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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 %
HI
351
Harbour Investments
Wisconsin
$5.2K -$771 -44 -13%
CAL
352
Capital Advisors Ltd
Ohio
$5K – – –
PGAM
353
Princeton Global Asset Management
New Jersey
$4.99K – – –
DJSG
354
D.J. St. Germain
Massachusetts
$4.99K +$1.95K +111 +64%
NA
355
NewEdge Advisors
Louisiana
$4.5K +$17 +1 +0.4%
AWM
356
Abound Wealth Management
Tennessee
$3.96K – – –
CPG
357
Cornerstone Planning Group
New Jersey
$3.76K -$4.81K -237 -56%
Mitsubishi UFJ Asset Management
358
Mitsubishi UFJ Asset Management
Japan
$3.73K – – –
FCT
359
First Community Trust
Iowa
$3.5K -$2.63K -150 -43%
TCG
360
Transcendent Capital Group
Oklahoma
$3.5K – – –
EWA
361
EverSource Wealth Advisors
Alabama
$3.42K – – –
SWM
362
Spire Wealth Management
Virginia
$3.21K +$2.16K +123 +205%
BTI
363
Blue Trust Inc
Georgia
$3.09K +$526 +31 +21%
HWM
364
Hemington Wealth Management
Virginia
$3K +$3K +188 New
BBPWM
365
Blue Bell Private Wealth Management
Pennsylvania
$2.75K – – –
AssetMark Inc
366
AssetMark Inc
California
$2.66K +$1.61K +92 +153%
CA
367
Claris Advisors
Missouri
$2.5K +$2.5K +143 New
RTL
368
Red Tortoise LLC
Georgia
$2.35K – – –
NFSG
369
Newbridge Financial Services Group
Florida
$1.89K +$1.89K +108 New
IAIM
370
International Assets Investment Management
Florida
$1.87K +$1.76K +30,743 +1,563%
JWA
371
JFS Wealth Advisors
Pennsylvania
$1.82K -$53 -3 -3%
WAS
372
Winch Advisory Services
Wisconsin
$1.78K +$1.78K +101 New
SAM
373
Smartleaf Asset Management
Massachusetts
$1.73K -$356 -20 -17%
EBA
374
Eagle Bay Advisors
New York
$1.64K +$1.64K +93 New
BIG
375
Brooklyn Investment Group
New York
$1.44K +$1.44K +82 New
13 14
15
16 17