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Wendy's
WEN

Overview Fund Activity

339 hedge funds and large institutions have $3.6B invested in Wendy's in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-6
Holders Change %
-1.74%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
135
Reduced
94
Closed
44
Calls
$25.6M
Puts
$14.9M
Net Calls
+$10.7M
Net Calls Change
-$8.45M

Top Buyers

1
BlackRock
1
BlackRock
New York
$444M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$57.2M
3
Charles Schwab
3
Charles Schwab
California
$99.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.7M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$438M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$473M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$8.74M
3
SSA
3
Schonfeld Strategic Advisors
New York
$7.66M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Walleye Capital
5
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$611K +$82.6K +3,791 +16%
Allianz Asset Management
152
Allianz Asset Management
Germany
$611K +$91.1K +4,185 +18%
PGIM
153
Pacific Global Investment Management
California
$609K -$8.84K -406 -1%
NCM
154
NCM Capital Management
New Jersey
$607K +$937 +43 +0.2%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$593K – – –
IMRF
156
Illinois Municipal Retirement Fund
Illinois
$577K – – –
PCM
157
Prelude Capital Management
New York
$551K +$208K +9,536 +60%
Stifel Financial
158
Stifel Financial
Missouri
$536K +$32.5K +1,492 +6%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$518K – – –
AC
160
AXQ Capital
New Jersey
$517K +$160K +7,331 +45%
KPWS
161
Kestra Private Wealth Services
Texas
$514K +$79.8K +3,664 +18%
SOADOR
162
State of Alaska Department of Revenue
Alaska
$511K -$3.05K -140 -0.6%
AP
163
Advisors Preferred
Maryland
$504K +$504K +22,637 New
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$497K +$5.86K +269 +1%
PAS
165
Park Avenue Securities
New York
$495K +$495K +22,724 New
WJWM
166
Williams Jones Wealth Management
New York
$490K – – –
PNC Financial Services Group
167
PNC Financial Services Group
Pennsylvania
$486K +$35.6K +1,633 +8%
Citigroup
168
Citigroup
New York
$485K -$74.2K -3,405 -13%
TPA
169
Trivium Point Advisory
Connecticut
$484K +$484K +22,225 New
MOS
170
MGO One Seven
Ohio
$463K +$1.55K +71 +0.3%
MC
171
Maverick Capital
Texas
$447K -$754K -34,606 -63%
BAM
172
Blueshift Asset Management
New Jersey
$443K +$443K +20,338 New
PAMS
173
Pictet Asset Management (Switzerland)
Switzerland
$422K – – –
JPMPWA
174
J.P. Morgan Private Wealth Advisors
California
$420K +$806 +37 +0.2%
SG Americas Securities
175
SG Americas Securities
New York
$397K +$175K +8,045 +79%
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