WEN icon

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 %
DJSG
351
D.J. St. Germain
Massachusetts
$3.39K – – –
BBPWM
352
Blue Bell Private Wealth Management
Pennsylvania
$3.06K – – –
NS
353
NBC Securities
Alabama
$3K -$292 -19 -9%
VF
354
VitalStone Financial
Texas
$3K +$160 +7 +6%
BTI
355
Blue Trust Inc
Georgia
$3K +$1.02K +45 +51%
HGERS
356
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3K +200 New
SIS
357
Sound Income Strategies
Florida
$2.99K +$2.99K +154 New
GG
358
Greenwood Gearhart
Arkansas
$2.83K +$2.83K +145 New
JWA
359
JFS Wealth Advisors
Pennsylvania
$2.73K +$624 +32 +30%
AGWCA
360
Annis Gardner Whiting Capital Advisors
Florida
$2.12K +$2.12K +109 New
HI
361
Harbour Investments
Wisconsin
$2.1K +$2.1K +108 New
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$1.99K +$1.99K +102 New
BBHC
363
Brown Brothers Harriman & Co
New York
$1.97K +$1.97K +101 New
CSC
364
Caldwell Sutter Capital
California
$1.95K – – –
CHA
365
Carmichael Hill & Associates
Maryland
$1.95K +$1.95K +100 New
GWS
366
Glassman Wealth Services
Virginia
$1.54K – – –
GWMIA
367
Global Wealth Management Investment Advisory
Florida
$1.46K – – –
ACA
368
American Capital Advisory
Idaho
$1.33K +$1.33K +68 New
PFBT
369
Parkside Financial Bank & Trust
Missouri
$1.25K +$1.25K +64 New
BIA
370
Bell Investment Advisors
California
$1.21K -$156 -8 -11%
CG
371
Cutler Group
California
$1K +$1K +100 New
HWM
372
HighMark Wealth Management
Minnesota
$976 +$20 +1 +2%
VCM
373
Versant Capital Management
Arizona
$877 +$273 +14 +45%
MSG
374
Main Street Group
Virginia
$837 +$837 +43 New
SIC
375
SJS Investment Consulting
Ohio
$682 -$117 -6 -15%
13 14
15
16 17