Wendy's
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$50.6M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$39M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
+$26.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$23.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$93.2M |
| 2 |
Millennium Management
New York
|
-$64.4M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$42M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$38.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$9.15M |
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.