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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
HKAM
26
Horizon Kinetics Asset Management
New York
$14.8M -$2.63M -154,316 -15%
Victory Capital Management
27
Victory Capital Management
Texas
$14.4M -$1.19M -70,053 -8%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$13.4M -$1.01M -59,241 -7%
Retirement Systems of Alabama
29
Retirement Systems of Alabama
Alabama
$12.5M +$1.75M +102,769 +17%
GI
30
Gradient Investments
Minnesota
$12.1M -$2.27M -133,174 -16%
Mirae Asset Global ETFs Holdings
31
Mirae Asset Global ETFs Holdings
Hong Kong
$11.3M -$39.3K -2,309 -0.4%
Goldman Sachs
32
Goldman Sachs
New York
$10.6M -$3.08M -181,035 -23%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$10.2M +$835K +49,040 +9%
Bank of America
34
Bank of America
North Carolina
$9.78M +$1.5M +87,989 +19%
UBS AM
35
UBS AM
Illinois
$9.74M +$253K +14,889 +3%
N
36
Nuveen
North Carolina
$9.59M -$322K -18,903 -3%
Federated Hermes
37
Federated Hermes
Pennsylvania
$9.02M +$1.29M +75,772 +17%
Adage Capital Partners
38
Adage Capital Partners
Massachusetts
$8.99M +$8.73M +513,000 New
First Trust Advisors
39
First Trust Advisors
Illinois
$8.74M +$509K +29,925 +6%
Invesco
40
Invesco
Georgia
$8.33M -$16.8M -986,325 -67%
Principal Financial Group
41
Principal Financial Group
Iowa
$6.96M -$2.68M -157,477 -28%
SEI Investments
42
SEI Investments
Pennsylvania
$6.87M +$175K +10,262 +3%
Citigroup
43
Citigroup
New York
$6.6M +$6.05M +355,480 +1,654%
Macquarie Group
44
Macquarie Group
Australia
$6.29M -$75.5K -4,437 -1%
UBS Group
45
UBS Group
Switzerland
$5.97M +$258K +15,137 +5%
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.96M -$54.5K -3,200 -0.9%
Norges Bank
47
Norges Bank
Norway
$5.4M -$6.43M -377,781 -55%
AA
48
ALPS Advisors
Colorado
$5.11M +$4.96M +291,383 New
Legal & General Group
49
Legal & General Group
United Kingdom
$4.99M +$98.9K +5,808 +2%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$4.8M -$3.31M -194,200 -41%