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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
376
First Manhattan
New York
$564 – – –
IWP
377
IAG Wealth Partners
Wisconsin
$526 – – –
CA
378
Clearstead Advisors
Ohio
$390 -$390 -20 -50%
LWANC
379
Laurel Wealth Advisors (North Carolina)
North Carolina
$293 – – –
CPA
380
Clear Point Advisors
New York
$214 +$214 +11 New
SA
381
Scarborough Advisors
Maryland
$169 +$169 +9 New
TCM
382
Tradewinds Capital Management
Washington
$156 – – –
LFG
383
Larson Financial Group
Missouri
$136 – – –
TSWM
384
Tyler-Stone Wealth Management
Ohio
$79 – – –
TWP
385
TFO Wealth Partners
Ohio
$78 – – –
BFS
386
Burkett Financial Services
South Carolina
$8 – – –
Balyasny Asset Management
387
Balyasny Asset Management
Illinois
– -$41.3M -2,024,742 Closed
WP
388
Woodline Partners
California
– -$12.3M -603,953 Closed
IWA
389
IBEX Wealth Advisors
New Jersey
– -$4.29M -210,027 Closed
SWM
390
Sendero Wealth Management
Texas
– -$1.94M -95,271 Closed
TI
391
Trexquant Investment
Connecticut
– -$1.79M -87,912 Closed
LOAMU
392
Lombard Odier Asset Management (USA)
New York
– -$1.06M -51,706 Closed
WB
393
WesBanco Bank
West Virginia
– -$876K -42,915 Closed
Daiwa Securities Group
394
Daiwa Securities Group
Japan
– -$817K -40,050 Closed
CIP
395
Convergence Investment Partners
Florida
– -$749K -36,701 Closed
DC
396
Diametric Capital
Massachusetts
– -$546K -26,761 Closed
EF
397
Empowered Funds
Pennsylvania
– -$491K -24,068 Closed
IMC Chicago
398
IMC Chicago
Illinois
– -$345K -16,921 Closed
DFCM
399
Dark Forest Capital Management
Puerto Rico
– -$344K -16,869 Closed
OQS
400
Occudo Quantitative Strategies
Florida
– -$328K -16,071 Closed
13 14 15
16
17