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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
26
Capital Research Global Investors
California
$20.6M 1,056,138 +1,056,138 New
Invesco
27
Invesco
Georgia
$19.5M 999,213 -180,687 -15%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$17.7M 906,934 +53,581 +6%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$15.9M 815,193 +22,499 +3%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$15.2M 781,011 +576,779 +282%
GI
31
Gradient Investments
Minnesota
$14.9M 764,673 +23,973 +3%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$14.8M 759,251 +654,240 +623%
Bank of America
33
Bank of America
North Carolina
$13.6M 698,823 -74,487 -10%
SSA
34
Schonfeld Strategic Advisors
New York
$12.7M 651,696 +651,696 New
Principal Financial Group
35
Principal Financial Group
Iowa
$12.1M 620,411 -12,179 -2%
Victory Capital Management
36
Victory Capital Management
Texas
$11.4M 584,761 -674,395 -54%
UBS Group
37
UBS Group
Switzerland
$10.8M 555,718 +65,035 +13%
Goldman Sachs
38
Goldman Sachs
New York
$10.6M 546,084 +96,571 +21%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$10.2M 524,805 -11,959 -2%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$10.1M 517,693 +20,525 +4%
NIG
41
NFJ Investment Group
Texas
$9.68M 497,169 -28,225 -5%
CSS
42
Cubist Systematic Strategies
Connecticut
$9.34M 479,341 +436,076 +1,008%
Squarepoint
43
Squarepoint
New York
$8.95M 459,306 -1,093,233 -70%
NC
44
Nicholas Company
Wisconsin
$8.74M 448,585 – –
MIIM
45
Mesirow Institutional Investment Management
Illinois
$8.18M 419,928 -4,347 -1%
Fidelity Investments
46
Fidelity Investments
Massachusetts
$8.14M 417,974 +225,870 +118%
First Trust Advisors
47
First Trust Advisors
Illinois
$7.41M 380,272 -30,559 -7%
Macquarie Group
48
Macquarie Group
Australia
$7.19M 369,193 +1,347 +0.4%
Renaissance Technologies
49
Renaissance Technologies
New York
$7.17M 367,868 +113,686 +45%
SEI Investments
50
SEI Investments
Pennsylvania
$6.89M 353,513 +30,019 +9%
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