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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
301
Column Capital Advisors
Indiana
$10K – – –
ME
302
McIlrath & Eck
Washington
$10K – – –
FMP
303
Financial Management Professionals
Texas
$9K – – –
FCB
304
First Command Bank
Texas
$9K +$3.86K +164 +75%
FCFS
305
First Command Financial Services
Texas
$9K +$3.86K +164 +75%
TCWM
306
Total Clarity Wealth Management
Illinois
$9K +$9K +425 New
FPS
307
Fieldpoint Private Securities
Connecticut
$8K – – –
PA
308
PSI Advisors
Florida
$8K +$8K +350 New
ACA
309
Atlas Capital Advisors
Wyoming
$7.15K – – –
CCM
310
Cribstone Capital Management
Maine
$7K – – –
OSAM
311
O'Shaughnessy Asset Management
Connecticut
$6K -$928 -43 -13%
PA
312
Parallel Advisors
California
$5K -$1.59K -76 -24%
CAL
313
Capital Advisors Ltd
Ohio
$5K – – –
RCC
314
Red Cedar Capital
Nebraska
$5K – – –
BC
315
Burleson & Co
California
$5K – – –
PFSC
316
Peoples Financial Services Corp
Pennsylvania
$5K – – –
BIA
317
Bell Investment Advisors
California
$5K +$5K +210 New
COCM
318
Charter Oak Capital Management
New Hampshire
$5K +$5K +236 New
KFS
319
Kelly Financial Services
Massachusetts
$4.34K -$97.2K -4,484 -96%
BWL
320
Bogart Wealth LLC
Virginia
$4K – – –
PFA
321
Professional Financial Advisors
Nebraska
$4K – – –
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$23 +1 +0.6%
GRP
323
Global Retirement Partners
California
$4K +$20 +1 +0.5%
CA
324
Clearstead Advisors
Ohio
$3K – – –
BCA
325
Berman Capital Advisors
Georgia
$3K +$726 +38 +32%
11 12
13
14 15