group
Belgium
$209K
URS
252
Utah Retirement Systems
Utah
$204K
AWAG
253
ARS Wealth Advisors Group
Florida
$203K
DCM
254
Delta Capital Management
New Jersey
$203K -$5.43K -250 -3%
PP
255
PDS Planning
Ohio
$183K
SAM
256
S.A. Mason
Michigan
$163K
SAM
257
Shell Asset Management
Netherlands
$144K -$152K -6,991 -51%
SPIA
258
Steward Partners Investment Advisory
New York
$126K -$12K -552 -9%
Group One Trading
259
Group One Trading
Illinois
$107K +$34.6K +1,590 +48%
SOW
260
State of Wyoming
Wyoming
$105K +$1.72K +79 +2%
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$102K +$9.88K +456 +11%
CI Investments Inc
262
CI Investments Inc
Ontario, Canada
$97K +$4.86K +224 +5%
HIA
263
Harbor Investment Advisory
Maryland
$93.2K -$19.3K -887 -17%
TFGT
264
TS Financial Group (TSFG)
Illinois
$90K
IA
265
IFP Advisors
Florida
$87.8K -$114K -5,239 -56%
Lazard Asset Management
266
Lazard Asset Management
New York
$72K +$72K +3,317 New
AF
267
Allworth Financial
California
$71.3K +$3.05K +140 +4%
VanEck Associates
268
VanEck Associates
New York
$68K
AAM
269
Advisors Asset Management
Colorado
$67.3K +$37K +1,701 +122%
C
270
Covestor
United Kingdom
$66K -$10.3K -477 -14%
PK
271
Pflug Koory
Nebraska
$61K
Northwestern Mutual Wealth Management
272
Northwestern Mutual Wealth Management
Wisconsin
$50.5K +$3.85K +177 +8%
GRP
273
Global Retirement Partners
California
$47.8K +$22 +1 +0%
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$46.3K -$246K -11,300 -84%
HBW
275
Hazlett, Burt & Watson
West Virginia
$46K