360 hedge funds and large institutions have $3.3B invested in Wendy's in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-25
Holders Change %
-6.49%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
122
Reduced
128
Closed
63
Calls
$19.3M
Puts
$32M
Net Calls
-$12.7M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
GI
326
GAMMA Investing
California
$5.22K -$75 -4 -1%
FFA
327
Farther Finance Advisors
California
$5.06K -$37 -2 -0.7%
CAL
328
Capital Advisors Ltd
Ohio
$5K
OC
329
Oakworth Capital
Alabama
$4.84K
AWM
330
Abound Wealth Management
Tennessee
$4.25K
Mitsubishi UFJ Asset Management
331
Mitsubishi UFJ Asset Management
Japan
$4.01K
KFS
332
Kelly Financial Services
Massachusetts
$3.77K
AIM
333
Anchor Investment Management
South Carolina
$3.77K
TCG
334
Transcendent Capital Group
Oklahoma
$3.77K +$3.77K +200 New
DJSG
335
D.J. St. Germain
Massachusetts
$3.28K
EWA
336
EverSource Wealth Advisors
Alabama
$3.06K -$620 -31 -17%
VF
337
VitalStone Financial
Texas
$3K +$362 +18 +14%
BBPWM
338
Blue Bell Private Wealth Management
Pennsylvania
$2.96K
JWA
339
JFS Wealth Advisors
Pennsylvania
$2.02K -$622 -33 -24%
CSC
340
Caldwell Sutter Capital
California
$1.88K
BIA
341
Bell Investment Advisors
California
$1.17K
MSG
342
Main Street Group
Virginia
$799
ACA
343
American Capital Advisory
Idaho
$785 -$698 -32 -47%
AF
344
Advisornet Financial
Minnesota
$772 +$772 +41 New
AAP
345
Arax Advisory Partners
Colorado
$741 -$4.31K -227 -85%
VCM
346
Versant Capital Management
Arizona
$584 -$264 -14 -31%
SIC
347
SJS Investment Consulting
Ohio
$566 -$94 -5 -14%
First Manhattan
348
First Manhattan
New York
$546
IWP
349
IAG Wealth Partners
Wisconsin
$509
CA
350
Clearstead Advisors
Ohio
$368