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Wendy's
WEN

Overview Fund Activity

388 hedge funds and large institutions have $2.98B invested in Wendy's in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+28
Holders Change %
+7.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
129
Reduced
119
Closed
40
Calls
$24.7M
Puts
$31M
Net Calls
-$6.33M
Net Calls Change
+$6.34M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$116M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.1M
3
Squarepoint
Squarepoint
New York
$59.2M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.1M
5
Harris Associates
Harris Associates
Illinois
$161M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.1M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Millennium Management
Millennium Management
New York
$34.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
251
Foundations Investment Advisors
Arizona
$203K +$203K +11,978 New
USAA
252
United Services Automobile Association
Texas
$202K – – –
FAIM
253
Financial Advocates Investment Management
Washington
$202K -$59.8K -3,528 -23%
JIC
254
Johnson Investment Counsel
Ohio
$194K – – –
WH
255
Whitcomb & Hess
Ohio
$191K +$2.73K +161 +1%
PA
256
Probity Advisors
Texas
$186K +$186K +10,974 New
IAA
257
Independent Advisor Alliance
North Carolina
$185K +$185K +10,916 New
CAG
258
Csenge Advisory Group
Florida
$183K -$14.8K -873 -7%
HNB
259
Huntington National Bank
Ohio
$180K -$7.02K -414 -4%
HWM
260
HB Wealth Management
Georgia
$179K -$71.9K -4,240 -29%
SI
261
Stephens Inc
Arkansas
$179K +$179K +10,548 New
AWA
262
Arete Wealth Advisors
Illinois
$176K +$176K +10,417 New
EFG
263
Everhart Financial Group
Ohio
$174K – – –
BSW
264
Buckingham Strategic Wealth
Missouri
$171K +$171K +10,089 New
PA
265
Pinnacle Associates
New York
$170K – – –
BBHC
266
Brown Brothers Harriman & Co
New York
$161K +$161K +9,515 New
SAM
267
S.A. Mason
Michigan
$115K – – –
WPWM
268
Western Pacific Wealth Management
Illinois
$107K – – –
UB
269
UMB Bank
Missouri
$101K +$3.27K +193 +3%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$100K -$22K -1,303 -18%
CM
271
Caption Management
Oklahoma
$84.8K +$84.8K +5,000 New
VFM
272
Viking Fund Management
North Dakota
$84.8K +$84.8K +5,000 New
RFS
273
Richardson Financial Services
Massachusetts
$83.5K -$5.85K -345 -7%
CA
274
Continuum Advisory
Idaho
$82.8K +$848 +50 +1%
FCA
275
FinTrust Capital Advisors
South Carolina
$76.5K – – –
9 10
11
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