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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 %
Tudor Investment Corp
151
Tudor Investment Corp
Connecticut
$767K -$231K -10,677 -23%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$732K – – –
AG
153
Algert Global
California
$710K +$710K +32,746 New
URS
154
Utah Retirement Systems
Utah
$700K -$47.7K -2,200 -6%
Osaic Holdings
155
Osaic Holdings
Arizona
$698K +$62.6K +2,887 +10%
PGIM
156
Pacific Global Investment Management
California
$683K -$43 -2 -0%
PI
157
PEAK6 Investments
Illinois
$678K -$247K -11,406 -27%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$665K +$124K +5,720 +23%
WIS
159
Wright Investors Service
Connecticut
$664K +$664K +30,616 New
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$663K -$8.74M -403,335 -93%
Mercer Global Advisors
161
Mercer Global Advisors
Colorado
$657K +$128K +5,900 +24%
NMIMC
162
Northwestern Mutual Investment Management Company
Wisconsin
$638K -$1.13K -52 -0.2%
KAS
163
Kestra Advisory Services
Texas
$622K +$360K +16,626 +138%
SOADOR
164
State of Alaska Department of Revenue
Alaska
$605K +$9.55K +441 +2%
AIL
165
AGF Investments LLC
Ontario, Canada
$578K +$10.2K +470 +2%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$576K -$90.6K -4,179 -14%
Victory Capital Management
167
Victory Capital Management
Texas
$572K -$25K -1,155 -4%
Mitsubishi UFJ Trust & Banking
168
Mitsubishi UFJ Trust & Banking
Japan
$571K +$75.8K +3,500 +15%
ETC
169
Exchange Traded Concepts
Oklahoma
$556K +$556K +25,652 New
TRCT
170
Tower Research Capital (TRC)
New York
$555K +$45.6K +2,101 +9%
XWM
171
Xcel Wealth Management
Florida
$547K +$547K +25,250 New
WJWM
172
Williams Jones Wealth Management
New York
$520K – – –
PCM
173
Prelude Capital Management
New York
$517K +$237K +10,949 +85%
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$516K – – –
SAM
175
Shell Asset Management
Netherlands
$514K -$22.1K -1,020 -4%
5 6
7
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