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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: 335347 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$5.54M -$442K -20,691 -8%
CCM
52
Chimera Capital Management
New York
$5.43M +$5.13M +240,139 New
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$5.42M -$286K -13,380 -5%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$5.29M -$64.1K -3,000 -1%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$5.24M -$1.04M -48,674 -17%
Ameriprise
56
Ameriprise
Minnesota
$5.2M -$367K -17,186 -7%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$5.11M +$30.5K +1,426 +0.6%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$5.08M +$37.2K +1,740 +0.8%
CS
59
Credit Suisse
Switzerland
$4.96M +$789K +36,954 +20%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$4.62M -$9.15M -428,278 -68%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$4.4M +$499K +23,388 +14%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$4.38M +$220K +10,293 +6%
Creative Planning
63
Creative Planning
Kansas
$4.13M +$50.6K +2,370 +1%
First Trust Advisors
64
First Trust Advisors
Illinois
$4.02M -$273K -12,774 -7%
Barclays
65
Barclays
United Kingdom
$3.57M -$620K -29,026 -16%
UBS Group
66
UBS Group
Switzerland
$3.44M -$631K -29,551 -16%
AB
67
Amalgamated Bank
New York
$3.42M +$456K +21,374 +16%
TI
68
Trexquant Investment
Connecticut
$3.39M -$2.61M -122,278 -45%
Connor, Clark & Lunn Investment Management (CC&L)
69
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.33M +$3.14M +147,234 New
WG
70
Winton Group
United Kingdom
$3.31M -$695K -32,537 -18%
CSS
71
Cubist Systematic Strategies
Connecticut
$3.29M -$5.55M -259,944 -64%
MOACM
72
Mutual of America Capital Management
New York
$3.17M +$68.7K +3,219 +2%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.16M +$2.54K +119 +0.1%
Man Group
74
Man Group
United Kingdom
$3.09M -$3.27M -153,115 -53%
Canada Life
75
Canada Life
Manitoba, Canada
$3.07M +$220K +10,314 +8%

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.