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Wendy's
WEN

Overview Fund Activity

339 hedge funds and large institutions have $3.6B invested in Wendy's in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-6
Holders Change %
-1.74%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
135
Reduced
94
Closed
44
Calls
$25.6M
Puts
$14.9M
Net Calls
+$10.7M
Net Calls Change
-$8.45M

Top Buyers

1
BlackRock
BlackRock
New York
$444M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.2M
3
Charles Schwab
Charles Schwab
California
$99.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$438M

Top Sellers

1
TFM
Trian Fund Management
New York
$473M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.74M
3
SSA
Schonfeld Strategic Advisors
New York
$7.66M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Walleye Capital
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PGAM
276
Princeton Global Asset Management
New Jersey
$17.4K -$3.35K -154 -16%
OIA
277
Optimum Investment Advisors
Illinois
$17.4K – – –
MC
278
Machina Capital
France
$17.4K +$17.4K +800 New
S
279
SignatureFD
Georgia
$16.6K +$6.64K +305 +66%
PAI
280
Pittenger & Anderson Inc
Nebraska
$16.3K – – –
ME
281
McIlrath & Eck
Washington
$15.2K +$4.86K +223 +47%
AF
282
Arrow Financial
New York
$14.6K -$3.92K -180 -21%
PA
283
Parallel Advisors
California
$14.1K +$7.31K +335 +108%
AA
284
AlphaMark Advisors
Kentucky
$13K – – –
QC
285
Quent Capital
New York
$11.9K – – –
CG
286
Cutler Group
California
$11K +$3.07K +151 +39%
BAM
287
Belpointe Asset Management
Nevada
$11K +$11K +505 New
SWM
288
Spire Wealth Management
Virginia
$10.9K +$10.9K +500 New
QCG
289
Quadrant Capital Group
Ohio
$10.8K -$3.49K -160 -24%
CAC
290
Core Alternative Capital
Georgia
$10.4K +$1.16K +53 +13%
CCA
291
Column Capital Advisors
Indiana
$9.85K – – –
QL
292
Quarry LP
New York
$9.63K +$9.63K +442 New
UB
293
UMB Bank
Missouri
$9.26K – – –
GIA
294
GHP Investment Advisors
Colorado
$9.04K – – –
FMP
295
Financial Management Professionals
Texas
$9K – – –
AAS
296
Ameritas Advisory Services
Nebraska
$8.03K +$8.03K +361 New
FCT
297
First Community Trust
Iowa
$7.62K – – –
BWM
298
Baystate Wealth Management
Massachusetts
$6.88K -$4.27K -196 -38%
CAL
299
Capital Advisors Ltd
Ohio
$5K -$2.29K -115 -31%
AWM
300
Abound Wealth Management
Tennessee
$4.92K – – –
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12
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