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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
Nomura Holdings
401
Nomura Holdings
Japan
-$1.13M -66,713 Closed
AIM
402
Aigen Investment Management
New York
-$1.09M -64,245 Closed
Capstone Investment Advisors
403
Capstone Investment Advisors
New York
-$1.06M -62,220 Closed
RIA
404
Regal Investment Advisors
Michigan
-$805K -47,439 Closed
AC
405
AXQ Capital
New Jersey
-$792K -46,725 Closed
OQS
406
Occudo Quantitative Strategies
Florida
-$628K -37,055 Closed
JFG
407
Jefferies Financial Group
New York
-$609K -35,928 Closed
RIL
408
Rothschild Investment LLC
Illinois
-$595K -35,100 Closed
QOP
409
Quinn Opportunity Partners
Virginia
-$577K -34,000 Closed
PP
410
Paloma Partners
Connecticut
-$523K -30,838 Closed
CCIA
411
Campbell & Co Investment Adviser
Maryland
-$493K -29,049 Closed
PTC
412
Petrus Trust Company
Texas
-$309K -18,210 Closed
CT
413
ClearAlpha Technologies
Connecticut
-$300K -17,710 Closed
AG
414
Algert Global
California
-$298K -17,599 Closed
HR
415
Hardy Reed
Mississippi
-$290K -17,110 Closed
GVAG
416
Great Valley Advisor Group
Delaware
-$287K -16,900 Closed
OAC
417
OMERS Administration Corp
Ontario, Canada
-$282K -16,600 Closed
BC
418
Burney Company
Virginia
-$276K -16,288 Closed
GF
419
Gries Financial
Ohio
-$267K -15,759 Closed
ORG
420
Optimist Retirement Group
Washington
-$254K -14,951 Closed
IIM
421
INTECH Investment Management
Florida
-$251K -14,820 Closed
MFG
422
Merit Financial Group
Georgia
-$248K -14,647 Closed
MSRPS
423
Maryland State Retirement & Pension System
Maryland
-$231K -13,617 Closed
GCIA
424
Gabelli & Co Investment Advisers
New York
-$220K -13,000 Closed
PAG
425
Private Advisor Group
New Jersey
-$209K -12,306 Closed