We are live on ! Find out more

392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
326
Optimum Investment Advisors
Illinois
$14K
PAI
327
Pittenger & Anderson Inc
Nebraska
$13.1K
LIS
328
Legacy Investment Solutions
Idaho
$13K +$12K +706 New
LWMI
329
Legacy Wealth Management (Idaho)
Idaho
$13K +$12K +706 New
Optiver Holding
330
Optiver Holding
Netherlands
$12.6K +$11.9K +701 +3,338%
CAS
331
Coppell Advisory Solutions
Texas
$12.5K
SIS
332
Sound Income Strategies
Florida
$12.3K +$5.87K +345 +97%
PHK
333
Point72 Hong Kong
Hong Kong
$12.3K
GM
334
GeoWealth Management
Illinois
$11.9K +$11.5K +678 New
AF
335
Arrow Financial
New York
$11.7K
TWC
336
TD Waterhouse Canada
Ontario, Canada
$10.6K
AA
337
AlphaMark Advisors
Kentucky
$10K
ITIM
338
Indiana Trust & Investment Management
Indiana
$9.48K
Bessemer Group
339
Bessemer Group
New Jersey
$9K +$4.89K +287 +121%
SHIM
340
Stone House Investment Management
Pennsylvania
$8.85K
BSB
341
Bangor Savings Bank
Maine
$8.76K
ME
342
McIlrath & Eck
Washington
$8.34K
PCMC
343
Planning Capital Management Corporation
Pennsylvania
$7.75K +$7.52K +442 New
FFA
344
Farther Finance Advisors
California
$7.43K +$119 +7 +2%
EB
345
Eastern Bank
Massachusetts
$7.41K +$7.2K +423 New
PTC
346
Private Trust Company
Ohio
$7.01K
FMP
347
Financial Management Professionals
Texas
$7K
LFA
348
LGT Financial Advisors
Texas
$6.61K
HIA
349
Harbor Investment Advisory
Maryland
$6.57K -$45.5K -2,675 -88%
AWM
350
Avior Wealth Management
Nebraska
$6.31K +$170 +10 +3%