WEN icon

Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
326
Concourse Financial Group Securities
Alabama
$2K – – –
CWC
327
Carolinas Wealth Consulting
North Carolina
$2K +$19 +1 +1%
HWMA
328
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +74 New
BEI
329
Benjamin Edwards Inc
Missouri
$2K +$2K +82 New
FWM
330
Focused Wealth Management
New York
$2K +$2K +85 New
FHA
331
First Horizon Advisors
Tennessee
$2K +$1.89K +100 +1,667%
NFG
332
Next Financial Group
Texas
$2K +$2K +107 New
AssetMark Inc
333
AssetMark Inc
California
$1K -$1.73M -41,408 -100%
GWS
334
Glassman Wealth Services
Virginia
$1K -$24 -1 -2%
IWP
335
IAG Wealth Partners
Wisconsin
$1K – – –
HWM
336
HighMark Wealth Management
Minnesota
$1K – – –
EARNEST Partners
337
EARNEST Partners
Georgia
$1K – – –
EWM
338
Edge Wealth Management
New York
$1K +$1K +41 New
TPCW
339
TD Private Client Wealth
New York
$520 – – –
Nisa Investment Advisors
340
Nisa Investment Advisors
Missouri
$473 -$3.05K -140,704 -87%
BBHC
341
Brown Brothers Harriman & Co
New York
$10 – – –
D.E. Shaw & Co
342
D.E. Shaw & Co
New York
– -$21.1M -902,508 Closed
Balyasny Asset Management
343
Balyasny Asset Management
Illinois
– -$16.5M -705,174 Closed
WAS
344
Wealth Advisory Solutions
Indiana
– -$4.22M -180,315 Closed
HF
345
HRT Financial
New York
– -$2.66M -113,677 Closed
SCM
346
Southport Capital Management
Tennessee
– -$2.14M -91,440 Closed
QC
347
Quadrature Capital
United Kingdom
– -$1.86M -79,416 Closed
CIC
348
Cornercap Investment Counsel
Georgia
– -$1.31M -56,089 Closed
SEC
349
Seven Eight Capital
New York
– -$1.28M -54,743 Closed
VRS
350
Virginia Retirement Systems
Virginia
– -$1.27M -54,400 Closed
12 13
14
15 16