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Wendy's
WEN

Overview Fund Activity

348 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.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
126
Allstate Corporation
Illinois
$1.21M -$1.54K -71 -0.1%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$1.21M +$996K +45,956 +471%
SRAM
128
Spouting Rock Asset Management
Pennsylvania
$1.19M +$1.19M +54,844 New
Baird Financial Group
129
Baird Financial Group
Wisconsin
$1.13M -$18.8K -868 -2%
PAM
130
Panagora Asset Management
Massachusetts
$1.12M +$628K +28,983 +128%
ASRS
131
Arizona State Retirement System
Arizona
$1.11M -$11.5K -531 -1%
LPL Financial
132
LPL Financial
California
$1.06M +$44.6K +2,057 +4%
AIP
133
Ameritas Investment Partners
Nebraska
$1.04M – – –
SI
134
Stephens Inc
Arkansas
$1.03M -$20K -923 -2%
WG
135
Winton Group
United Kingdom
$1.01M -$129K -5,937 -11%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$1.01M -$9.17K -423 -0.9%
MP
137
McDonald Partners
Ohio
$1M -$28.5K -1,317 -3%
US Bancorp
138
US Bancorp
Minnesota
$994K -$62.8K -2,896 -6%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$986K -$8.67K -400 -0.9%
SOMRS
140
State of Michigan Retirement System
Michigan
$968K – – –
KWMG
141
King Wealth Management Group
Florida
$957K -$53.3K -2,457 -5%
PP
142
Paloma Partners
Connecticut
$891K -$2.94M -135,772 -77%
MLICM
143
Metropolitan Life Insurance Company (MetLife)
New York
$888K -$25.9K -1,194 -3%
Russell Investments Group
144
Russell Investments Group
United Kingdom
$842K +$142K +6,575 +20%
X
145
Xponance
Pennsylvania
$835K -$17.4K -800 -2%
DC
146
Diametric Capital
Massachusetts
$832K +$832K +38,356 New
Jacobs Levy Equity Management
147
Jacobs Levy Equity Management
New Jersey
$826K -$3.67M -169,336 -82%
NMERB
148
New Mexico Educational Retirement Board
New Mexico
$804K – – –
BAM
149
Boyar Asset Management
New York
$803K -$23.7K -1,092 -3%
RJA
150
Raymond James & Associates
Florida
$774K +$103K +4,728 +15%
4 5
6
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