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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% 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
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
76
Canada Life
Manitoba, Canada
$2.53M +$149K +8,749 +6%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.49M -$175K -10,263 -7%
DCM
78
Dean Capital Management
Kansas
$2.49M +$590K +34,644 +32%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$2.44M +$708K +41,616 +43%
ACM
80
Aquatic Capital Management
Illinois
$2.31M +$918K +53,900 +69%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$2.28M -$12.6M -738,991 -85%
Barclays
82
Barclays
United Kingdom
$2.26M -$2.42M -142,327 -53%
GCM
83
Graham Capital Management
Connecticut
$2.16M +$2.1M +123,342 New
Wells Fargo
84
Wells Fargo
California
$2.15M -$58.4K -3,432 -3%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$2.09M -$55.6K -3,264 -3%
State of New Jersey Common Pension Fund D
86
State of New Jersey Common Pension Fund D
New Jersey
$2.05M +$129K +7,558 +7%
CB
87
Cadence Bank
Mississippi
$2.04M -$5.24M -308,012 -73%
GF
88
Gabelli Funds
New York
$1.98M
EGM
89
Engineers Gate Manager
New York
$1.93M -$1.35M -79,262 -42%
QCM
90
Quantinno Capital Management
New York
$1.92M +$889K +52,225 +91%
CIA
91
Concurrent Investment Advisors
Florida
$1.86M +$151K +8,876 +9%
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$1.8M -$463K -27,200 -21%
Mirae Asset Global Investments
93
Mirae Asset Global Investments
South Korea
$1.8M +$177K +10,378 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
94
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.66M +$1.61M +94,700 New
AI
95
Atria Investments
North Carolina
$1.65M +$708K +41,586 +79%
XT
96
XTX Topco
Cayman Islands
$1.63M +$1.58M +93,035 New
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$1.63M +$76.8K +4,513 +5%
MOACM
98
Mutual of America Capital Management
New York
$1.62M -$48.8K -2,867 -3%
MIM
99
MetLife Investment Management
New Jersey
$1.61M +$10K +590 +0.6%
GAM
100
Gotham Asset Management
New York
$1.59M -$2.62M -153,689 -63%