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Wendy's
WEN

Overview Fund Activity

362 hedge funds and large institutions have $3.61B invested in Wendy's in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
64
Increased
106
Reduced
118
Closed
47
Calls
$77.4M
Puts
$115M
Net Calls
-$37.3M
Net Calls Change
-$7.46M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$125M
2
Citadel Advisors
2
Citadel Advisors
Florida
$96.3M
3
NIG
3
NFJ Investment Group
Texas
$29.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$276M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$11.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$286K
4
Millennium Management
4
Millennium Management
New York
$4.81M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
326
BerganKDV Wealth Management
Minnesota
$5K +$5K +195 New
KFS
327
Kelly Financial Services
Massachusetts
$4.77K – – –
Manulife (Manufacturers Life Insurance)
328
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.76K -$131 -5,490 -3%
BIA
329
Bell Investment Advisors
California
$4K -$1.06K -44 -21%
CA
330
Clearstead Advisors
Ohio
$4K – – –
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$23 +1 +0.6%
CFRPA
332
Castle Financial & Retirement Planning Associates
New Jersey
$4K +$4K +159 New
QC
333
Quent Capital
New York
$4K +$4K +171 New
CWC
334
Carolinas Wealth Consulting
North Carolina
$3K – – –
LAS
335
Lloyd Advisory Services
Georgia
$3K +$3K +144 New
FPS
336
Fieldpoint Private Securities
Connecticut
$2K -$7.47K -280 -79%
CFGS
337
Concourse Financial Group Securities
Alabama
$2K – – –
FWM
338
Focused Wealth Management
New York
$2K +$23 +1 +1%
FHA
339
First Horizon Advisors
Tennessee
$2K +$19 +1 +0.9%
BBPWM
340
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2K +100 New
EI
341
Ellevest Inc
New York
$1K -$61K -2,073 -98%
GWS
342
Glassman Wealth Services
Virginia
$1K -$135 -5 -12%
IWP
343
IAG Wealth Partners
Wisconsin
$1K – – –
EWM
344
Edge Wealth Management
New York
$1K – – –
AssetMark Inc
345
AssetMark Inc
California
$1K – – –
EARNEST Partners
346
EARNEST Partners
Georgia
$1K – – –
HWM
347
HighMark Wealth Management
Minnesota
$1K +$21 +1 +2%
VCM
348
Versant Capital Management
Arizona
$1K +$448 +13 +81%
SC
349
Schubert & Co
Texas
$1K +$1K +29 New
TJHA
350
Thomas J. Herzfeld Advisors
Florida
$1K +$1K +42 New
12 13
14
15 16