We are live on ! Find out more

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
LCM
101
Legato Capital Management
California
$1.57M -$298K -17,534 -16%
MC
102
Maverick Capital
Texas
$1.56M -$1.48M -87,080 -49%
GCP
103
GSA Capital Partners
United Kingdom
$1.5M -$581K -34,143 -28%
IC
104
IEQ Capital
California
$1.47M +$1.43M +83,782 New
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$1.46M
Osaic Holdings
106
Osaic Holdings
Arizona
$1.43M -$134K -7,884 -9%
AB
107
Amalgamated Bank
New York
$1.41M -$439K -25,796 -24%
ET
108
Entropy Technologies
New York
$1.37M +$1.34M +78,430 New
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$1.37M -$304K -17,874 -19%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$1.32M +$5.28K +310 +0.4%
SEC
111
Seven Eight Capital
New York
$1.32M +$1.28M +75,307 New
PCA
112
Pallas Capital Advisors
Massachusetts
$1.3M +$476K +27,989 +72%
DF
113
Donoghue Forlines
Massachusetts
$1.28M +$1.25M +73,213 New
SA
114
Sanctuary Advisors
Indiana
$1.23M +$740K +43,475 +175%
SRC
115
Shufro Rose & Co
New York
$1.22M
Teacher Retirement System of Texas
116
Teacher Retirement System of Texas
Texas
$1.22M -$121K -7,094 -9%
HighTower Advisors
117
HighTower Advisors
Illinois
$1.18M +$21.9K +1,289 +2%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.15M -$49.4K -2,899 -4%
MFS
119
Mattson Financial Services
Michigan
$1.11M -$7.52K -442 -0.7%
QT
120
Quantbot Technologies
New York
$1.1M -$641K -37,667 -37%
ANTB
121
AMG National Trust Bank
Colorado
$1.09M +$1.06M +62,276 New
BAM
122
Blueshift Asset Management
New Jersey
$1.06M +$1.03M +60,706 New
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$1.06M
IG
124
ING Group
Netherlands
$1.03M +$1M +59,000 New
KB
125
Kimelman & Baird
New York
$1.03M