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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 %
Swiss National Bank
51
Swiss National Bank
Switzerland
$6.83M 350,600 -43,200 -11%
CS
52
Credit Suisse
Switzerland
$6.23M 319,571 +81,682 +34%
Baird Financial Group
53
Baird Financial Group
Wisconsin
$5.63M 288,758 +21,312 +8%
UBS AM
54
UBS AM
Illinois
$5.62M 288,483 -21,390 -7%
CB
55
Cadence Bank
Mississippi
$5.52M 283,413 +157,734 +126%
NSIM
56
North Star Investment Management
Illinois
$5.43M 278,673 +26,380 +10%
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$5.4M 277,091 – –
Legal & General Group
58
Legal & General Group
United Kingdom
$5.29M 271,550 +1,760 +0.7%
AllianceBernstein
59
AllianceBernstein
Tennessee
$5.27M 270,580 +54,582 +25%
DIA
60
Dean Investment Associates
Ohio
$5.09M 261,458 +79,715 +44%
Barclays
61
Barclays
United Kingdom
$5.04M 258,866 +65,149 +34%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$4.82M 247,234 -10,787 -4%
WMSA
63
Weiss Multi-Strategy Advisers
New York
$4.63M 237,410 +237,410 New
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$4.48M 230,091 – –
GCM
65
Graham Capital Management
Connecticut
$4.48M 229,846 +116,212 +102%
AIG
66
American International Group
New York
$4.43M 227,188 -13,229 -6%
SFCM
67
Savoir Faire Capital Management
Connecticut
$4.24M 217,810 +7,283 +3%
Citigroup
68
Citigroup
New York
$4.16M 213,611 +3,893 +2%
Federated Hermes
69
Federated Hermes
Pennsylvania
$4.12M 211,585 -7,183 -3%
Ameriprise
70
Ameriprise
Minnesota
$4.09M 209,727 -214,996 -51%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$4M 205,500 – –
ECM
72
ExodusPoint Capital Management
New York
$3.69M 189,555 +99,457 +110%
Creative Planning
73
Creative Planning
Kansas
$3.67M 188,520 +3,036 +2%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$3.64M 186,794 -10,112 -5%
Canada Life
75
Canada Life
Manitoba, Canada
$3.41M 175,406 +25,823 +17%
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