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Wendy's

321 hedge funds and large institutions have $3.2B invested in Wendy's in 2019 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
321
Holders Change
+7
Holders Change %
+2.23%
% of All Funds
6.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
93
Reduced
99
Closed
45
Calls
$23.5M
Puts
$14M
Net Calls
+$9.48M
Net Calls Change
-$2.99M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
276
Versant Capital Management
Arizona
$14K +$142 +8 +1%
LWA
277
Lenox Wealth Advisors
New York
$13K
SCM
278
Shelton Capital Management
Colorado
$12.8K -$704K -12,612 -98%
AA
279
AlphaMark Advisors
Kentucky
$10K
GWM
280
Geneos Wealth Management
Colorado
$9K -$1.82K -110 -17%
MCA
281
Mercer Capital Advisers
New Jersey
$9K
ME
282
McIlrath & Eck
Washington
$9K
AIL
283
AGF Investments LLC
Ontario, Canada
$9K
FMP
284
Financial Management Professionals
Texas
$8K
BFEC
285
Benjamin F. Edwards & Company
Missouri
$8K +$53 +3 +0.7%
KPW
286
Kore Private Wealth
New York
$8K +$8K +438 New
RWA
287
Ropes Wealth Advisors
Massachusetts
$7K +$7K +403 New
GAM
288
Gemmer Asset Management
California
$6K
QCG
289
Quadrant Capital Group
Ohio
$6K
OIA
290
OneDigital Investment Advisors
Kansas
$6K
BGIM
291
Brandywine Global Investment Management
Pennsylvania
$5K
MFW
292
Mosaic Family Wealth
Missouri
$5K
NWM
293
Northwest Wealth Management
Iowa
$5K
PA
294
Parallel Advisors
California
$4K -$1.86K -93 -32%
BAM
295
Bruderman Asset Management
New York
$4K
WCM
296
WealthBridge Capital Management
Ohio
$4K
RCC
297
Red Cedar Capital
Nebraska
$4K
PFSC
298
Peoples Financial Services Corp
Pennsylvania
$4K
CAL
299
Capital Advisors Ltd
Ohio
$4K
AF
300
Advisornet Financial
Minnesota
$4K +$1.36K +73 +52%