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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 %
USAA
426
United Services Automobile Association
Texas
– -$202K -11,928 Closed
SI
427
Stephens Inc
Arkansas
– -$179K -10,548 Closed
EFG
428
Everhart Financial Group
Ohio
– -$174K -10,248 Closed
CM
429
Caption Management
Oklahoma
– -$84.8K -5,000 Closed
VanEck Associates
430
VanEck Associates
New York
– -$47K -2,760 Closed
AA
431
Ancora Advisors
Ohio
– -$38.7K -2,280 Closed
QL
432
Quarry LP
New York
– -$30.2K -1,779 Closed
PAS
433
Point72 Asia (Singapore)
Singapore
– -$25.6K -1,511 Closed
CC
434
Cultivar Capital
Texas
– -$14.4K -850 Closed
VNA
435
Valley National Advisers
Pennsylvania
– -$11K -689 Closed
VWWMG
436
Vermillion & White Wealth Management Group
Pennsylvania
– -$10.2K -600 Closed
N
437
Natixis
France
– -$6.14K -362 Closed
SL
438
Salomon & Ludwin
Virginia
– -$5.26K -310 Closed
OC
439
Oakworth Capital
Alabama
– -$4.36K -257 Closed
KFS
440
Kelly Financial Services
Massachusetts
– -$3.39K -200 Closed
EC
441
EdgeRock Capital
Colorado
– -$3.39K -200 Closed
LIA
442
Lynx Investment Advisory
District of Columbia
– -$3.26K -192 Closed
IWA
443
IBEX Wealth Advisors
New Jersey
– -$2.93K -173 Closed
CSC
444
Caldwell Sutter Capital
California
– -$1.7K -100 Closed
TWP
445
Triad Wealth Partners
Kansas
– -$1.48K -87 Closed
IC
446
Innealta Capital
Texas
– -$1.43K -84 Closed
ATPW
447
Ashton Thomas Private Wealth
Arizona
– -$695 -41 Closed
GIA
448
GHP Investment Advisors
Colorado
– -$391 -23 Closed
CPA
449
Clear Point Advisors
New York
– -$192 -11 Closed
SA
450
Scarborough Advisors
Maryland
– -$151 -9 Closed
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