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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
301
Farmers & Merchants Investments Inc
Nebraska
$22.1K – – –
BFEC
302
Benjamin F. Edwards & Company
Missouri
$21K +$1.13K +57 +6%
PS
303
Principal Securities
Iowa
$20.7K +$20.7K +1,065 New
S
304
SignatureFD
Georgia
$19.8K -$8.38K -430 -30%
CFD
305
Creative Financial Designs
Indiana
$19.5K +$136 +7 +0.7%
Nomura Asset Management
306
Nomura Asset Management
Japan
$19.5K – – –
AI
307
AdvisorShares Investments
Maryland
$19K – – –
SPIA
308
Steward Partners Investment Advisory
New York
$16.1K -$97.8K -5,022 -86%
OIA
309
Optimum Investment Advisors
Illinois
$15.6K – – –
AssetMark Inc
310
AssetMark Inc
California
$14.8K +$14.8K +762 New
PAI
311
Pittenger & Anderson Inc
Nebraska
$14.6K – – –
QC
312
Quent Capital
New York
$13.3K +$2.65K +136 +25%
AF
313
Arrow Financial
New York
$13.1K – – –
VNA
314
Valley National Advisers
Pennsylvania
$13K +$13K +669 New
PGAM
315
Princeton Global Asset Management
New Jersey
$11.7K -$3.9K -200 -25%
VWWMG
316
Vermillion & White Wealth Management Group
Pennsylvania
$11.7K +$11.7K +600 New
PWA
317
Provenance Wealth Advisors
Florida
$11K – – –
AA
318
AlphaMark Advisors
Kentucky
$11K – – –
SWM
319
Spire Wealth Management
Virginia
$10.8K -$18.3K -954 -63%
ITIM
320
Indiana Trust & Investment Management
Indiana
$10.5K – – –
CAC
321
Core Alternative Capital
Georgia
$9.32K -$915 -47 -9%
ME
322
McIlrath & Eck
Washington
$9.27K – – –
UB
323
UMB Bank
Missouri
$8.28K – – –
FMP
324
Financial Management Professionals
Texas
$8K – – –
CPG
325
Cornerstone Planning Group
New Jersey
$7.98K +$97 +5 +1%
11 12
13
14 15