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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
Verition Fund Management
101
Verition Fund Management
Connecticut
$1.84M +$1.89M +83,807 New
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$1.83M +$77.3K +3,429 +4%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$1.79M
RJA
104
Raymond James & Associates
Florida
$1.78M +$793K +35,183 +77%
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$1.7M -$1.91M -84,822 -53%
NSIM
106
North Star Investment Management
Illinois
$1.59M +$23 +1 +0%
YCM
107
Yousif Capital Management
Michigan
$1.57M -$83.3K -3,696 -5%
EVM
108
Eaton Vance Management
Massachusetts
$1.54M +$1.48M +65,839 +1,571%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$1.44M +$23.5K +1,043 +2%
COPPSERS
110
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.42M +$139K +6,168 +11%
VIM
111
VELA Investment Management
Ohio
$1.41M +$510K +22,638 +54%
Daiwa Securities Group
112
Daiwa Securities Group
Japan
$1.32M +$65.2K +2,895 +5%
GC
113
Guggenheim Capital
Illinois
$1.3M -$1.05M -46,409 -44%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$1.25M -$31.5K -1,400 -2%
Comerica Bank
115
Comerica Bank
Texas
$1.24M -$32K -1,418 -2%
HF
116
HRT Financial
New York
$1.22M +$1.25M +55,424 New
SG Americas Securities
117
SG Americas Securities
New York
$1.21M +$368K +16,332 +42%
HighTower Advisors
118
HighTower Advisors
Illinois
$1.2M -$32.7K -1,452 -3%
PAM
119
Panagora Asset Management
Massachusetts
$1.19M +$379K +16,829 +45%
ASRS
120
Arizona State Retirement System
Arizona
$1.11M -$6.15K -273 -0.5%
Holocene Advisors
121
Holocene Advisors
New York
$1.1M -$3.82M -169,494 -77%
LPL Financial
122
LPL Financial
California
$1.09M -$25.9K -1,149 -2%
Truist Financial
123
Truist Financial
North Carolina
$1.09M +$785K +34,819 +236%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$1.09M +$892K +39,593 +399%
AIP
125
Ameritas Investment Partners
Nebraska
$1.03M -$18K -800 -2%