347 hedge funds and large institutions have $3.36B invested in Wendy's in 2019 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 109 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+23
Holders Change %
+7.1%
% of All Funds
7.62%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
58
Increased
109
Reduced
110
Closed
34
Calls
$25.3M
Puts
$13.2M
Net Calls
+$12.2M
Net Calls Change
-$5.09M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
301
Lenox Wealth Advisors
New York
$15K
SPIA
302
Steward Partners Investment Advisory
New York
$15K +$3.36K +173 +29%
VCM
303
Versant Capital Management
Arizona
$14K
AF
304
Advisornet Financial
Minnesota
$14K +$9.79K +500 +233%
RIA
305
Realta Investment Advisors
Delaware
$12K -$24.3K -1,217 -67%
EIP
306
Ellis Investment Partners
Pennsylvania
$12K -$3.92K -197 -25%
AA
307
AlphaMark Advisors
Kentucky
$12K
WAP
308
Wealthcare Advisory Partners
Pennsylvania
$11K +$11K +543 New
RCAG
309
Rehmann Capital Advisory Group
Michigan
$11K
MCA
310
Mercer Capital Advisers
New Jersey
$10K
ME
311
McIlrath & Eck
Washington
$10K
GWM
312
Geneos Wealth Management
Colorado
$10K +$18 +1 +0.2%
HIIFS
313
Harel Insurance Investments & Financial Services
Israel
$10K +$10K +504 New
S
314
SignatureFD
Georgia
$10K +$10K +509 New
BFEC
315
Benjamin F. Edwards & Company
Missouri
$9K +$59 +3 +0.7%
RWA
316
Ropes Wealth Advisors
Massachusetts
$8K
FMP
317
Financial Management Professionals
Texas
$8K
IA
318
IFP Advisors
Florida
$8K +$8K +400 New
QCG
319
Quadrant Capital Group
Ohio
$7K
SL
320
Salomon & Ludwin
Virginia
$7K
ClearBridge Investments
321
ClearBridge Investments
New York
$7K +$6.98K +357 +35,700%
GAM
322
Gemmer Asset Management
California
$6K
RCC
323
Red Cedar Capital
Nebraska
$5K
CAL
324
Capital Advisors Ltd
Ohio
$5K
RFM
325
Royal Fund Management
Florida
$5K