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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
276
Spire Wealth Management
Virginia
$22K -$47.3K -2,100 -68%
Credit Agricole
277
Credit Agricole
France
$22K +$22.5K +1,000 New
Nomura Asset Management
278
Nomura Asset Management
Japan
$22K +$22.5K +1,000 New
PGAM
279
Princeton Global Asset Management
New Jersey
$21K
BFEC
280
Benjamin F. Edwards & Company
Missouri
$21K +$68 +3 +0.3%
VRM
281
Vectors Research Management
New York
$20K -$16.9K -752 -46%
LC
282
Lindbrook Capital
California
$19K
FCA
283
FinTrust Capital Advisors
South Carolina
$18K
OIA
284
Optimum Investment Advisors
Illinois
$18K
SSB
285
Sandy Spring Bank
Maryland
$17K -$12.2K -543 -41%
GWM
286
Geneos Wealth Management
Colorado
$16K
LWA
287
Lenox Wealth Advisors
New York
$16K
PAI
288
Pittenger & Anderson Inc
Nebraska
$16K
HI
289
Hudock Inc
Pennsylvania
$15K -$1.24K -55 -7%
EIP
290
Ellis Investment Partners
Pennsylvania
$14K +$90 +4 +0.6%
AA
291
AlphaMark Advisors
Kentucky
$13K
SWM
292
Selective Wealth Management
Virginia
$13K
QC
293
Quent Capital
New York
$13K +$9.69K +430 +251%
FNBOSM
294
First National Bank of South Miami
Florida
$12K -$19.8K -880 -62%
UB
295
UMB Bank
Missouri
$12K
GIA
296
Goodwin Investment Advisory
Georgia
$12K +$12.5K +555 New
LSA
297
Leonteq Securities AG
Switzerland
$11.6K +$11.9K +529 New
IRAG
298
Investment Research & Advisory Group
Georgia
$11K
BWM
299
Baystate Wealth Management
Massachusetts
$11K +$45 +2 +0.4%
QCG
300
Quadrant Capital Group
Ohio
$10K -$518 -23 -5%