Wendy's
349 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.
43% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 40
4% more funds holding
Funds holding: 336 → 349 (+13)
2.07% more ownership
Funds ownership: 68.25% → 70.33% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 110
4% less capital invested
Capital invested by funds: $3.53B → $3.4B (-$131M)
35% less call options, than puts
Call options by funds: $54.4M | Put options by funds: $84.3M
Top Buyers
Top Sellers
| 1 |
TFM
Trian Fund Management
New York
|
-$29.6M |
| 2 |
D.E. Shaw & Co
New York
|
-$21.1M |
| 3 |
DCM
Dorsal Capital Management
Redwood City,
California
|
-$18.5M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$16.5M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$15.7M |
WEN Hedge Fund Activity: Q3 2021 in Review
349 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q3 2021, worth a combined $3.4B — down 3.7% from $3.53B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new WEN positions and 40 closed out — a net gain of 17 holders — while 107 added to existing stakes and 110 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $53.6M. The largest seller was Trian Fund Management, cutting an estimated $29.6M.
- 349 institutional investors held Wendy's (WEN) as of Q3 2021, up from 336 in Q2 2021.
- Funds reported $3.4B of Wendy's stock for Q3 2021, down 3.7% quarter-over-quarter.
- 57 funds opened new Wendy's positions in Q3 2021 and 40 closed out, a net change of +17 holders.
- The largest Wendy's buyer in Q3 2021 was Massachusetts Financial Services, an estimated $53.6M added.
- The largest Wendy's seller in Q3 2021 was Trian Fund Management, an estimated $29.6M sold.
Based on aggregated 13F filings for Q3 2021.