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Wendy's
WEN

Overview Fund Activity

420 hedge funds and large institutions have $3.04B invested in Wendy's in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
86
Increased
136
Reduced
137
Closed
48
Calls
$30M
Puts
$27.7M
Net Calls
+$2.35M
Net Calls Change
-$7.54M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.5M
2
Squarepoint
2
Squarepoint
New York
$81.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$31.2M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$25.6M
5
UBS Group
5
UBS Group
Switzerland
$29.7M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$48.2M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$15M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBFS
351
Kohmann Bosshard Financial Services
Ohio
$16.3K +$16.3K +1,000 New
GM
352
GeoWealth Management
Illinois
$15.5K +$4.43K +272 +40%
RA
353
Rise Advisors
New York
$15.2K +$228 +14 +2%
JGCM
354
Joseph Group Capital Management
Ohio
$14.8K – – –
OIA
355
Optimum Investment Advisors
Illinois
$13K – – –
Bessemer Group
356
Bessemer Group
New Jersey
$13K +$4.19K +250 +48%
QC
357
Quent Capital
New York
$12.3K -$1.21K -74 -9%
PAI
358
Pittenger & Anderson Inc
Nebraska
$12.2K – – –
SIS
359
Sound Income Strategies
Florida
$11.5K +$82 +5 +0.7%
CAS
360
Coppell Advisory Solutions
Texas
$11.4K – – –
EWA
361
EverSource Wealth Advisors
Alabama
$10.9K +$7.74K +475 +244%
TSMHT
362
Thurston Springer Miller Herd & Titak
Indiana
$9.78K +$4.89K +300 +100%
TWC
363
TD Waterhouse Canada
Ontario, Canada
$9.77K – – –
AA
364
AlphaMark Advisors
Kentucky
$9K – – –
ITIM
365
Indiana Trust & Investment Management
Indiana
$8.82K – – –
CBT
366
Crews Bank & Trust
Florida
$8.66K +$8.66K +531 New
BSB
367
Bangor Savings Bank
Maine
$8.15K – – –
ME
368
McIlrath & Eck
Washington
$7.76K – – –
FMP
369
Financial Management Professionals
Texas
$6.93K – – –
NWWA
370
New Wave Wealth Advisors
Arkansas
$6.93K +$6.93K +425 New
EB
371
Eastern Bank
Massachusetts
$6.9K – – –
PTC
372
Private Trust Company
Ohio
$6.52K – – –
LFA
373
LGT Financial Advisors
Texas
$6.15K – – –
HIA
374
Harbor Investment Advisory
Maryland
$6.11K – – –
OAJ
375
Ogorek Anthony Joseph
New York
$6K +$6K +425 New
13 14
15
16 17