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Wendy's
WEN

Overview Fund Activity

339 hedge funds and large institutions have $3.6B invested in Wendy's in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-6
Holders Change %
-1.74%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
135
Reduced
94
Closed
44
Calls
$25.6M
Puts
$14.9M
Net Calls
+$10.7M
Net Calls Change
-$8.45M

Top Buyers

1
BlackRock
BlackRock
New York
$444M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.2M
3
Charles Schwab
Charles Schwab
California
$99.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$438M

Top Sellers

1
TFM
Trian Fund Management
New York
$473M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.74M
3
SSA
Schonfeld Strategic Advisors
New York
$7.66M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Walleye Capital
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCFS
301
First Command Financial Services
Texas
$4.75K – – –
FCB
302
First Command Bank
Texas
$4.75K – – –
NSG
303
Nalls Sherbakoff Group
Tennessee
$4.5K +$4.5K +212 New
KFS
304
Kelly Financial Services
Massachusetts
$4.36K – – –
Bessemer Group
305
Bessemer Group
New Jersey
$4K +$4K +190 New
BBPWM
306
Blue Bell Private Wealth Management
Pennsylvania
$3.42K – – –
FFA
307
Farther Finance Advisors
California
$3.2K +$3.2K +147 New
TAIM
308
TD Ameritrade Investment Management
Nebraska
$3K -$913 -42 -23%
TWM
309
Tradition Wealth Management
Minnesota
$3K – – –
SFG
310
Steward Financial Group
Texas
$3K +$1.56K +78 +108%
FCA
311
Fortis Capital Advisors
Kansas
$2.72K +$2.72K +125 New
BIA
312
Bell Investment Advisors
California
$2.48K +$523 +24 +27%
JWA
313
JFS Wealth Advisors
Pennsylvania
$2.35K -$240 -11 -9%
SC
314
Schubert & Co
Texas
$2.35K -$87 -4 -4%
CSC
315
Caldwell Sutter Capital
California
$2.18K +$2.18K +100 New
BTI
316
Blue Trust Inc
Georgia
$2K +$1.22K +55 +157%
Commonwealth Equity Services
317
Commonwealth Equity Services
Massachusetts
$1.75K +$17 +763 +1%
GWS
318
Glassman Wealth Services
Virginia
$1.72K +$218 +10 +14%
HI
319
Hoey Investments
Pennsylvania
$1.63K – – –
EWA
320
EverSource Wealth Advisors
Alabama
$1.07K – – –
HWM
321
HighMark Wealth Management
Minnesota
$1.05K – – –
AF
322
Advisornet Financial
Minnesota
$1.02K +$44 +2 +4%
EARNEST Partners
323
EARNEST Partners
Georgia
$980 – – –
TJHA
324
Thomas J. Herzfeld Advisors
Florida
$915 +$915 +42 New
SIC
325
SJS Investment Consulting
Ohio
$872 -$65 -3 -7%
11 12
13
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