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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.54B invested in Wendy's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
123
Reduced
119
Closed
53
Calls
$23M
Puts
$21.7M
Net Calls
+$1.28M
Net Calls Change
-$3.33M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$681M
2
Harris Associates
2
Harris Associates
Illinois
$158M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$413M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$827K
2
Macquarie Group
2
Macquarie Group
Australia
$7.51M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$2K 88 -2 -2%
VF
327
VitalStone Financial
Texas
$2K 124 +124 New
SFG
328
Steward Financial Group
Texas
$2K 127 +127 New
GWS
329
Glassman Wealth Services
Virginia
$1.61K 79 – –
GWMIA
330
Global Wealth Management Investment Advisory
Florida
$1.53K 75 +50 +200%
BIA
331
Bell Investment Advisors
California
$1.43K 70 -43 -38%
AAP
332
Arax Advisory Partners
Colorado
$1.02K 50 +50 New
HWM
333
HighMark Wealth Management
Minnesota
$1.01K 49 – –
EARNEST Partners
334
EARNEST Partners
Georgia
$918 45 – –
BAAM
335
Baker Avenue Asset Management
California
$878 43 +22 +105%
SIC
336
SJS Investment Consulting
Ohio
$837 41 +9 +28%
CA
337
Clearstead Advisors
Ohio
$818 40 +20 +100%
Toronto Dominion Bank
338
Toronto Dominion Bank
Ontario, Canada
$816 40 +40 New
FFA
339
Farther Finance Advisors
California
$735 36 -112 -76%
VCM
340
Versant Capital Management
Arizona
$633 31 – –
First Manhattan
341
First Manhattan
New York
$591 29 – –
IWP
342
IAG Wealth Partners
Wisconsin
$551 27 – –
SWA
343
Sutton Wealth Advisors
Florida
$531 26 – –
LWANC
344
Laurel Wealth Advisors (North Carolina)
North Carolina
$307 15 – –
TCM
345
Tradewinds Capital Management
Washington
$164 8 – –
LFG
346
Larson Financial Group
Missouri
$143 7 – –
EAM
347
Eukles Asset Management
Ohio
$122 6 – –
TWP
348
TFO Wealth Partners
Ohio
$87 4 – –
Wellington Management Group
349
Wellington Management Group
Massachusetts
– – -1,167,338 Closed
NCM
350
Nine27 Capital Management
New York
– – -800,000 Closed
12 13
14
15 16