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Wendy's
WEN

Overview Fund Activity

345 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
117
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$116M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.3M
3
SSA
Schonfeld Strategic Advisors
New York
$35.9M
4
Marshall Wace
Marshall Wace
United Kingdom
$25M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$37.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$81.6M
2
Millennium Management
Millennium Management
New York
$52M
3
Harris Associates
Harris Associates
Illinois
$112M
4
Deutsche Bank
Deutsche Bank
Germany
$40.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCC
301
Red Cedar Capital
Nebraska
$6K – – –
CAL
302
Capital Advisors Ltd
Ohio
$6K +$1.89K +115 +46%
AWM
303
Abound Wealth Management
Tennessee
$5.11K – – –
FCFS
304
First Command Financial Services
Texas
$5K – – –
FCB
305
First Command Bank
Texas
$5K – – –
KFS
306
Kelly Financial Services
Massachusetts
$4.53K – – –
NA
307
NewEdge Advisors
Louisiana
$4.31K +$4.31K +1,050 New
First Manhattan
308
First Manhattan
New York
$4.16K +$3.51K +155 +534%
TAIM
309
TD Ameritrade Investment Management
Nebraska
$4K -$4.93K -222 -55%
BBPWM
310
Blue Bell Private Wealth Management
Pennsylvania
$3.55K +$1.29K +57 +57%
TWM
311
Tradition Wealth Management
Minnesota
$3K +$3K +127 New
HI
312
Harbour Investments
Wisconsin
$2.76K -$13.1K -578 -83%
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.69K +$136 +6 +5%
SC
314
Schubert & Co
Texas
$2.54K -$45 -2 -2%
BIA
315
Bell Investment Advisors
California
$2.04K – – –
TCM
316
Tradewinds Capital Management
Washington
$1.99K – – –
AF
317
Allworth Financial
California
$1.87K -$11.5K -504 -86%
GI
318
Gradient Investments
Minnesota
$1.72K +$1.72K +76 New
HI
319
Hoey Investments
Pennsylvania
$1.7K – – –
GWS
320
Glassman Wealth Services
Virginia
$1.56K – – –
SWA
321
Sutton Wealth Advisors
Florida
$1.47K – – –
EWA
322
EverSource Wealth Advisors
Alabama
$1.11K – – –
HWM
323
HighMark Wealth Management
Minnesota
$1.08K +$23 +1 +2%
TWP
324
TFO Wealth Partners
Ohio
$1.02K +$1.02K +7 New
EARNEST Partners
325
EARNEST Partners
Georgia
$1.02K – – –
11 12
13
14 15