We are live on ! Find out more

356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Column Capital Advisors
Indiana
$10K
ME
302
McIlrath & Eck
Washington
$10K
FMP
303
Financial Management Professionals
Texas
$9K
GIA
304
GHP Investment Advisors
Colorado
$9K +$9.35K +415 New
FCT
305
First Community Trust
Iowa
$8K
PA
306
PSI Advisors
Florida
$8K
PA
307
Parallel Advisors
California
$8K +$113 +5 +2%
MAM
308
Meeder Asset Management
Ohio
$8K +$8.07K +358 New
ACA
309
Atlas Capital Advisors
Wyoming
$7.25K
CCM
310
Cribstone Capital Management
Maine
$7K
CAC
311
Core Alternative Capital
Georgia
$7K +$7.48K +332 New
Jones Financial Companies
312
Jones Financial Companies
Missouri
$6K -$6.58K -292 -54%
CAL
313
Capital Advisors Ltd
Ohio
$6K
S
314
SignatureFD
Georgia
$6K +$586 +26 +11%
FCB
315
First Command Bank
Texas
$5K -$3.7K -164 -43%
BC
316
Burleson & Co
California
$5K
COCM
317
Charter Oak Capital Management
New Hampshire
$5K
FCFS
318
First Command Financial Services
Texas
$5K
RCC
319
Red Cedar Capital
Nebraska
$5K
TAIM
320
TD Ameritrade Investment Management
Nebraska
$5K +$5.18K +230 New
KFS
321
Kelly Financial Services
Massachusetts
$4.39K
STCOSD
322
Sageworth Trust Company of South Dakota
South Dakota
$4K -$18.1K -801 -82%
Bessemer Group
323
Bessemer Group
New Jersey
$4K -$203 -9 -5%
PFA
324
Professional Financial Advisors
Nebraska
$4K
JFA
325
JNBA Financial Advisors
Minnesota
$4K +$4.51K +200 New