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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CCS
101
Concentric Capital Strategies
Connecticut
$1.84M 94,310 +94,310 New
GBWM
102
Granite Bay Wealth Management
New Hampshire
$1.82M 94,500 – –
GAM
103
Gotham Asset Management
New York
$1.78M 91,564 -164,396 -64%
Neuberger Berman Group
104
Neuberger Berman Group
New York
$1.78M 91,120 -2,600 -3%
DCM
105
Dean Capital Management
Kansas
$1.72M 88,506 +15,741 +22%
LCM
106
Legato Capital Management
California
$1.72M 88,506 +15,741 +22%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$1.7M 87,439 +20,050 +30%
SRC
108
Shufro Rose & Co
New York
$1.7M 83,444 -1,100 -1%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$1.65M 84,678 -2,291 -3%
GC
110
Guggenheim Capital
Illinois
$1.65M 84,449 +9,230 +12%
JF
111
Jump Financial
Illinois
$1.63M 83,742 +83,742 New
Amundi
112
Amundi
France
$1.6M 81,522 +81,522 New
RJA
113
Raymond James & Associates
Florida
$1.59M 81,537 -2,989 -4%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$1.56M 78,030 +26,962 +53%
TCM
115
Teza Capital Management
Illinois
$1.54M 78,953 +54,914 +228%
YIH
116
Y-Intercept (HK)
Hong Kong
$1.53M 78,481 +78,481 New
TC
117
TwinBeech Capital
New York
$1.51M 77,259 +77,259 New
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$1.49M 76,450 +14,050 +23%
Treasurer of the State of North Carolina
119
Treasurer of the State of North Carolina
North Carolina
$1.48M 75,713 -250 -0.3%
Capstone Investment Advisors
120
Capstone Investment Advisors
New York
$1.45M 74,297 +53,794 +262%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.44M 74,062 +1,052 +1%
Fidelity International
122
Fidelity International
Bermuda
$1.37M 70,249 -14,627 -17%
JGCM
123
Joseph Group Capital Management
Ohio
$1.29M 66,329 +3,923 +6%
AC
124
AXQ Capital
New Jersey
$1.2M 61,600 +31,700 +106%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$1.19M 61,080 -11,473 -16%
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