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Wendy's
WEN

347 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $17.6M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $2.92B → $3.38B (+$465M)

4% more funds holding

Funds holding: 335 → 347 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.29% less ownership

Funds ownership: 73.37% → 72.08% (-1.3%)

14% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 118

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
118
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$50.6M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$39M
3
SSA
Schonfeld Strategic Advisors
New York
+$26.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$93.2M
2
Millennium Management
Millennium Management
New York
-$64.4M
3
Harris Associates
Harris Associates
Illinois
-$42M
4
Deutsche Bank
Deutsche Bank
Germany
-$38.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
76
Philadelphia Trust Company
Pennsylvania
$2.96M +$2.79M +130,623 New
Neuberger Berman Group
77
Neuberger Berman Group
New York
$2.9M +$448K +20,997 +20%
Walleye Trading
78
Walleye Trading
New York
$2.78M -$257K -12,020 -9%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$2.7M -$113K -5,300 -4%
GF
80
Gabelli Funds
New York
$2.65M – – –
TPSF
81
Texas Permanent School Fund
Texas
$2.59M -$146K -6,859 -6%
MIM
82
MetLife Investment Management
New Jersey
$2.58M -$49.6K -2,324 -2%
Citadel Advisors
83
Citadel Advisors
Florida
$2.53M +$1.74M +81,394 +268%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$2.52M -$2.99K -140 -0.1%
Wells Fargo
85
Wells Fargo
California
$2.46M +$61.2K +2,865 +3%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.4M -$316K -14,795 -12%
ACM
87
Aquatic Capital Management
Illinois
$2.39M +$1.66M +77,600 +277%
AQR Capital Management
88
AQR Capital Management
Connecticut
$2.26M -$423K -19,831 -17%
SRC
89
Shufro Rose & Co
New York
$2.25M -$5.34K -250 -0.3%
D.E. Shaw & Co
90
D.E. Shaw & Co
New York
$2.22M +$1.36M +63,492 +183%
DIA
91
Dean Investment Associates
Ohio
$2.14M +$201K +9,409 +11%
SFI
92
Susquehanna Fundamental Investments
Pennsylvania
$2.08M – – –
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.05M -$131K -6,143 -6%
EP
94
Edgestream Partners
New Jersey
$2.02M +$1.91M +89,215 New
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$1.99M – – –
RJA
96
Raymond James & Associates
Florida
$1.88M -$3.59K -168 -0.2%
VIM
97
VELA Investment Management
Ohio
$1.84M +$490K +22,961 +39%
SWM
98
Sendero Wealth Management
Texas
$1.82M +$578K +27,079 +51%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$1.8M -$58.8K -2,754 -3%
Federated Hermes
100
Federated Hermes
Pennsylvania
$1.8M -$330K -15,437 -16%
2 3
4
5 6

WEN Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2022, worth a combined $3.38B — up 16% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WEN positions and 39 closed out — a net gain of 16 holders — while 102 added to existing stakes and 118 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $50.6M. The largest seller was Janus Henderson Group, cutting an estimated $93.2M.

  • 347 institutional investors held Wendy's (WEN) as of Q4 2022, up from 335 in Q3 2022.
  • Funds reported $3.38B of Wendy's stock for Q4 2022, up 16% quarter-over-quarter.
  • 55 funds opened new Wendy's positions in Q4 2022 and 39 closed out, a net change of +16 holders.
  • The largest Wendy's buyer in Q4 2022 was Allspring Global Investments, an estimated $50.6M added.
  • The largest Wendy's seller in Q4 2022 was Janus Henderson Group, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2022.