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Wendy's
WEN

347 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $17.6M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $2.92B → $3.38B (+$465M)

4% more funds holding

Funds holding: 335 → 347 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.29% less ownership

Funds ownership: 73.37% → 72.08% (-1.3%)

14% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 118

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
118
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$50.6M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$39M
3
SSA
Schonfeld Strategic Advisors
New York
+$26.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$93.2M
2
Millennium Management
Millennium Management
New York
-$64.4M
3
Harris Associates
Harris Associates
Illinois
-$42M
4
Deutsche Bank
Deutsche Bank
Germany
-$38.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$21.5M +$7.93M +371,178 +64%
Bank of America
27
Bank of America
North Carolina
$20.5M -$9.11M -426,419 -32%
N
28
Nuveen
North Carolina
$20.5M -$1.41M -66,019 -7%
Morgan Stanley
29
Morgan Stanley
New York
$16.6M +$1.26M +59,080 +9%
NIG
30
NFJ Investment Group
Texas
$16.3M +$1.74M +81,298 +13%
Walleye Capital
31
Walleye Capital
New York
$15.6M +$14.7M +689,961 New
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$15.4M +$13M +609,701 +857%
Principal Financial Group
33
Principal Financial Group
Iowa
$15.3M +$194K +9,080 +1%
Victory Capital Management
34
Victory Capital Management
Texas
$15.1M -$223K -10,461 -2%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$15M +$1.48M +69,157 +12%
Invesco
36
Invesco
Georgia
$14.5M +$4.3M +201,172 +46%
Goldman Sachs
37
Goldman Sachs
New York
$13.9M -$7.43M -347,714 -36%
Amundi
38
Amundi
France
$13.9M -$350K -16,401 -3%
Renaissance Technologies
39
Renaissance Technologies
New York
$13.8M -$310K -14,500 -2%
Squarepoint
40
Squarepoint
New York
$13.2M +$11.8M +551,027 +1,704%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$11.4M +$127K +5,967 +1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$10.4M -$504K -23,587 -5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$9.88M +$107K +5,000 +1%
NC
44
Nicholas Company
Wisconsin
$9.67M +$116K +5,410 +1%
DKCM
45
Davidson Kempner Capital Management
New York
$9.56M +$9.03M +422,700 New
UBS AM
46
UBS AM
Illinois
$6.53M -$13.2K -619 -0.2%
Legal & General Group
47
Legal & General Group
United Kingdom
$6.33M -$1.37K -64 -0%
TC
48
TwinBeech Capital
New York
$6.25M +$5.89M +276,009 New
AIG
49
American International Group
New York
$6.03M -$69.6K -3,259 -1%
SCM
50
Stormborn Capital Management
Connecticut
$5.66M +$5.34M +250,000 New
1
2
3 4 5

WEN Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2022, worth a combined $3.38B — up 16% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WEN positions and 39 closed out — a net gain of 16 holders — while 102 added to existing stakes and 118 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $50.6M. The largest seller was Janus Henderson Group, cutting an estimated $93.2M.

  • 347 institutional investors held Wendy's (WEN) as of Q4 2022, up from 335 in Q3 2022.
  • Funds reported $3.38B of Wendy's stock for Q4 2022, up 16% quarter-over-quarter.
  • 55 funds opened new Wendy's positions in Q4 2022 and 39 closed out, a net change of +16 holders.
  • The largest Wendy's buyer in Q4 2022 was Allspring Global Investments, an estimated $50.6M added.
  • The largest Wendy's seller in Q4 2022 was Janus Henderson Group, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2022.