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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMI
326
Legacy Wealth Management (Idaho)
Idaho
$13K +$13K +706 New
Optiver Holding
327
Optiver Holding
Netherlands
$12.6K +$12.3K +701 +3,338%
CAS
328
Coppell Advisory Solutions
Texas
$12.5K – – –
SIS
329
Sound Income Strategies
Florida
$12.3K +$6.05K +345 +97%
PHK
330
Point72 Hong Kong
Hong Kong
$12.3K – – –
GM
331
GeoWealth Management
Illinois
$11.9K +$11.9K +678 New
AF
332
Arrow Financial
New York
$11.7K – – –
TWC
333
TD Waterhouse Canada
Ontario, Canada
$10.6K – – –
AA
334
AlphaMark Advisors
Kentucky
$10K – – –
ITIM
335
Indiana Trust & Investment Management
Indiana
$9.48K – – –
Bessemer Group
336
Bessemer Group
New Jersey
$9K +$4.92K +287 +121%
SHIM
337
Stone House Investment Management
Pennsylvania
$8.85K – – –
BSB
338
Bangor Savings Bank
Maine
$8.76K – – –
ME
339
McIlrath & Eck
Washington
$8.34K – – –
PCMC
340
Planning Capital Management Corporation
Pennsylvania
$7.75K +$7.75K +442 New
FFA
341
Farther Finance Advisors
California
$7.43K +$123 +7 +2%
EB
342
Eastern Bank
Massachusetts
$7.41K +$7.41K +423 New
PTC
343
Private Trust Company
Ohio
$7.01K – – –
FMP
344
Financial Management Professionals
Texas
$7K – – –
LFA
345
LGT Financial Advisors
Texas
$6.61K – – –
HIA
346
Harbor Investment Advisory
Maryland
$6.57K -$46.9K -2,675 -88%
AWM
347
Avior Wealth Management
Nebraska
$6.31K +$175 +10 +3%
MPWT
348
MassMutual Private Wealth & Trust
Connecticut
$6.22K -$245 -14 -4%
NB
349
NBT Bank
New York
$5.94K +$88 +5 +1%
TSMHT
350
Thurston Springer Miller Herd & Titak
Indiana
$5.26K – – –
12 13
14
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