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Wendy's
WEN

Overview Fund Activity

388 hedge funds and large institutions have $2.98B invested in Wendy's in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+28
Holders Change %
+7.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
129
Reduced
119
Closed
40
Calls
$24.7M
Puts
$31M
Net Calls
-$6.33M
Net Calls Change
+$6.34M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$116M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$42.1M
3
Squarepoint
3
Squarepoint
New York
$59.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$17.1M
5
Harris Associates
5
Harris Associates
Illinois
$161M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$18.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Millennium Management
3
Millennium Management
New York
$34.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$86.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
KB
126
Kimelman & Baird
New York
$999K +$999K +58,878 New
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$980K – – –
QCM
128
Quantinno Capital Management
New York
$976K +$766K +45,167 +366%
Thrivent Financial for Lutherans
129
Thrivent Financial for Lutherans
Minnesota
$930K -$2.02M -118,830 -68%
AI
130
Atria Investments
North Carolina
$896K +$896K +52,856 New
YCM
131
Yousif Capital Management
Michigan
$874K -$102K -6,005 -10%
Truist Financial
132
Truist Financial
North Carolina
$874K +$13.7K +810 +2%
TRCT
133
Tower Research Capital (TRC)
New York
$865K +$707K +41,668 +446%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$838K +$635K +37,443 +312%
ASRS
135
Arizona State Retirement System
Arizona
$829K +$12.1K +711 +1%
RIA
136
Regal Investment Advisors
Michigan
$805K +$805K +47,439 New
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$797K -$18.7K -1,100 -2%
Mercer Global Advisors
138
Mercer Global Advisors
Colorado
$796K +$16.2K +953 +2%
AC
139
AXQ Capital
New Jersey
$792K +$792K +46,725 New
CIG
140
Cullen Investment Group
Louisiana
$772K +$5.58K +329 +0.7%
Comerica Bank
141
Comerica Bank
Texas
$770K -$75.7K -4,466 -9%
MP
142
McDonald Partners
Ohio
$767K +$9.26K +546 +1%
Pacer Advisors
143
Pacer Advisors
Pennsylvania
$743K +$321K +18,905 +76%
Simplex Trading
144
Simplex Trading
Illinois
$739K +$739K +43,594 New
PCA
145
Pallas Capital Advisors
Massachusetts
$702K +$702K +38,854 New
SG Americas Securities
146
SG Americas Securities
New York
$697K +$480K +28,294 +221%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$679K +$232K +13,703 +52%
SOMRS
148
State of Michigan Retirement System
Michigan
$678K -$17K -1,000 -2%
BFA
149
Brown Financial Advisors
Ohio
$677K +$677K +39,943 New
RJA
150
Raymond James & Associates
Florida
$652K -$740K -43,627 -53%
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