Wendy's
336 hedge funds and large institutions have $3.53B invested in Wendy's in 2021 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 92 increasing their positions, 133 reducing their positions, and 34 closing their positions.
44% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 34
8% more capital invested
Capital invested by funds: $3.28B → $3.53B (+$248M)
4% more funds holding
Funds holding: 323 → 336 (+13)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.19% less ownership
Funds ownership: 72.44% → 68.25% (-4.2%)
20% less call options, than puts
Call options by funds: $71M | Put options by funds: $88.3M
31% less repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 133
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$86.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$72.3M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$32.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$24.2M |
| 5 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$68.4M |
| 2 |
Two Sigma Investments
New York
|
-$59.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$57.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$54.3M |
| 5 |
Millennium Management
New York
|
-$32.9M |
WEN Hedge Fund Activity: Q2 2021 in Review
336 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2021, worth a combined $3.53B — up 7.6% from $3.28B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new WEN positions and 34 closed out — a net gain of 15 holders — while 92 added to existing stakes and 133 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $86.3M. The largest seller was BlackRock, cutting an estimated $68.4M.
- 336 institutional investors held Wendy's (WEN) as of Q2 2021, up from 323 in Q1 2021.
- Funds reported $3.53B of Wendy's stock for Q2 2021, up 7.6% quarter-over-quarter.
- 49 funds opened new Wendy's positions in Q2 2021 and 34 closed out, a net change of +15 holders.
- The largest Wendy's buyer in Q2 2021 was Massachusetts Financial Services, an estimated $86.3M added.
- The largest Wendy's seller in Q2 2021 was BlackRock, an estimated $68.4M sold.
Based on aggregated 13F filings for Q2 2021.