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Wendy's
WEN

Overview Fund Activity

388 hedge funds and large institutions have $2.98B invested in Wendy's in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+28
Holders Change %
+7.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
129
Reduced
119
Closed
40
Calls
$24.7M
Puts
$31M
Net Calls
-$6.33M
Net Calls Change
+$6.34M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$116M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$42.1M
3
Squarepoint
Squarepoint
New York
$59.2M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$17.1M
5
Harris Associates
Harris Associates
Illinois
$161M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$18.1M
2
Citadel Advisors
Citadel Advisors
Florida
$0
3
Millennium Management
Millennium Management
New York
$34.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$86.1M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
351
Oakworth Capital
Alabama
$4.36K – – –
NA
352
NewEdge Advisors
Louisiana
$4.34K -$17.7K -1,045 -80%
Bessemer Group
353
Bessemer Group
New Jersey
$4K -$27.5K -1,634 -87%
AWM
354
Abound Wealth Management
Tennessee
$3.83K – – –
Mitsubishi UFJ Asset Management
355
Mitsubishi UFJ Asset Management
Japan
$3.61K – – –
KFS
356
Kelly Financial Services
Massachusetts
$3.39K – – –
TCG
357
Transcendent Capital Group
Oklahoma
$3.39K – – –
EC
358
EdgeRock Capital
Colorado
$3.39K +$3.39K +200 New
EWA
359
EverSource Wealth Advisors
Alabama
$3.3K +$711 +42 +27%
LIA
360
Lynx Investment Advisory
District of Columbia
$3.26K +$3.26K +192 New
DJSG
361
D.J. St. Germain
Massachusetts
$2.95K – – –
IWA
362
IBEX Wealth Advisors
New Jersey
$2.93K +$2.93K +173 New
BTI
363
Blue Trust Inc
Georgia
$2.85K +$2.85K +151 New
BBPWM
364
Blue Bell Private Wealth Management
Pennsylvania
$2.66K – – –
RTL
365
Red Tortoise LLC
Georgia
$2.27K +$2.27K +134 New
SAM
366
Smartleaf Asset Management
Massachusetts
$1.98K +$1.98K +117 New
JWA
367
JFS Wealth Advisors
Pennsylvania
$1.82K – – –
CSC
368
Caldwell Sutter Capital
California
$1.7K – – –
PFBT
369
Parkside Financial Bank & Trust
Missouri
$1.68K +$1.68K +99 New
TWP
370
Triad Wealth Partners
Kansas
$1.48K +$1.48K +87 New
IC
371
Innealta Capital
Texas
$1.43K +$1.43K +84 New
ACA
372
American Capital Advisory
Idaho
$1.33K +$624 +32 +89%
BIA
373
Bell Investment Advisors
California
$1.05K – – –
SWM
374
Spire Wealth Management
Virginia
$1.02K -$7.57K -446 -88%
AssetMark Inc
375
AssetMark Inc
California
$1.02K -$5.9K -348 -85%
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