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Wendy's
WEN

Overview Fund Activity

420 hedge funds and large institutions have $3.04B invested in Wendy's in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 136 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
+31
Holders Change %
+7.97%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
86
Increased
136
Reduced
137
Closed
48
Calls
$30M
Puts
$27.7M
Net Calls
+$2.35M
Net Calls Change
-$7.54M

Top Buyers

1
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$56.5M
2
Squarepoint
2
Squarepoint
New York
$81.1M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$31.2M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$25.6M
5
UBS Group
5
UBS Group
Switzerland
$29.7M

Top Sellers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$14.5M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$48.2M
3
KCM
3
Kodai Capital Management
Illinois
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$15M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$344M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
376
MassMutual Private Wealth & Trust
Connecticut
$5.79K – – –
AWM
377
Avior Wealth Management
Nebraska
$5.71K -$163 -10 -3%
NB
378
NBT Bank
New York
$5.6K +$81 +5 +1%
DJSG
379
D.J. St. Germain
Massachusetts
$4.65K – – –
PGAM
380
Princeton Global Asset Management
New Jersey
$4.65K – – –
CAL
381
Capital Advisors Ltd
Ohio
$4K +$88 +6 +2%
PSFG
382
Park Square Financial Group
Georgia
$3.99K +$3.99K +245 New
BTI
383
Blue Trust Inc
Georgia
$3.82K +$848 +52 +29%
KIM
384
Kestra Investment Management
Texas
$3.77K +$3.77K +231 New
CA
385
Crewe Advisors
Utah
$3.7K +$3.7K +227 New
AWM
386
Abound Wealth Management
Tennessee
$3.68K – – –
Mitsubishi UFJ Asset Management
387
Mitsubishi UFJ Asset Management
Japan
$3.44K – – –
FCT
388
First Community Trust
Iowa
$3.26K – – –
HWM
389
Hemington Wealth Management
Virginia
$3K +$249 +17 +9%
SAM
390
Smartleaf Asset Management
Massachusetts
$2.99K +$1.41K +87 +90%
FFA
391
Farther Finance Advisors
California
$2.87K -$4.05K -248 -58%
BBPWM
392
Blue Bell Private Wealth Management
Pennsylvania
$2.56K – – –
AssetMark Inc
393
AssetMark Inc
California
$2.39K -$81 -5 -3%
SWM
394
Spire Wealth Management
Virginia
$2.25K -$733 -45 -25%
RTL
395
Red Tortoise LLC
Georgia
$2.18K – – –
National Bank of Canada
396
National Bank of Canada
Quebec, Canada
$1.81K +$1.81K +111 New
JWA
397
JFS Wealth Advisors
Pennsylvania
$1.78K +$82 +5 +5%
EBA
398
Eagle Bay Advisors
New York
$1.52K – – –
ACA
399
American Capital Advisory
Idaho
$1.13K +$16 +1 +1%
BIA
400
Bell Investment Advisors
California
$1.01K – – –
14 15
16
17 18