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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
251
Csenge Advisory Group
Florida
$218K +$218K +11,214 New
WH
252
Whitcomb & Hess
Ohio
$213K +$5.65K +290 +3%
Lazard Asset Management
253
Lazard Asset Management
New York
$210K +$70.3K +3,638 +50%
SSWM
254
Smith Salley Wealth Management
North Carolina
$207K +$207K +10,625 New
Prudential Financial
255
Prudential Financial
New Jersey
$206K +$3.27K +168 +2%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$202K +$35.7K +1,834 +21%
EFG
257
Everhart Financial Group
Ohio
$200K – – –
PA
258
Pinnacle Associates
New York
$196K – – –
CI Investments Inc
259
CI Investments Inc
Ontario, Canada
$194K +$106K +5,439 +120%
LIM
260
Longfellow Investment Management
Massachusetts
$189K +$189K +9,691 New
DekaBank Deutsche Girozentrale
261
DekaBank Deutsche Girozentrale
Germany
$140K – – –
PHK
262
Point72 Hong Kong
Hong Kong
$133K +$133K +6,807 New
SAM
263
S.A. Mason
Michigan
$132K -$13.6K -700 -9%
C
264
Covestor
United Kingdom
$103K +$4.87K +251 +5%
FCA
265
FinTrust Capital Advisors
South Carolina
$100K – – –
RFS
266
Richardson Financial Services
Massachusetts
$99.2K +$99.2K +5,090 New
SAM
267
Shell Asset Management
Netherlands
$98K -$28.9K -1,487 -23%
AF
268
Allworth Financial
California
$90.7K +$2.22K +114 +3%
JFGIW
269
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.9K +$85.9K +4,410 New
SOW
270
State of Wyoming
Wyoming
$85.4K +$28.8K +1,479 +51%
IA
271
IFP Advisors
Florida
$80.1K -$2.83K -145 -3%
PBK
272
Peoples Bank (Kansas)
Kansas
$71.6K – – –
Russell Investments Group
273
Russell Investments Group
United Kingdom
$62.7K +$11.4K +586 +22%
HIA
274
Harbor Investment Advisory
Maryland
$59.4K – – –
AAM
275
Advisors Asset Management
Colorado
$58.9K -$1.21K -62 -2%
9 10
11
12 13