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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WH
251
Whitcomb & Hess
Ohio
$200K +$2.68K +153 +1%
AWA
252
Arkadios Wealth Advisors
Georgia
$199K -$115K -6,566 -37%
FIA
253
Foundations Investment Advisors
Arizona
$198K -$11.8K -672 -6%
PA
254
Pinnacle Associates
New York
$196K – – –
CPIG
255
Chicago Partners Investment Group
Illinois
$194K +$194K +10,132 New
HWM
256
HB Wealth Management
Georgia
$193K +$7.59K +433 +4%
IAA
257
Independent Advisor Alliance
North Carolina
$191K -$18 -1 -0%
GHA
258
GW Henssler & Associates
Georgia
$187K +$187K +10,698 New
CAG
259
Csenge Advisory Group
Florida
$187K -$14.5K -781 -7%
TSS
260
Two Sigma Securities
New York
$181K -$260K -14,864 -59%
AFP
261
Ausdal Financial Partners
Iowa
$179K +$179K +10,224 New
TI
262
Tidal Investments
Wisconsin
$178K -$65.4K -3,733 -27%
BBHC
263
Brown Brothers Harriman & Co
New York
$167K – – –
PW
264
Paladin Wealth
Minnesota
$144K +$144K +8,211 New
TRCT
265
Tower Research Capital (TRC)
New York
$129K -$765K -43,663 -86%
WPWM
266
Western Pacific Wealth Management
Illinois
$111K – – –
VWM
267
Venturi Wealth Management
Texas
$107K +$86.2K +4,921 +423%
UB
268
UMB Bank
Missouri
$105K +$876 +50 +0.8%
DekaBank Deutsche Girozentrale
269
DekaBank Deutsche Girozentrale
Germany
$104K – – –
TWD
270
True Wealth Design
Ohio
$101K +$101K +5,791 New
HCP
271
Hexagon Capital Partners
Arkansas
$95.2K +$16.6K +949 +21%
CA
272
Continuum Advisory
Idaho
$88.6K -$1.57K -85 -2%
SAM
273
S.A. Mason
Michigan
$87.6K -$31.5K -1,800 -26%
VFM
274
Viking Fund Management
North Dakota
$87.6K – – –
SCM
275
Sterling Capital Management
North Carolina
$85.6K +$85.6K +4,883 New
9 10
11
12 13