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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
BCM
426
Becker Capital Management
Oregon
-$208K -12,235 Closed
USAA
427
United Services Automobile Association
Texas
-$202K -11,928 Closed
SI
428
Stephens Inc
Arkansas
-$179K -10,548 Closed
EFG
429
Everhart Financial Group
Ohio
-$174K -10,248 Closed
CM
430
Caption Management
Oklahoma
-$84.8K -5,000 Closed
VanEck Associates
431
VanEck Associates
New York
-$47K -2,760 Closed
AA
432
Ancora Advisors
Ohio
-$38.7K -2,280 Closed
QL
433
Quarry LP
New York
-$30.2K -1,779 Closed
PAS
434
Point72 Asia (Singapore)
Singapore
-$25.6K -1,511 Closed
CC
435
Cultivar Capital
Texas
-$14.4K -850 Closed
VNA
436
Valley National Advisers
Pennsylvania
-$11K -689 Closed
VWWMG
437
Vermillion & White Wealth Management Group
Pennsylvania
-$10.2K -600 Closed
N
438
Natixis
France
-$6.14K -362 Closed
SL
439
Salomon & Ludwin
Virginia
-$5.26K -310 Closed
OC
440
Oakworth Capital
Alabama
-$4.36K -257 Closed
EC
441
EdgeRock Capital
Colorado
-$3.39K -200 Closed
KFS
442
Kelly Financial Services
Massachusetts
-$3.39K -200 Closed
LIA
443
Lynx Investment Advisory
District of Columbia
-$3.26K -192 Closed
IWA
444
IBEX Wealth Advisors
New Jersey
-$2.93K -173 Closed
CSC
445
Caldwell Sutter Capital
California
-$1.7K -100 Closed
TWP
446
Triad Wealth Partners
Kansas
-$1.48K -87 Closed
IC
447
Innealta Capital
Texas
-$1.43K -84 Closed
ATPW
448
Ashton Thomas Private Wealth
Arizona
-$695 -41 Closed
GIA
449
GHP Investment Advisors
Colorado
-$391 -23 Closed
CPA
450
Clear Point Advisors
New York
-$192 -11 Closed