Wendy's
386 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, 142 increasing their positions, 99 reducing their positions, and 33 closing their positions.
127% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 33
43% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 99
11% more funds holding
Funds holding: 349 → 386 (+37)
4.09% more ownership
Funds ownership: 81.89% → 85.97% (+4.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $3.54B → $3.45B (-$87.5M)
23% less call options, than puts
Call options by funds: $28.4M | Put options by funds: $36.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$41.2M |
| 2 |
Man Group
London,
United Kingdom
|
+$40.8M |
| 3 |
Morgan Stanley
New York
|
+$40.3M |
| 4 |
Two Sigma Investments
New York
|
+$28.8M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$54M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41.3M |
| 3 |
TFM
Trian Fund Management
New York
|
-$36.3M |
| 4 |
Squarepoint
New York
|
-$21M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$13M |
WEN Hedge Fund Activity: Q4 2023 in Review
386 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2023, worth a combined $3.45B — down 2.5% from $3.54B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new WEN positions and 33 closed out — a net gain of 42 holders — while 142 added to existing stakes and 99 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $41.2M. The largest seller was Harris Associates, cutting an estimated $54M.
- 386 institutional investors held Wendy's (WEN) as of Q4 2023, up from 349 in Q3 2023.
- Funds reported $3.45B of Wendy's stock for Q4 2023, down 2.5% quarter-over-quarter.
- 75 funds opened new Wendy's positions in Q4 2023 and 33 closed out, a net change of +42 holders.
- The largest Wendy's buyer in Q4 2023 was AQR Capital Management, an estimated $41.2M added.
- The largest Wendy's seller in Q4 2023 was Harris Associates, an estimated $54M sold.
Based on aggregated 13F filings for Q4 2023.