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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
326
Global Retirement Partners
California
$4K +$4.93K +219 New
CA
327
Clearstead Advisors
Ohio
$3K
BBPWM
328
Blue Bell Private Wealth Management
Pennsylvania
$2K
CWC
329
Carolinas Wealth Consulting
North Carolina
$2K
CFGS
330
Concourse Financial Group Securities
Alabama
$2K
FWM
331
Focused Wealth Management
New York
$2K
JWA
332
JFS Wealth Advisors
Pennsylvania
$2K +$1.53K +68 +158%
HI
333
Hoey Investments
Pennsylvania
$2K +$1.69K +75 New
FPS
334
Fieldpoint Private Securities
Connecticut
$1K -$789 -35 -47%
GWS
335
Glassman Wealth Services
Virginia
$1K -$225 -10 -27%
AssetMark Inc
336
AssetMark Inc
California
$1K
EARNEST Partners
337
EARNEST Partners
Georgia
$1K
EI
338
Ellevest Inc
New York
$1K
HWM
339
HighMark Wealth Management
Minnesota
$1K
IWP
340
IAG Wealth Partners
Wisconsin
$1K
SC
341
Schubert & Co
Texas
$1K +$158 +7 +24%
DI
342
Disciplined Investments
Oklahoma
$1K +$721 +32 New
MPWT
343
MassMutual Private Wealth & Trust
Connecticut
$1K +$744 +33 New
CI
344
Cordant Inc
Oregon
$1K +$1.42K +63 New
T
345
TCWP
Ohio
$1K +$1.85K +82 New
SWA
346
Sutton Wealth Advisors
Florida
$659 +$90 +4 +15%
MIFH
347
Migdal Insurance & Financial Holdings
Israel
-$28.6M -1,200,000 Closed
JIM
348
JCP Investment Management
Texas
-$13.7M -575,969 Closed
Marshall Wace
349
Marshall Wace
United Kingdom
-$11.9M -497,258 Closed
Nomura Holdings
350
Nomura Holdings
Japan
-$11.1M -464,920 Closed