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Wendy's
WEN

Overview Fund Activity

385 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, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$1.16M +$917 +47 +0.1%
YCM
127
Yousif Capital Management
Michigan
$1.15M -$18.2K -936 -2%
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$1.13M – – –
A
129
AlphaQuest
New York
$1.08M +$1.08M +55,302 New
BC
130
Burney Company
Virginia
$1.07M +$799K +41,009 +291%
Comerica Bank
131
Comerica Bank
Texas
$1.06M -$84.2K -4,323 -7%
Allianz Asset Management
132
Allianz Asset Management
Germany
$1.05M -$24.8K -1,275 -2%
AIMCA
133
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.03M +$1.03M +52,700 New
Truist Financial
134
Truist Financial
North Carolina
$995K -$409 -21 -0%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$982K +$64.1K +3,290 +7%
BFM
136
Boothbay Fund Management
New York
$970K -$20.6K -1,055 -2%
ASRS
137
Arizona State Retirement System
Arizona
$969K -$24.8K -1,274 -2%
PMEF
138
Point72 Middle East FZE
United Arab Emirates
$962K +$902K +46,328 +1,524%
IIM
139
INTECH Investment Management
Florida
$945K +$401K +20,561 +74%
OPERF
140
Oregon Public Employees Retirement Fund
Oregon
$915K -$11.7K -600 -1%
LSERS
141
Louisiana State Employees Retirement System
Louisiana
$914K -$21.4K -1,100 -2%
AG
142
Ascent Group
Virginia
$909K +$70.6K +3,615 +8%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$902K +$190K +9,758 +27%
MP
144
McDonald Partners
Ohio
$880K -$4.81K -247 -0.5%
CIG
145
Cullen Investment Group
Louisiana
$874K +$874K +44,842 New
CCIA
146
Campbell & Co Investment Adviser
Maryland
$822K +$362K +18,575 +79%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$815K +$18.9K +972 +2%
CC
148
Centiva Capital
New York
$803K +$803K +41,241 New
SOMRS
149
State of Michigan Retirement System
Michigan
$781K -$7.79K -400 -1%
PRC
150
Pearl River Capital
Michigan
$773K +$773K +39,694 New
4 5
6
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