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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 %
AIM
401
Aigen Investment Management
New York
– -$1.09M -64,245 Closed
Capstone Investment Advisors
402
Capstone Investment Advisors
New York
– -$1.06M -62,220 Closed
RIA
403
Regal Investment Advisors
Michigan
– -$805K -47,439 Closed
AC
404
AXQ Capital
New Jersey
– -$792K -46,725 Closed
OQS
405
Occudo Quantitative Strategies
Florida
– -$628K -37,055 Closed
JFG
406
Jefferies Financial Group
New York
– -$609K -35,928 Closed
RIL
407
Rothschild Investment LLC
Illinois
– -$595K -35,100 Closed
QOP
408
Quinn Opportunity Partners
Virginia
– -$577K -34,000 Closed
PP
409
Paloma Partners
Connecticut
– -$523K -30,838 Closed
CCIA
410
Campbell & Co Investment Adviser
Maryland
– -$493K -29,049 Closed
PTC
411
Petrus Trust Company
Texas
– -$309K -18,210 Closed
CT
412
ClearAlpha Technologies
Connecticut
– -$300K -17,710 Closed
AG
413
Algert Global
California
– -$298K -17,599 Closed
HR
414
Hardy Reed
Mississippi
– -$290K -17,110 Closed
GVAG
415
Great Valley Advisor Group
Delaware
– -$287K -16,900 Closed
OAC
416
OMERS Administration Corp
Ontario, Canada
– -$282K -16,600 Closed
BC
417
Burney Company
Virginia
– -$276K -16,288 Closed
GF
418
Gries Financial
Ohio
– -$267K -15,759 Closed
ORG
419
Optimist Retirement Group
Washington
– -$254K -14,951 Closed
IIM
420
INTECH Investment Management
Florida
– -$251K -14,820 Closed
MFG
421
Merit Financial Group
Georgia
– -$248K -14,647 Closed
MSRPS
422
Maryland State Retirement & Pension System
Maryland
– -$231K -13,617 Closed
GCIA
423
Gabelli & Co Investment Advisers
New York
– -$220K -13,000 Closed
PAG
424
Private Advisor Group
New Jersey
– -$209K -12,306 Closed
BCM
425
Becker Capital Management
Oregon
– -$208K -12,235 Closed
15 16
17
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