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Wendy's
WEN

Overview Fund Activity

345 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
117
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$116M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.3M
3
SSA
Schonfeld Strategic Advisors
New York
$35.9M
4
Marshall Wace
Marshall Wace
United Kingdom
$25M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$37.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$81.6M
2
Millennium Management
Millennium Management
New York
$52M
3
Harris Associates
Harris Associates
Illinois
$112M
4
Deutsche Bank
Deutsche Bank
Germany
$40.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
326
Advisornet Financial
Minnesota
$1.02K +$1.02K +45 New
BTI
327
Blue Trust Inc
Georgia
$1K -$514 -18 -34%
MPWT
328
MassMutual Private Wealth & Trust
Connecticut
$1K – – –
TFA
329
Transamerica Financial Advisors
Florida
$1K +$1K +25 New
ST
330
Sageworth Trust
Pennsylvania
$1K +$1K +29 New
SFG
331
Steward Financial Group
Texas
$1K +$1K +72 New
SIC
332
SJS Investment Consulting
Ohio
$973 +$498 +22 +105%
DI
333
Disciplined Investments
Oklahoma
$950 +$249 +11 +35%
MHR
334
Matthew Hamilton Rosenberg
$837 – – –
EI
335
Ellevest Inc
New York
$769 – – –
VCM
336
Versant Capital Management
Arizona
$702 – – –
FGAM
337
Financial Gravity Asset Management
Texas
$640 +$640 +23 New
IWP
338
IAG Wealth Partners
Wisconsin
$611 – – –
BAAM
339
Baker Avenue Asset Management
California
$475 +$475 +21 New
LWANC
340
Laurel Wealth Advisors (North Carolina)
North Carolina
$340 +$340 +15 New
TWA
341
TCI Wealth Advisors
Arizona
$272 +$23 +1 +9%
LFG
342
Larson Financial Group
Missouri
$158 – – –
UOC
343
UBS O'Connor
Illinois
– -$8.02M -429,000 Closed
Bank of Nova Scotia
344
Bank of Nova Scotia
Ontario, Canada
– -$5.27M -282,000 Closed
BC
345
Brookfield Corp
Ontario, Canada
– -$2.85M -152,580 Closed
Point72 Asset Management
346
Point72 Asset Management
Connecticut
– -$2.75M -147,338 Closed
Nomura Holdings
347
Nomura Holdings
Japan
– -$2.52M -134,898 Closed
Los Angeles Capital Management
348
Los Angeles Capital Management
California
– -$2.27M -121,283 Closed
DA
349
Duality Advisers
Florida
– -$1.53M -81,826 Closed
ECM
350
ExodusPoint Capital Management
New York
– -$1.35M -72,169 Closed
12 13
14
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