WEN icon

Wendy's
WEN

Overview Fund Activity

324 hedge funds and large institutions have $3.49B invested in Wendy's in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
7.05%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
51
Increased
97
Reduced
103
Closed
42
Calls
$24.1M
Puts
$6.88M
Net Calls
+$17.3M
Net Calls Change
+$7.78M

Top Buyers

1
Invesco
1
Invesco
Georgia
$204M
2
Macquarie Group
2
Macquarie Group
Australia
$33.4M
3
Holocene Advisors
3
Holocene Advisors
New York
$32.7M
4
Prudential Financial
4
Prudential Financial
New Jersey
$31.7M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$31.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$20.3M
2
SCM
2
Suvretta Capital Management
New York
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Norges Bank
4
Norges Bank
Norway
$38.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$37M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
76
Shufro Rose & Co
New York
$5.21M -$102K -5,199 -2%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$5.17M -$147K -7,488 -3%
GC
78
Guggenheim Capital
Illinois
$4.91M +$383K +19,537 +8%
Wellington Management Group
79
Wellington Management Group
Massachusetts
$4.83M -$2.85M -145,357 -37%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$4.64M +$5.76K +294 +0.1%
BSA
81
Braun Stacey Associates
New York
$4.55M +$4.55M +232,550 New
Federated Hermes
82
Federated Hermes
Pennsylvania
$4.38M -$166K -8,472 -4%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$4.11M -$36.2K -1,849 -0.9%
ARTA
84
A.R.T. Advisors
New York
$4.03M +$4.03M +205,570 New
Baird Financial Group
85
Baird Financial Group
Wisconsin
$3.87M +$3.87M +197,659 New
UBS Group
86
UBS Group
Switzerland
$3.6M +$781K +39,895 +28%
BF
87
BOK Financial
Oklahoma
$3.55M -$409K -20,875 -10%
Creative Planning
88
Creative Planning
Kansas
$3.5M -$11.9K -607 -0.3%
CSS
89
Cubist Systematic Strategies
Connecticut
$3.26M +$3.16M +161,260 +3,182%
MOACM
90
Mutual of America Capital Management
New York
$3.16M +$2.37K +121 +0.1%
Lazard Asset Management
91
Lazard Asset Management
New York
$3.07M -$329K -16,807 -10%
CS
92
Credit Suisse
Switzerland
$2.99M -$1.55M -79,411 -34%
CCA
93
Catalyst Capital Advisors
New York
$2.76M -$176K -9,000 -6%
LG
94
Leuthold Group
Minnesota
$2.74M -$179K -9,130 -6%
SEI Investments
95
SEI Investments
Pennsylvania
$2.63M +$1.13M +57,591 +75%
ASRS
96
Arizona State Retirement System
Arizona
$2.59M +$32.8K +1,673 +1%
QIM
97
Quantitative Investment Management
Virginia
$2.58M +$2.32M +118,315 +890%
TPSF
98
Texas Permanent School Fund
Texas
$2.42M +$3.82K +195 +0.2%
NSIM
99
North Star Investment Management
Illinois
$2.28M – – –
Canada Life
100
Canada Life
Manitoba, Canada
$2.13M -$28K -1,431 -1%
2 3
4
5 6