Wendy's
341 hedge funds and large institutions have $3.6B invested in Wendy's in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 136 increasing their positions, 94 reducing their positions, and 44 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
72% more call options, than puts
Call options by funds: $25.6M | Put options by funds: $14.9M
45% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 94
6% more capital invested
Capital invested by funds: $3.38B → $3.6B (+$216M)
5.67% more ownership
Funds ownership: 72.08% → 77.75% (+5.7%)
9% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 44
2% less funds holding
Funds holding: 347 → 341 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$111M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$56.2M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$54.6M |
| 4 |
Renaissance Technologies
New York
|
+$49.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$79.7M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$31.3M |
| 3 |
SSA
Schonfeld Strategic Advisors
New York
|
-$27.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$21.5M |
| 5 |
Walleye Capital
New York
|
-$15.2M |
WEN Hedge Fund Activity: Q1 2023 in Review
341 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q1 2023, worth a combined $3.6B — up 6.4% from $3.38B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new WEN positions and 44 closed out — a net gain of 4 holders — while 136 added to existing stakes and 94 trimmed.
The largest buyer was BlackRock, adding an estimated $111M. The largest seller was Trian Fund Management, cutting an estimated $79.7M.
- 341 institutional investors held Wendy's (WEN) as of Q1 2023, down from 347 in Q4 2022.
- Funds reported $3.6B of Wendy's stock for Q1 2023, up 6.4% quarter-over-quarter.
- 48 funds opened new Wendy's positions in Q1 2023 and 44 closed out, a net change of +4 holders.
- The largest Wendy's buyer in Q1 2023 was BlackRock, an estimated $111M added.
- The largest Wendy's seller in Q1 2023 was Trian Fund Management, an estimated $79.7M sold.
Based on aggregated 13F filings for Q1 2023.