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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
326
Private Trust Company
Ohio
$7.79K -$33.3K -1,709 -81%
LFA
327
LGT Financial Advisors
Texas
$7.34K – – –
Bessemer Group
328
Bessemer Group
New Jersey
$7K +$2.84K +130 +68%
FCT
329
First Community Trust
Iowa
$6.82K – – –
AWM
330
Avior Wealth Management
Nebraska
$6.82K +$6.82K +350 New
SL
331
Salomon & Ludwin
Virginia
$6.69K – – –
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$6.57K +$3.1K +159 +89%
BWM
333
Baystate Wealth Management
Massachusetts
$6.39K +$78 +4 +1%
NB
334
NBT Bank
New York
$6.33K +$6.33K +325 New
N
335
Natixis
France
$5.75K +$5.75K +295 New
GI
336
GAMMA Investing
California
$5.37K +$5.37K +281 New
FFA
337
Farther Finance Advisors
California
$5.34K +$4.64K +238 +661%
AAP
338
Arax Advisory Partners
Colorado
$5.18K +$4.21K +216 +432%
OC
339
Oakworth Capital
Alabama
$5.01K +$5.01K +257 New
CAL
340
Capital Advisors Ltd
Ohio
$5K – – –
NICM
341
Neo Ivy Capital Management
New York
$5K +$5K +259 New
AWM
342
Abound Wealth Management
Tennessee
$4.4K – – –
NSG
343
Nalls Sherbakoff Group
Tennessee
$4.13K – – –
LFA
344
Livelsberger Financial Advisory
Ohio
$4.09K +$4.09K +210 New
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$4.07K – – –
ADL
346
Asset Dedication LLC
California
$4K +$4K +231 New
AIM
347
Anchor Investment Management
South Carolina
$3.9K – – –
KFS
348
Kelly Financial Services
Massachusetts
$3.9K – – –
EC
349
EdgeRock Capital
Colorado
$3.81K +$3.81K +200 New
EWA
350
EverSource Wealth Advisors
Alabama
$3.59K -$58 -3 -2%
12 13
14
15 16