311 hedge funds and large institutions have $3.2B invested in Wendy's in 2018 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 100 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+7
Holders Change %
+2.3%
% of All Funds
7.13%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
45
Increased
85
Reduced
100
Closed
35
Calls
$49.3M
Puts
$17M
Net Calls
+$32.3M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
276
Valeo Financial Advisors
Indiana
$5K -$1.67K -100 -25%
GAM
277
Gemmer Asset Management
California
$5K
MFW
278
Mosaic Family Wealth
Missouri
$5K
OIA
279
OneDigital Investment Advisors
Kansas
$5K
PHK
280
Point72 Hong Kong
Hong Kong
$5K +$5K +289 New
BBHC
281
Brown Brothers Harriman & Co
New York
$5K +$5K +300 New
CAL
282
Capital Advisors Ltd
Ohio
$4K
PCG
283
Private Capital Group
Connecticut
$4K
RCC
284
Red Cedar Capital
Nebraska
$4K
TDC
285
Thompson Davis & Co
Virginia
$4K +$2K +125 +100%
PFSC
286
Peoples Financial Services Corp
Pennsylvania
$4K +$4K +212 New
THWM
287
Taylor Hoffman Wealth Management
Virginia
$3K
JA
288
JOYN Advisors
Georgia
$3K +$1.44K +89 +93%
ECM
289
Exchange Capital Management
Michigan
$3K +$3K +200 New
DBT
290
Dubuque Bank & Trust
Iowa
$2K
Nisa Investment Advisors
291
Nisa Investment Advisors
Missouri
$2K
PCP
292
Proficio Capital Partners
Massachusetts
$2K
AF
293
Advisornet Financial
Minnesota
$2K +$14 +1 +0.7%
RCG
294
Ruggie Capital Group
Florida
$2K +$2K +142 New
EARNEST Partners
295
EARNEST Partners
Georgia
$1K
QI
296
QS Investors
New York
$1K
TJHA
297
Thomas J. Herzfeld Advisors
Florida
$1K
BWM
298
Baystate Wealth Management
Massachusetts
$1K
PA
299
Parallel Advisors
California
$1K
CAC
300
Certified Advisory Corp
Florida
$1K