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Wendy's
WEN

Overview Fund Activity

313 hedge funds and large institutions have $3.56B invested in Wendy's in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 93 increasing their positions, 103 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-19
Holders Change %
-5.72%
% of All Funds
6.33%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
37
Increased
93
Reduced
103
Closed
54
Calls
$37M
Puts
$41.7M
Net Calls
-$4.75M
Net Calls Change
-$15.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$148M
2
Two Sigma Investments
Two Sigma Investments
New York
$95M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$105M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$52.3M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$79.4M

Top Sellers

1
MCM
Melvin Capital Management
New York
$0
2
Invesco
Invesco
Georgia
$73.4M
3
Holocene Advisors
Holocene Advisors
New York
$0
4
CCM
Clearfield Capital Management
New York
$0
5
Vanguard Group
Vanguard Group
Pennsylvania
$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRSOTSOK
151
Teachers Retirement System of the State of Kentucky
Kentucky
$606K – – –
Jacobs Levy Equity Management
152
Jacobs Levy Equity Management
New Jersey
$606K +$606K +27,180 New
Prudential Financial
153
Prudential Financial
New Jersey
$593K -$1.2M -53,928 -67%
HSBC Holdings
154
HSBC Holdings
United Kingdom
$574K +$308K +13,746 +116%
EGM
155
Engineers Gate Manager
New York
$567K -$2.24M -100,445 -80%
PWS
156
Private Wealth Strategies
Ohio
$560K +$1.27K +57 +0.2%
MCM
157
MAI Capital Management
Ohio
$550K – – –
VRS
158
Virginia Retirement Systems
Virginia
$548K +$127K +5,700 +30%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$544K +$22.4K +1,006 +4%
State of Wisconsin Investment Board
160
State of Wisconsin Investment Board
Wisconsin
$536K +$9.59K +430 +2%
Public Employees Retirement Association of Colorado
161
Public Employees Retirement Association of Colorado
Colorado
$531K -$245K -10,973 -32%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$528K -$66.3K -2,975 -11%
SWP
163
Stratos Wealth Partners
Ohio
$527K -$53.9K -2,418 -9%
WJWM
164
Williams Jones Wealth Management
New York
$517K +$517K +23,200 New
HNB
165
Huntington National Bank
Ohio
$514K -$203K -9,100 -28%
PAMP
166
Polar Asset Management Partners
Ontario, Canada
$497K +$497K +22,296 New
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$476K – – –
Walleye Trading
168
Walleye Trading
New York
$470K -$792K -35,505 -63%
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$459K -$1.16K -52 -0.3%
BFA
170
Beacon Financial Advisory
Ohio
$451K – – –
JPMPWA
171
J.P. Morgan Private Wealth Advisors
California
$440K +$11.1K +500 +3%
Baird Financial Group
172
Baird Financial Group
Wisconsin
$437K +$24.1K +1,079 +6%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$437K +$26.2K +1,178 +6%
OC
174
Oppenheimer & Co
New York
$420K +$9.12K +409 +2%
CGH
175
Crossmark Global Holdings
Texas
$415K -$669 -30 -0.2%
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