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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
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$113M
3
KCM
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
Millennium Management
New York
$48.1M
5
Two Sigma Investments
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
TFM
Trian Fund Management
New York
$535M
3
Invesco
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
376
American Capital Advisory
Idaho
$1.19K – – –
BIA
377
Bell Investment Advisors
California
$1.09K – – –
PFBT
378
Parkside Financial Bank & Trust
Missouri
$701 -$1.03K -59 -60%
IWP
379
IAG Wealth Partners
Wisconsin
$473 – – –
SIC
380
SJS Investment Consulting
Ohio
$438 +$18 +1 +4%
BGAI
381
Bruce G. Allen Investments
Colorado
$385 +$385 +22 New
CA
382
Clearstead Advisors
Ohio
$351 – – –
MCM
383
MV Capital Management
Maryland
$298 +$105 +6 +55%
LWANC
384
Laurel Wealth Advisors (North Carolina)
North Carolina
$263 – – –
SHF
385
Safe Harbor Fiduciary
Florida
$140 +$140 +8 New
LFG
386
Larson Financial Group
Missouri
$128 – – –
BFS
387
Burkett Financial Services
South Carolina
$7 -$7 – –
Capital Research Global Investors
388
Capital Research Global Investors
California
– -$17.9M -1,056,138 Closed
Assenagon Asset Management
389
Assenagon Asset Management
Luxembourg
– -$17.1M -1,007,904 Closed
Norges Bank
390
Norges Bank
Norway
– -$11.6M -685,982 Closed
DKCM
391
Davidson Kempner Capital Management
New York
– -$11M -650,000 Closed
Fidelity International
392
Fidelity International
Bermuda
– -$6.49M -382,915 Closed
ECM
393
ExodusPoint Capital Management
New York
– -$3.01M -177,601 Closed
NICM
394
Neo Ivy Capital Management
New York
– -$2.89M -170,264 Closed
TI
395
Trexquant Investment
Connecticut
– -$2.69M -158,574 Closed
TPSF
396
Texas Permanent School Fund
Texas
– -$2.37M -139,868 Closed
IMRF
397
Illinois Municipal Retirement Fund
Illinois
– -$1.64M -96,447 Closed
CCMG
398
Clark Capital Management Group
Pennsylvania
– -$1.17M -68,993 Closed
TD Asset Management
399
TD Asset Management
Ontario, Canada
– -$1.14M -67,100 Closed
Nomura Holdings
400
Nomura Holdings
Japan
– -$1.13M -66,713 Closed
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