Wendy's
358 hedge funds and large institutions have $3.57B invested in Wendy's in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 107 reducing their positions, and 36 closing their positions.
53% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 36
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
22% more call options, than puts
Call options by funds: $25.7M | Put options by funds: $21.1M
16% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 107
5% more funds holding
Funds holding: 341 → 358 (+17)
0.08% more ownership
Funds ownership: 77.75% → 77.83% (+0.08%)
1% less capital invested
Capital invested by funds: $3.6B → $3.57B (-$32.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$20.2M |
| 2 |
Two Sigma Advisers
New York
|
+$18.1M |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$16.6M |
| 4 |
NCM
Nine27 Capital Management
New York
|
+$13.4M |
| 5 |
Two Sigma Investments
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$34.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$33.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23M |
| 4 |
TFM
Trian Fund Management
New York
|
-$21.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$14.3M |
WEN Hedge Fund Activity: Q2 2023 in Review
358 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2023, worth a combined $3.57B — down 0.91% from $3.6B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new WEN positions and 36 closed out — a net gain of 19 holders — while 124 added to existing stakes and 107 trimmed.
The largest buyer was Invesco, adding an estimated $20.2M. The largest seller was Renaissance Technologies, cutting an estimated $34.7M.
- 358 institutional investors held Wendy's (WEN) as of Q2 2023, up from 341 in Q1 2023.
- Funds reported $3.57B of Wendy's stock for Q2 2023, down 0.91% quarter-over-quarter.
- 55 funds opened new Wendy's positions in Q2 2023 and 36 closed out, a net change of +19 holders.
- The largest Wendy's buyer in Q2 2023 was Invesco, an estimated $20.2M added.
- The largest Wendy's seller in Q2 2023 was Renaissance Technologies, an estimated $34.7M sold.
Based on aggregated 13F filings for Q2 2023.