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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$4.43M +$2.88M +169,407 +203%
FPCG
52
Fort Pitt Capital Group
Pennsylvania
$4.3M +$469K +27,558 +13%
AllianceBernstein
53
AllianceBernstein
Tennessee
$4.07M -$1.2M -70,621 -23%
DIA
54
Dean Investment Associates
Ohio
$4.01M -$1.05M -61,722 -21%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$3.97M
New York State Teachers Retirement System (NYSTRS)
56
New York State Teachers Retirement System (NYSTRS)
New York
$3.91M
Ameriprise
57
Ameriprise
Minnesota
$3.71M +$300K +17,616 +9%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$3.7M -$486K -28,547 -12%
AAM
59
Advisors Asset Management
Colorado
$3.66M +$2.32M +136,112 +187%
Creative Planning
60
Creative Planning
Kansas
$3.56M +$122K +7,180 +4%
CF
61
Corebridge Financial
Texas
$3.55M -$142K -8,353 -4%
NC
62
Nicholas Company
Wisconsin
$3.42M
GC
63
Guggenheim Capital
Illinois
$3.22M +$754K +44,301 +32%
AM
64
AGF Management
Ontario, Canada
$3.21M +$821K +48,210 +36%
NSIM
65
North Star Investment Management
Illinois
$3.17M -$1.73M -101,769 -36%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$3.14M +$24.9K +1,465 +0.8%
Citadel Advisors
67
Citadel Advisors
Florida
$3.11M +$3.02M +177,615 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$3.07M +$2.14M +125,851 +255%
LPL Financial
69
LPL Financial
California
$2.96M +$131K +7,672 +5%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$2.89M -$91.8K -5,392 -3%
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$2.66M +$193K +11,314 +8%
NIG
72
NFJ Investment Group
Texas
$2.65M -$118K -6,929 -4%
Wealth Enhancement Advisory Services
73
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$1.88M +110,418 +276%
SC
74
Savant Capital
Illinois
$2.63M +$2.33M +136,724 +1,036%
Jane Street
75
Jane Street
New York
$2.59M +$1.96M +115,030 +352%