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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.54B invested in Wendy's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
123
Reduced
119
Closed
53
Calls
$23M
Puts
$21.7M
Net Calls
+$1.28M
Net Calls Change
-$3.33M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$681M
2
Harris Associates
2
Harris Associates
Illinois
$158M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$413M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$827K
2
Macquarie Group
2
Macquarie Group
Australia
$7.51M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
251
CI Investments Inc
Ontario, Canada
$93K 4,545 +77 +2%
AF
252
Allworth Financial
California
$92.7K 4,542 +1,265 +39%
IA
253
IFP Advisors
Florida
$86.9K 4,256 +220 +5%
TFGT
254
TS Financial Group (TSFG)
Illinois
$84K 4,139 – –
VanEck Associates
255
VanEck Associates
New York
$81K 3,975 +848 +27%
PBK
256
Peoples Bank (Kansas)
Kansas
$75.1K 3,679 +3,679 New
Simplex Trading
257
Simplex Trading
Illinois
$71K 3,522 -12,093 -77%
AAM
258
Advisors Asset Management
Colorado
$62.9K 3,084 -9 -0.3%
HIA
259
Harbor Investment Advisory
Maryland
$62.3K 3,050 -1,233 -29%
PMEF
260
Point72 Middle East FZE
United Arab Emirates
$62K 3,040 +3,040 New
SOW
261
State of Wyoming
Wyoming
$59.3K 2,906 -1,906 -40%
PK
262
Pflug Koory
Nebraska
$57.3K 2,805 – –
Russell Investments Group
263
Russell Investments Group
United Kingdom
$53.8K 2,634 -14,044 -84%
GRP
264
Global Retirement Partners
California
$52.1K 2,696 +499 +23%
CM
265
Caption Management
Oklahoma
$44.9K 2,201 +2,201 New
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$43.8K 2,147 -177 -8%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$43.3K 2,122 +422 +25%
PTC
268
Private Trust Company
Ohio
$43K 2,109 +2,109 New
HBW
269
Hazlett, Burt & Watson
West Virginia
$43K 2,125 – –
BC
270
Bartlett & Co
Ohio
$43K 2,122 +422 +25%
AA
271
Ancora Advisors
Ohio
$42.7K 2,090 – –
QT
272
Quantbot Technologies
New York
$42.5K 2,081 +2,081 New
TWC
273
TD Waterhouse Canada
Ontario, Canada
$36.2K 1,585 – –
NA
274
NewEdge Advisors
Louisiana
$31.9K 1,564 +507 +48%
SWM
275
Spire Wealth Management
Virginia
$30.9K 1,516 +1,016 +203%
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