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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Capital Investment Advisors
Georgia
$201K -$11.8K -691 -6%
WH
252
Whitcomb & Hess
Ohio
$200K +$2.6K +153 +1%
AWA
253
Arkadios Wealth Advisors
Georgia
$199K -$112K -6,566 -37%
FIA
254
Foundations Investment Advisors
Arizona
$198K -$11.4K -672 -6%
PA
255
Pinnacle Associates
New York
$196K
CPIG
256
Chicago Partners Investment Group
Illinois
$194K +$172K +10,132 New
HWM
257
HB Wealth Management
Georgia
$193K +$7.37K +433 +4%
IAA
258
Independent Advisor Alliance
North Carolina
$191K -$17 -1 -0%
GHA
259
GW Henssler & Associates
Georgia
$187K +$182K +10,698 New
CAG
260
Csenge Advisory Group
Florida
$187K -$13.3K -781 -7%
TSS
261
Two Sigma Securities
New York
$181K -$253K -14,864 -59%
AFP
262
Ausdal Financial Partners
Iowa
$179K +$174K +10,224 New
TI
263
Tidal Investments
Wisconsin
$178K -$63.5K -3,733 -27%
BBHC
264
Brown Brothers Harriman & Co
New York
$167K
PW
265
Paladin Wealth
Minnesota
$144K +$140K +8,211 New
TRCT
266
Tower Research Capital (TRC)
New York
$129K -$743K -43,663 -86%
WPWM
267
Western Pacific Wealth Management
Illinois
$111K
VWM
268
Venturi Wealth Management
Texas
$107K +$83.8K +4,921 +423%
UB
269
UMB Bank
Missouri
$105K +$851 +50 +0.8%
DekaBank Deutsche Girozentrale
270
DekaBank Deutsche Girozentrale
Germany
$104K
TWD
271
True Wealth Design
Ohio
$101K +$98.6K +5,791 New
HCP
272
Hexagon Capital Partners
Arkansas
$95.2K +$16.2K +949 +21%
CA
273
Continuum Advisory
Idaho
$88.6K -$1.45K -85 -2%
SAM
274
S.A. Mason
Michigan
$87.6K -$30.6K -1,800 -26%
VFM
275
Viking Fund Management
North Dakota
$87.6K