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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFS
276
Richardson Financial Services
Massachusetts
$83.5K – – –
FCA
277
FinTrust Capital Advisors
South Carolina
$79K – – –
C
278
Covestor
United Kingdom
$77K +$4.81K +276 +7%
QCG
279
Quadrant Capital Group
Ohio
$75.8K -$1.21K -69 -2%
IA
280
IFP Advisors
Florida
$74.6K +$210 +12 +0.3%
A
281
AlphaQuest
New York
$73.9K -$198K -11,279 -73%
Russell Investments Group
282
Russell Investments Group
United Kingdom
$68.2K +$22.4K +1,276 +49%
S
283
SignatureFD
Georgia
$64.6K +$18.3K +1,046 +40%
PBK
284
Peoples Bank (Kansas)
Kansas
$64.5K – – –
KBC Group
285
KBC Group
Belgium
$63K – – –
GWM
286
Geneos Wealth Management
Colorado
$56.9K +$56.9K +3,245 New
LC
287
Lindbrook Capital
California
$49.8K +$24.7K +1,410 +98%
PK
288
Pflug Koory
Nebraska
$49.1K +$49.1K +2,805 New
AS
289
AM Squared
Hong Kong
$49.1K +$49.1K +2,800 New
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$46.4K +$8.76K +500 +23%
GRP
291
Global Retirement Partners
California
$43.7K -$1.1K -63 -2%
Amundi
292
Amundi
France
$42.8K +$42.8K +2,420 New
MG
293
Mather Group
Illinois
$39.6K -$1.75K -100 -4%
Fifth Third Bancorp
294
Fifth Third Bancorp
Ohio
$38.8K +$6.89K +393 +22%
BCWM
295
Bartlett & Co Wealth Management
Ohio
$37.2K – – –
HBW
296
Hazlett, Burt & Watson
West Virginia
$37K – – –
PA
297
Parallel Advisors
California
$37K +$12.8K +733 +53%
WSFS
298
Wilmington Savings Fund Society
Delaware
$32.1K +$32.1K +1,835 New
CA
299
CoreCap Advisors
Michigan
$31K – – –
M
300
MOTCO
Texas
$30.3K +$5.5K +314 +22%
10 11
12
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