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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$6.91M -$1.05M -46,663 -13%
Legal & General Group
52
Legal & General Group
United Kingdom
$6.7M +$87.8K +3,896 +1%
AIG
53
American International Group
New York
$6.6M +$12.7K +565 +0.2%
Victory Capital Management
54
Victory Capital Management
Texas
$6.53M +$3.35M +148,775 +97%
SSA
55
Schonfeld Strategic Advisors
New York
$6.51M -$7.42M -329,160 -53%
TI
56
Trexquant Investment
Connecticut
$6.35M +$2.96M +131,303 +83%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$5.99M +$3.91M +173,565 +175%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$5.97M -$293K -13,000 -5%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$5.43M -$29.6K -1,312 -0.5%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$5.21M -$490K -21,740 -8%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$5.21M
First Trust Advisors
62
First Trust Advisors
Illinois
$5.11M -$753K -33,405 -13%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$5.09M +$10.5K +465 +0.2%
BC
64
Brookfield Corp
Ontario, Canada
$5.08M +$2.4M +106,483 +85%
CSS
65
Cubist Systematic Strategies
Connecticut
$4.68M +$3.78M +167,688 +368%
GIA
66
Gateway Investment Advisers
Ohio
$4.67M +$3.65K +162 +0.1%
Allianz Asset Management
67
Allianz Asset Management
Germany
$4.39M +$4.51M +200,000 New
PI
68
Putnam Investments
Massachusetts
$4.15M +$4.26M +188,936 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$4.04M -$124K -5,506 -3%
CS
70
Credit Suisse
Switzerland
$4.02M +$188K +8,338 +5%
Creative Planning
71
Creative Planning
Kansas
$3.92M -$12K -532 -0.3%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$3.77M +$3.87M +171,580 New
Parallax Volatility Advisers
73
Parallax Volatility Advisers
California
$3.74M +$1.11M +49,432 +41%
Man Group
74
Man Group
United Kingdom
$3.62M -$5.16M -229,024 -58%
MOACM
75
Mutual of America Capital Management
New York
$3.54M +$69.1K +3,065 +2%