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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% 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
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
376
Smartleaf Asset Management
Massachusetts
$1.73K -$340 -20 -17%
EBA
377
Eagle Bay Advisors
New York
$1.64K +$1.58K +93 New
BIG
378
Brooklyn Investment Group
New York
$1.44K +$1.4K +82 New
ACA
379
American Capital Advisory
Idaho
$1.19K
BIA
380
Bell Investment Advisors
California
$1.09K
PFBT
381
Parkside Financial Bank & Trust
Missouri
$701 -$1K -59 -60%
IWP
382
IAG Wealth Partners
Wisconsin
$473
SIC
383
SJS Investment Consulting
Ohio
$438 +$17 +1 +4%
BGAI
384
Bruce G. Allen Investments
Colorado
$385 +$375 +22 New
CA
385
Clearstead Advisors
Ohio
$351
MCM
386
MV Capital Management
Maryland
$298 +$102 +6 +55%
LWANC
387
Laurel Wealth Advisors (North Carolina)
North Carolina
$263
SHF
388
Safe Harbor Fiduciary
Florida
$140 +$136 +8 New
LFG
389
Larson Financial Group
Missouri
$128
BFS
390
Burkett Financial Services
South Carolina
$7
Capital Research Global Investors
391
Capital Research Global Investors
California
-$17.9M -1,056,138 Closed
Assenagon Asset Management
392
Assenagon Asset Management
Luxembourg
-$17.1M -1,007,904 Closed
DKCM
393
Davidson Kempner Capital Management
New York
-$11M -650,000 Closed
Fidelity International
394
Fidelity International
Bermuda
-$6.49M -382,915 Closed
ECM
395
ExodusPoint Capital Management
New York
-$3.01M -177,601 Closed
NICM
396
Neo Ivy Capital Management
New York
-$2.89M -170,264 Closed
TI
397
Trexquant Investment
Connecticut
-$2.69M -158,574 Closed
IMRF
398
Illinois Municipal Retirement Fund
Illinois
-$1.64M -96,447 Closed
CCMG
399
Clark Capital Management Group
Pennsylvania
-$1.17M -68,993 Closed
TD Asset Management
400
TD Asset Management
Ontario, Canada
-$1.14M -67,100 Closed