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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.54B invested in Wendy's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
123
Reduced
119
Closed
53
Calls
$23M
Puts
$21.7M
Net Calls
+$1.28M
Net Calls Change
-$3.33M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$681M
2
Harris Associates
2
Harris Associates
Illinois
$158M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$413M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$827K
2
Macquarie Group
2
Macquarie Group
Australia
$7.51M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$5.51M 269,790 -14,515 -5%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$5.46M 267,446 +21,855 +9%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$5.27M 258,021 +36,105 +16%
GAM
54
Gotham Asset Management
New York
$5.22M 255,960 +95,944 +60%
Renaissance Technologies
55
Renaissance Technologies
New York
$5.19M 254,182 -1,069,100 -81%
NSIM
56
North Star Investment Management
Illinois
$5.15M 252,293 +94,968 +60%
AIG
57
American International Group
New York
$4.91M 240,417 -15,582 -6%
CS
58
Credit Suisse
Switzerland
$4.86M 237,889 -3,835 -2%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$4.7M 230,091 -1,200 -0.5%
Federated Hermes
60
Federated Hermes
Pennsylvania
$4.47M 218,768 -10,467 -5%
AllianceBernstein
61
AllianceBernstein
Tennessee
$4.41M 215,998 -8,984 -4%
SFCM
62
Savoir Faire Capital Management
Connecticut
$4.3M 210,527 +210,527 New
IWA
63
IBEX Wealth Advisors
New Jersey
$4.29M 210,027 +210,027 New
Citigroup
64
Citigroup
New York
$4.28M 209,718 +173,805 +484%
TD Asset Management
65
TD Asset Management
Ontario, Canada
$4.19M 205,500 +9,700 +5%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$4.17M 204,232 -1,143,780 -85%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$4.02M 196,906 -19,748 -9%
Barclays
68
Barclays
United Kingdom
$3.95M 193,717 -77,405 -29%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3.92M 192,104 +106,420 +124%
Creative Planning
70
Creative Planning
Kansas
$3.79M 185,484 -360 -0.2%
DIA
71
Dean Investment Associates
Ohio
$3.71M 181,743 +65,010 +56%
Osaic Holdings
72
Osaic Holdings
Arizona
$3.71M 181,600 +87,346 +93%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$3.49M 170,865 -1,068 -0.6%
GCP
74
GSA Capital Partners
United Kingdom
$3.41M 166,826 -32,828 -16%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$3.15M 154,300 -29,863 -16%
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