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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
76
Castleark Management
Illinois
$3.46M -$73K -3,240 -2%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$3.4M -$30.6K -1,360 -0.9%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$3.3M +$488K +21,635 +17%
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.29M -$1.13M -49,986 -25%
CCS
80
Concentric Capital Strategies
Connecticut
$3.17M +$3.26M +144,500 New
AB
81
Amalgamated Bank
New York
$2.91M +$1.4K +62 +0%
AF
82
Amalgamated Financial
New York
$2.91M +$2.98M +132,445 New
WG
83
Winton Group
United Kingdom
$2.84M +$424K +18,801 +17%
TPSF
84
Texas Permanent School Fund
Texas
$2.75M -$60.3K -2,678 -2%
GF
85
Gabelli Funds
New York
$2.75M
MIM
86
MetLife Investment Management
New Jersey
$2.68M +$825K +36,616 +43%
SEI Investments
87
SEI Investments
Pennsylvania
$2.58M +$2.1M +93,395 +391%
Canada Life
88
Canada Life
Manitoba, Canada
$2.57M +$255K +11,313 +11%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$2.48M -$339K -15,042 -12%
Capital Fund Management (CFM)
90
Capital Fund Management (CFM)
France
$2.39M -$5.03M -223,372 -67%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.36M -$130K -5,758 -5%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$2.34M +$1.06M +46,936 +79%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.31M +$208K +9,212 +10%
SRC
94
Shufro Rose & Co
New York
$2.19M -$9.76K -433 -0.4%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$2.11M
Federated Hermes
96
Federated Hermes
Pennsylvania
$2.02M -$29.9K -1,325 -1%
ACM
97
AlphaCrest Capital Management
New York
$1.98M +$1.27M +56,371 +167%
GCM
98
Graham Capital Management
Connecticut
$1.96M +$2.01M +88,992 New
Citadel Advisors
99
Citadel Advisors
Florida
$1.87M -$89.1M -3,953,289 -98%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$1.87M -$2.06M -91,339 -52%