360 hedge funds and large institutions have $3.3B invested in Wendy's in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-25
Holders Change %
-6.49%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
122
Reduced
128
Closed
63
Calls
$19.3M
Puts
$32M
Net Calls
-$12.7M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
DIA
51
Dean Investment Associates
Ohio
$5.53M +$604K +32,071 +12%
NSIM
52
North Star Investment Management
Illinois
$5.48M +$226K +12,003 +4%
UBS AM
53
UBS AM
Illinois
$5.43M -$8.82K -468 -0.2%
Barclays
54
Barclays
United Kingdom
$5.38M +$499K +26,484 +10%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$5.28M +$617K +32,769 +13%
Legal & General Group
56
Legal & General Group
United Kingdom
$5.16M +$39.5K +2,099 +0.8%
LCM
57
Landscape Capital Management
New Jersey
$5.06M +$5.06M +268,789 New
ACM
58
Aquatic Capital Management
Illinois
$4.94M +$2.41M +127,700 +95%
Capstone Investment Advisors
59
Capstone Investment Advisors
New York
$4.81M +$3.41M +180,772 +243%
AllianceBernstein
60
AllianceBernstein
Tennessee
$4.61M -$488K -25,895 -10%
Federated Hermes
61
Federated Hermes
Pennsylvania
$4.52M +$533K +28,289 +13%
GAM
62
Gotham Asset Management
New York
$4.44M +$2.71M +143,971 +157%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$4.34M
AIG
64
American International Group
New York
$4.19M -$86.8K -4,606 -2%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$4.12M -$26.8M -1,422,931 -87%
Ameriprise
66
Ameriprise
Minnesota
$3.83M -$117K -6,200 -3%
TD Asset Management
67
TD Asset Management
Ontario, Canada
$3.82M -$49K -2,600 -1%
FPCG
68
Fort Pitt Capital Group
Pennsylvania
$3.77M +$507K +26,889 +16%
Citigroup
69
Citigroup
New York
$3.66M -$365K -19,356 -9%
NIG
70
NFJ Investment Group
Texas
$3.56M -$5.81M -308,280 -62%
Creative Planning
71
Creative Planning
Kansas
$3.51M -$42.2K -2,241 -1%
EGM
72
Engineers Gate Manager
New York
$3.49M +$1.37M +72,494 +64%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$3.29M -$227K -12,074 -6%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$3.27M +$42.9K +2,279 +1%
Wells Fargo
75
Wells Fargo
California
$3.17M +$588K +31,192 +23%