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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
MPWT
351
MassMutual Private Wealth & Trust
Connecticut
$6.22K -$238 -14 -4%
NB
352
NBT Bank
New York
$5.94K +$85 +5 +1%
TSMHT
353
Thurston Springer Miller Herd & Titak
Indiana
$5.26K
HI
354
Harbour Investments
Wisconsin
$5.2K -$749 -44 -13%
CAL
355
Capital Advisors Ltd
Ohio
$5K
PGAM
356
Princeton Global Asset Management
New Jersey
$4.99K
DJSG
357
D.J. St. Germain
Massachusetts
$4.99K +$1.89K +111 +64%
NA
358
NewEdge Advisors
Louisiana
$4.5K +$17 +1 +0.4%
AWM
359
Abound Wealth Management
Tennessee
$3.96K
CPG
360
Cornerstone Planning Group
New Jersey
$3.76K -$4.04K -237 -56%
Mitsubishi UFJ Asset Management
361
Mitsubishi UFJ Asset Management
Japan
$3.73K
FCT
362
First Community Trust
Iowa
$3.5K -$2.55K -150 -43%
TCG
363
Transcendent Capital Group
Oklahoma
$3.5K
EWA
364
EverSource Wealth Advisors
Alabama
$3.42K
SWM
365
Spire Wealth Management
Virginia
$3.21K +$2.09K +123 +205%
BTI
366
Blue Trust Inc
Georgia
$3.09K +$528 +31 +21%
HWM
367
Hemington Wealth Management
Virginia
$3K +$3.2K +188 New
BBPWM
368
Blue Bell Private Wealth Management
Pennsylvania
$2.75K
AssetMark Inc
369
AssetMark Inc
California
$2.66K +$1.57K +92 +153%
CA
370
Claris Advisors
Missouri
$2.5K +$2.43K +143 New
RTL
371
Red Tortoise LLC
Georgia
$2.35K
NFSG
372
Newbridge Financial Services Group
Florida
$1.89K +$1.84K +108 New
IAIM
373
International Assets Investment Management
Florida
$1.87K +$523K +30,743 +1,563%
JWA
374
JFS Wealth Advisors
Pennsylvania
$1.82K -$51 -3 -3%
WAS
375
Winch Advisory Services
Wisconsin
$1.78K +$1.72K +101 New