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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
276
Sandy Spring Bank
Maryland
$29K -$5.53K -250 -16%
ST
277
Sageworth Trust
Pennsylvania
$28K – – –
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$25K -$46.4K -2,133 -65%
FF
279
FourThought Financial
Florida
$23K – – –
FMII
280
Farmers & Merchants Investments Inc
Nebraska
$23K +$299 +14 +1%
SWM
281
Spire Wealth Management
Virginia
$22K – – –
LC
282
Lindbrook Capital
California
$19K – – –
HI
283
Harbour Investments
Wisconsin
$19K – – –
FCA
284
FinTrust Capital Advisors
South Carolina
$18K – – –
CAL
285
Capital Analysts LLC
Pennsylvania
$18K +$18K +836 New
GWM
286
Geneos Wealth Management
Colorado
$17K – – –
OIA
287
Optimum Investment Advisors
Illinois
$17K – – –
HI
288
Hudock Inc
Pennsylvania
$16K – – –
LWA
289
Lenox Wealth Advisors
New York
$16K – – –
PAI
290
Pittenger & Anderson Inc
Nebraska
$16K – – –
EIP
291
Ellis Investment Partners
Pennsylvania
$14K +$83 +4 +0.6%
Jones Financial Companies
292
Jones Financial Companies
Missouri
$13K -$1.39K -64 -10%
SWM
293
Selective Wealth Management
Virginia
$13K – – –
AA
294
AlphaMark Advisors
Kentucky
$13K – – –
EVM
295
Eaton Vance Management
Massachusetts
$12K +$9 +3 +0.1%
QCG
296
Quadrant Capital Group
Ohio
$12K +$1.07K +49 +10%
KIG
297
Kowal Investment Group
Wisconsin
$12K +$12K +546 New
PGAM
298
Princeton Global Asset Management
New Jersey
$11K – – –
S
299
SignatureFD
Georgia
$11K +$4.43K +203 +67%
MAM
300
Meeder Asset Management
Ohio
$10K -$186 -9 -2%
10 11
12
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