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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
376
Carnegie Investment Counsel
Ohio
-$219K -9,198 Closed
FFM
377
Forum Financial Management
Illinois
-$214K -8,991 Closed
Wolverine Trading
378
Wolverine Trading
Illinois
-$194K -8,589 Closed
AA
379
ALPS Advisors
Colorado
-$202K -8,482 Closed
VI
380
Vestcor Inc
New Brunswick, Canada
-$141K -5,900 Closed
BAM
381
Belpointe Asset Management
Nevada
-$109K -4,598 Closed
SFM
382
Signet Financial Management
New Jersey
-$91K -3,800 Closed
CFCI
383
Comprehensive Financial Consultants Institutional
Indiana
-$72K -3,174 Closed
CA
384
CoreCap Advisors
Michigan
-$59K -2,466 Closed
FQ
385
First Quadrant
California
-$48K -2,000 Closed
SCA
386
Snowden Capital Advisors
New York
-$40K -1,700 Closed
BBHC
387
Brown Brothers Harriman & Co
New York
-$11 -469 Closed
FPWM
388
FSB Premier Wealth Management
Iowa
-$10K -425 Closed
TCWM
389
Total Clarity Wealth Management
Illinois
-$10K -425 Closed
BEI
390
Benjamin Edwards Inc
Missouri
-$10K -414 Closed
PHK
391
Point72 Hong Kong
Hong Kong
-$10K -407 Closed
ST
392
Sageworth Trust
Pennsylvania
-$7K -295 Closed
EWA
393
EverSource Wealth Advisors
Alabama
-$6K -251 Closed
BWM
394
BerganKDV Wealth Management
Minnesota
-$5K -195 Closed
PFGIA
395
Patriot Financial Group Insurance Agency
Massachusetts
-$4K -176 Closed
LAS
396
Lloyd Advisory Services
Georgia
-$3K -144 Closed
FHA
397
First Horizon Advisors
Tennessee
-$2.28K -101 -94%
CWS
398
Confluence Wealth Services
Pennsylvania
-$1K -50 Closed
TJHA
399
Thomas J. Herzfeld Advisors
Florida
-$1K -42 Closed
EWM
400
Edge Wealth Management
New York
-$1K -41 Closed