WEN icon

Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
VanEck Associates
276
VanEck Associates
New York
$56K -$21K -1,085 -27%
HCP
277
Hexagon Capital Partners
Arkansas
$55.4K +$42.5K +2,180 +329%
PK
278
Pflug Koory
Nebraska
$54.6K – – –
GRP
279
Global Retirement Partners
California
$52.3K +$1.05K +55 +2%
Fifth Third Bancorp
280
Fifth Third Bancorp
Ohio
$45.8K +$16.8K +863 +58%
AA
281
Ancora Advisors
Ohio
$44.4K +$3.7K +190 +9%
CM
282
Caption Management
Oklahoma
$42.9K – – –
Northwestern Mutual Wealth Management
283
Northwestern Mutual Wealth Management
Wisconsin
$41.8K – – –
BCWM
284
Bartlett & Co Wealth Management
Ohio
$41.4K – – –
QCG
285
Quadrant Capital Group
Ohio
$41.2K +$24.4K +1,255 +146%
HBW
286
Hazlett, Burt & Watson
West Virginia
$41K – – –
BC
287
Bartlett & Co
Ohio
$41K – – –
NA
288
NewEdge Advisors
Louisiana
$35.5K +$5.07K +260 +17%
QL
289
Quarry LP
New York
$33.7K +$33.7K +1,732 New
TWC
290
TD Waterhouse Canada
Ontario, Canada
$33.7K – – –
Walleye Capital
291
Walleye Capital
New York
$31K +$31K +1,590 New
ASN
292
Advisory Services Network
Georgia
$29.9K +$29.9K +1,537 New
EC
293
EntryPoint Capital
New York
$29.9K +$29.9K +1,533 New
FMB
294
Field & Main Bank
Kentucky
$29.2K – – –
SIS
295
Strategic Investment Solutions
Illinois
$28.1K +$28.1K +1,440 New
M
296
MOTCO
Texas
$27.6K – – –
HCM
297
Highlander Capital Management
New Jersey
$27.3K +$19.5K +1,000 +250%
PA
298
Parallel Advisors
California
$26.1K +$5.98K +307 +30%
LC
299
Lindbrook Capital
California
$25.1K +$1.7K +87 +7%
FUBT
300
First United Bank & Trust
Maryland
$24K +$24K +1,233 New
10 11
12
13 14