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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
276
Sterling Capital Management
North Carolina
$85.5K +$83.1K +4,883 New
RFS
277
Richardson Financial Services
Massachusetts
$83.5K
FCA
278
FinTrust Capital Advisors
South Carolina
$79K
C
279
Covestor
United Kingdom
$77K +$4.7K +276 +7%
QCG
280
Quadrant Capital Group
Ohio
$75.8K -$1.18K -69 -2%
IA
281
IFP Advisors
Florida
$74.6K +$204 +12 +0.3%
A
282
AlphaQuest
New York
$73.9K -$192K -11,279 -73%
Russell Investments Group
283
Russell Investments Group
United Kingdom
$68.2K +$21.7K +1,276 +49%
S
284
SignatureFD
Georgia
$64.6K +$17.8K +1,046 +40%
PBK
285
Peoples Bank (Kansas)
Kansas
$64.5K
KBC Group
286
KBC Group
Belgium
$63K
GWM
287
Geneos Wealth Management
Colorado
$56.9K +$55.2K +3,245 New
LC
288
Lindbrook Capital
California
$49.8K +$24K +1,410 +98%
PK
289
Pflug Koory
Nebraska
$49.1K +$47.8K +2,805 New
AS
290
AM Squared
Hong Kong
$49.1K +$47.7K +2,800 New
Northwestern Mutual Wealth Management
291
Northwestern Mutual Wealth Management
Wisconsin
$46.4K +$8.51K +500 +23%
DB
292
Danske Bank
Denmark
$43.8K +$42.6K +2,500 New
GRP
293
Global Retirement Partners
California
$43.7K -$1.07K -63 -2%
Amundi
294
Amundi
France
$42.8K +$41.2K +2,420 New
MG
295
Mather Group
Illinois
$39.6K -$1.7K -100 -4%
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$38.8K +$6.69K +393 +22%
BCWM
297
Bartlett & Co Wealth Management
Ohio
$37.2K
HBW
298
Hazlett, Burt & Watson
West Virginia
$37K
PA
299
Parallel Advisors
California
$37K +$12.5K +733 +53%
LSA
300
Leonteq Securities AG
Switzerland
$36.6K -$5.02K -295 -12%