Wendy's
339 hedge funds and large institutions have $2.86B invested in Wendy's in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 111 increasing their positions, 104 reducing their positions, and 56 closing their positions.
182% more call options, than puts
Call options by funds: $72.9M | Put options by funds: $25.8M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 104
0.3% more ownership
Funds ownership: 70.41% → 70.7% (+0.3%)
5% less funds holding
Funds holding: 356 → 339 (-17)
13% less capital invested
Capital invested by funds: $3.28B → $2.86B (-$418M)
20% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$66.7M |
| 2 |
Millennium Management
New York
|
+$36.2M |
| 3 |
Goldman Sachs
New York
|
+$25.5M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$23.6M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$33.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$31.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$26.8M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$26M |
| 5 |
Two Sigma Advisers
New York
|
-$20.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
376
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$24.7K | -1,304 | -100% |
|
377
Credit Agricole
Montrouge Cedex,
France
| – | -$22K | -1,000 | Closed |
|
|
SSB
378
Sandy Spring Bank
Olney,
Maryland
| – | -$17K | -769 | Closed |
|
|
GIA
379
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$12K | -555 | Closed |
|
|
FNBOSM
380
First National Bank of South Miami
South Miami,
Florida
| – | -$12K | -535 | Closed |
|
|
IRAG
381
Investment Research & Advisory Group
Atlanta,
Georgia
| – | -$11K | -478 | Closed |
|
|
CA
382
Clearstead Advisors
Cleveland,
Ohio
| – | -$3K | -155 | Closed |
|
|
FWM
383
Focused Wealth Management
Newburgh,
New York
| – | -$2K | -86 | Closed |
|
|
T
384
TCWP
Beachwood,
Ohio
| – | -$1K | -82 | Closed |
|
|
CI
385
Cordant Inc
Portland,
Oregon
| – | -$1K | -63 | Closed |
|
386
AssetMark Inc
Concord,
California
| – | -$1K | -24 | Closed |
|
|
DI
387
Disciplined Investments
Tulsa,
Oklahoma
| – | -$171 | -9 | -28% |
|
388
Capstone Investment Advisors
New York
| – | +$95 | +5 | New |
|
WEN Hedge Fund Activity: Q2 2022 in Review
339 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2022, worth a combined $2.86B — down 13% from $3.28B a quarter earlier.
Sellers outnumbered buyers: 56 funds closed out of WEN and 45 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 111 added.
The largest buyer was Citadel Advisors, adding an estimated $66.7M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $33.1M sold.
- 339 institutional investors held Wendy's (WEN) as of Q2 2022, down from 356 in Q1 2022.
- Funds reported $2.86B of Wendy's stock for Q2 2022, down 13% quarter-over-quarter.
- 45 funds opened new Wendy's positions in Q2 2022 and 56 closed out, a net change of -11 holders.
- The largest Wendy's buyer in Q2 2022 was Citadel Advisors, an estimated $66.7M added.
- The largest Wendy's seller in Q2 2022 was Two Sigma Investments, an estimated $33.1M sold.
Based on aggregated 13F filings for Q2 2022.