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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
FPCG
51
Fort Pitt Capital Group
Pennsylvania
$4.3M 245,595 +27,558 +13%
AllianceBernstein
52
AllianceBernstein
Tennessee
$4.07M 232,317 -70,621 -23%
DIA
53
Dean Investment Associates
Ohio
$4.01M 228,854 -61,722 -21%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$3.97M 226,768 – –
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$3.91M 222,991 – –
Ameriprise
56
Ameriprise
Minnesota
$3.71M 211,573 +17,616 +9%
Fidelity Investments
57
Fidelity Investments
Massachusetts
$3.7M 211,075 -28,547 -12%
AAM
58
Advisors Asset Management
Colorado
$3.66M 208,880 +136,112 +187%
Creative Planning
59
Creative Planning
Kansas
$3.56M 203,162 +7,180 +4%
CF
60
Corebridge Financial
Texas
$3.55M 202,899 -8,353 -4%
NC
61
Nicholas Company
Wisconsin
$3.42M 195,160 – –
GC
62
Guggenheim Capital
Illinois
$3.22M 183,560 +44,301 +32%
AM
63
AGF Management
Ontario, Canada
$3.21M 183,480 +48,210 +36%
NSIM
64
North Star Investment Management
Illinois
$3.17M 180,915 -101,769 -36%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$3.14M 179,342 +1,465 +0.8%
Citadel Advisors
66
Citadel Advisors
Florida
$3.11M 177,615 +177,615 New
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$3.07M 175,287 +125,851 +255%
LPL Financial
68
LPL Financial
California
$2.96M 168,911 +7,672 +5%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.89M 164,913 -5,392 -3%
Capital Fund Management (CFM)
70
Capital Fund Management (CFM)
France
$2.66M 151,797 +11,314 +8%
NIG
71
NFJ Investment Group
Texas
$2.65M 151,394 -6,929 -4%
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$2.64M 150,462 +110,418 +276%
SC
73
Savant Capital
Illinois
$2.63M 149,926 +136,724 +1,036%
Jane Street
74
Jane Street
New York
$2.59M 147,706 +115,030 +352%
Canada Life
75
Canada Life
Manitoba, Canada
$2.53M 144,681 +8,749 +6%
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