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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% 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
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
301
Wilmington Savings Fund Society
Delaware
$32.1K +$31.2K +1,835 New
CA
302
CoreCap Advisors
Michigan
$31K
M
303
MOTCO
Texas
$30.3K +$5.34K +314 +22%
JFGIW
304
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29K
SIS
305
Strategic Investment Solutions
Illinois
$28.1K +$357 +21 +1%
Kovitz Investment Group Partners
306
Kovitz Investment Group Partners
Illinois
$27.4K +$259K +15,192 New
VCM
307
Versant Capital Management
Arizona
$27.2K +$16.7K +983 +172%
AF
308
Allworth Financial
California
$26.8K -$40K -2,348 -61%
FMB
309
Field & Main Bank
Kentucky
$26.3K
LI
310
LRI Investments
Florida
$23.2K
SPIA
311
Steward Partners Investment Advisory
New York
$22.5K +$14.5K +850 +195%
AAP
312
Arax Advisory Partners
Colorado
$22.1K +$14.9K +873 +224%
Jones Financial Companies
313
Jones Financial Companies
Missouri
$22K -$238 -14 -1%
FUBT
314
First United Bank & Trust
Maryland
$21.6K
PS
315
Principal Securities
Iowa
$21.5K +$2.04K +120 +11%
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$19.9K
CFB
317
Cullen/Frost Bankers
Texas
$18.9K
CFD
318
Creative Financial Designs
Indiana
$18K +$153 +9 +0.9%
Nomura Asset Management
319
Nomura Asset Management
Japan
$17.5K
OC
320
Oarsman Capital
Wisconsin
$17.5K +$17K +1,000 New
RA
321
Rise Advisors
New York
$16.1K +$221 +13 +1%
JGCM
322
Joseph Group Capital Management
Ohio
$15.9K -$1.61M -94,320 -99%
MA
323
Montag & Associates
Georgia
$14.9K +$14.5K +850 New
GI
324
GAMMA Investing
California
$14.6K +$2.55K +150 +22%
QC
325
Quent Capital
New York
$14.5K