WEN icon

Wendy's
WEN

Overview Fund Activity

420 hedge funds and large institutions have $3.04B invested in Wendy's in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
86
Increased
136
Reduced
137
Closed
48
Calls
$30M
Puts
$27.7M
Net Calls
+$2.35M
Net Calls Change
-$7.54M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.5M
2
Squarepoint
2
Squarepoint
New York
$81.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$31.2M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$25.6M
5
UBS Group
5
UBS Group
Switzerland
$29.7M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$48.2M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$15M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
301
Sterling Capital Management
North Carolina
$108K +$28.4K +1,742 +36%
IA
302
IFP Advisors
Florida
$108K +$38.1K +2,338 +55%
Jones Financial Companies
303
Jones Financial Companies
Missouri
$106K +$85.6K +5,251 +424%
UB
304
UMB Bank
Missouri
$103K +$5.48K +336 +6%
KBC Group
305
KBC Group
Belgium
$99K +$40.9K +2,518 +70%
DekaBank Deutsche Girozentrale
306
DekaBank Deutsche Girozentrale
Germany
$97K – – –
HCP
307
Hexagon Capital Partners
Arkansas
$86K -$2.53K -155 -3%
VFM
308
Viking Fund Management
North Dakota
$81.5K – – –
HT
309
Headlands Technologies
Illinois
$69.1K -$377K -23,113 -85%
NAAA
310
New Age Alpha Advisors
New York
$67.3K +$67.3K +4,131 New
C
311
Covestor
United Kingdom
$66K -$6.29K -384 -9%
RFS
312
Richardson Financial Services
Massachusetts
$61.5K -$18.6K -1,145 -23%
PBK
313
Peoples Bank (Kansas)
Kansas
$59.9K – – –
SAM
314
S.A. Mason
Michigan
$58.7K -$22.8K -1,400 -28%
QCG
315
Quadrant Capital Group
Ohio
$56.7K -$13.8K -849 -20%
SNB
316
Security National Bank
Nebraska
$55.8K +$55.8K +3,423 New
S
317
SignatureFD
Georgia
$54.5K -$5.62K -345 -9%
CA
318
Continuum Advisory
Idaho
$52.8K -$25.3K -1,555 -32%
GWM
319
Geneos Wealth Management
Colorado
$52.1K -$815 -50 -2%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$50.6K +$16.1K +985 +46%
PA
321
Parallel Advisors
California
$48.7K +$14.3K +880 +42%
Russell Investments Group
322
Russell Investments Group
United Kingdom
$48.7K -$14.7K -904 -23%
PK
323
Pflug Koory
Nebraska
$45.7K – – –
HIM
324
Hillsdale Investment Management
Ontario, Canada
$45.6K +$45.6K +2,800 New
LC
325
Lindbrook Capital
California
$41.5K -$4.83K -296 -10%
11 12
13
14 15