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Wendy's
WEN

Overview Fund Activity

322 hedge funds and large institutions have $3.28B invested in Wendy's in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-2
Holders Change %
-0.62%
% of All Funds
5.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
38
Increased
91
Reduced
130
Closed
38
Calls
$11.8M
Puts
$9.73M
Net Calls
+$2.09M
Net Calls Change
+$17M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$50.9M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$100M
3
Renaissance Technologies
Renaissance Technologies
New York
$47.2M
4
Deutsche Bank
Deutsche Bank
Germany
$30.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$147M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$685K
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
Invesco
Invesco
Georgia
$8.03M
4
CS
Credit Suisse
Switzerland
$4.4M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
301
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +174 New
BC
302
Burleson & Co
California
$4K +$4K +212 New
VNA
303
Valley National Advisers
Pennsylvania
$3K – – –
EI
304
Ellevest Inc
New York
$3K +$246 +14 +9%
HI
305
Harbour Investments
Wisconsin
$3K +$3K +132 New
EFSCE
306
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CWC
307
Carolinas Wealth Consulting
North Carolina
$2K – – –
IWP
308
IAG Wealth Partners
Wisconsin
$1K – – –
GWS
309
Glassman Wealth Services
Virginia
$1K – – –
HWM
310
HighMark Wealth Management
Minnesota
$1K – – –
EARNEST Partners
311
EARNEST Partners
Georgia
$1K – – –
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$1K +$1K +47 New
TPCW
313
TD Private Client Wealth
New York
$486 -$61 -3 -11%
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$43 – – –
BBHC
315
Brown Brothers Harriman & Co
New York
$10 -$4 -192 -29%
Balyasny Asset Management
316
Balyasny Asset Management
Illinois
– -$34.7M -1,581,749 Closed
Loomis, Sayles & Company
317
Loomis, Sayles & Company
Massachusetts
– -$24M -1,096,628 Closed
IP
318
Interval Partners
New York
– -$19.3M -879,693 Closed
ACM
319
Anomaly Capital Management
New York
– -$11.4M -520,780 Closed
BAM
320
Blueshift Asset Management
New Jersey
– -$5.18M -236,066 Closed
DTL
321
Dynamic Technology Lab
Singapore
– -$3.08M -140,289 Closed
BPGAM
322
BTG Pactual Global Asset Management
Bermuda
– -$2.2M -100,555 Closed
ECM
323
Empirical Capital Management
Tennessee
– -$2.19M -100,000 Closed
TC
324
TwinBeech Capital
New York
– -$2.18M -99,519 Closed
MSA
325
Mason Street Advisors
Wisconsin
– -$2.1M -95,740 Closed
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