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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
301
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K – – –
SIS
302
Strategic Investment Solutions
Illinois
$28.1K +$368 +21 +1%
Kovitz Investment Group Partners
303
Kovitz Investment Group Partners
Illinois
$27.4K +$27.4K +15,192 New
VCM
304
Versant Capital Management
Arizona
$27.2K +$17.2K +983 +172%
AF
305
Allworth Financial
California
$26.8K -$41.1K -2,348 -61%
FMB
306
Field & Main Bank
Kentucky
$26.3K – – –
LI
307
LRI Investments
Florida
$23.2K – – –
SPIA
308
Steward Partners Investment Advisory
New York
$22.5K +$14.9K +850 +195%
AAP
309
Arax Advisory Partners
Colorado
$22.1K +$15.3K +873 +224%
Jones Financial Companies
310
Jones Financial Companies
Missouri
$22K -$249 -14 -1%
FUBT
311
First United Bank & Trust
Maryland
$21.6K – – –
PS
312
Principal Securities
Iowa
$21.5K +$2.1K +120 +11%
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$19.9K – – –
CFB
314
Cullen/Frost Bankers
Texas
$18.9K – – –
CFD
315
Creative Financial Designs
Indiana
$18K +$158 +9 +0.9%
Nomura Asset Management
316
Nomura Asset Management
Japan
$17.5K – – –
OC
317
Oarsman Capital
Wisconsin
$17.5K +$17.5K +1,000 New
RA
318
Rise Advisors
New York
$16.1K +$228 +13 +1%
JGCM
319
Joseph Group Capital Management
Ohio
$15.9K -$1.65M -94,320 -99%
MA
320
Montag & Associates
Georgia
$14.9K +$14.9K +850 New
GI
321
GAMMA Investing
California
$14.6K +$2.63K +150 +22%
QC
322
Quent Capital
New York
$14.5K – – –
OIA
323
Optimum Investment Advisors
Illinois
$14K – – –
PAI
324
Pittenger & Anderson Inc
Nebraska
$13.1K – – –
LIS
325
Legacy Investment Solutions
Idaho
$13K +$13K +706 New
11 12
13
14 15