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Wendy's
WEN

Overview Fund Activity

354 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
354
Holders Change
-8
Holders Change %
-2.21%
% of All Funds
5.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
53
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$54.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$27M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$26M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$24M
5
Ameriprise
5
Ameriprise
Minnesota
$45.1M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.87M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$0
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$52.9M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$78.5M
5
Goldman Sachs
5
Goldman Sachs
New York
$24.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
326
Blue Bell Private Wealth Management
Pennsylvania
$2K – – –
CWC
327
Carolinas Wealth Consulting
North Carolina
$2K – – –
FWM
328
Focused Wealth Management
New York
$2K – – –
CFGS
329
Concourse Financial Group Securities
Alabama
$2K – – –
JWA
330
JFS Wealth Advisors
Pennsylvania
$2K +$1.23K +68 +158%
HI
331
Hoey Investments
Pennsylvania
$2K +$2K +75 New
FPS
332
Fieldpoint Private Securities
Connecticut
$1K -$875 -35 -47%
GWS
333
Glassman Wealth Services
Virginia
$1K -$370 -10 -27%
AssetMark Inc
334
AssetMark Inc
California
$1K – – –
HWM
335
HighMark Wealth Management
Minnesota
$1K – – –
EARNEST Partners
336
EARNEST Partners
Georgia
$1K – – –
EI
337
Ellevest Inc
New York
$1K – – –
IWP
338
IAG Wealth Partners
Wisconsin
$1K – – –
SC
339
Schubert & Co
Texas
$1K +$194 +7 +24%
DI
340
Disciplined Investments
Oklahoma
$1K +$1K +32 New
MPWT
341
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +33 New
CI
342
Cordant Inc
Oregon
$1K +$1K +63 New
T
343
TCWP
Ohio
$1K +$1K +82 New
SWA
344
Sutton Wealth Advisors
Florida
$659 +$88 +4 +15%
MIFH
345
Migdal Insurance & Financial Holdings
Israel
– -$28.6M -1,200,000 Closed
JIM
346
JCP Investment Management
Texas
– -$13.7M -575,969 Closed
Marshall Wace
347
Marshall Wace
United Kingdom
– -$11.9M -497,258 Closed
Nomura Holdings
348
Nomura Holdings
Japan
– -$11.1M -464,920 Closed
Squarepoint
349
Squarepoint
New York
– -$8.21M -344,098 Closed
Balyasny Asset Management
350
Balyasny Asset Management
Illinois
– -$6.76M -283,432 Closed
12 13
14
15 16