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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.54B invested in Wendy's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
123
Reduced
119
Closed
53
Calls
$23M
Puts
$21.7M
Net Calls
+$1.28M
Net Calls Change
-$3.33M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$681M
2
Harris Associates
2
Harris Associates
Illinois
$158M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$413M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$827K
2
Macquarie Group
2
Macquarie Group
Australia
$7.51M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$682K 33,414 +1,121 +3%
KPWS
152
Kestra Private Wealth Services
Texas
$675K 33,056 +7,011 +27%
LTAS
153
Linden Thomas Advisory Services
North Carolina
$662K 32,450 -817 -2%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$636K 31,171 -2,175 -7%
Mariner
155
Mariner
Kansas
$628K 30,790 +1,742 +6%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$628K 30,757 – –
SI
157
Stephens Inc
Arkansas
$618K 30,295 -1,882 -6%
DC
158
Dryden Capital
Florida
$612K 30,000 +30,000 New
AC
159
AXQ Capital
New Jersey
$610K 29,900 +29,900 New
Corient Private Wealth
160
Corient Private Wealth
Florida
$596K 29,180 +707 +2%
IIM
161
INTECH Investment Management
Florida
$571K 27,970 -11,046 -28%
BC
162
Bridgefront Capital
Texas
$570K 27,914 +15,871 +132%
NCM
163
NCM Capital Management
New Jersey
$569K 27,895 – –
ETC
164
Exchange Traded Concepts
Oklahoma
$566K 27,753 -262 -0.9%
DC
165
Diametric Capital
Massachusetts
$546K 26,761 -28,528 -52%
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$541K 26,504 – –
PGIM
167
Pacific Global Investment Management
California
$541K 26,487 -1,372 -5%
PAS
168
Park Avenue Securities
New York
$505K 24,728 +410 +2%
EF
169
Empowered Funds
Pennsylvania
$491K 24,068 +24,068 New
TCM
170
Teza Capital Management
Illinois
$491K 24,039 +24,039 New
CCIA
171
Campbell & Co Investment Adviser
Maryland
$482K 23,637 -27,852 -54%
GVAG
172
Great Valley Advisor Group
Delaware
$465K 22,800 +5,200 +30%
TPA
173
Trivium Point Advisory
Connecticut
$457K 23,535 +1,130 +5%
Bank of Nova Scotia
174
Bank of Nova Scotia
Ontario, Canada
$442K 21,649 -522 -2%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$428K 20,960 +20,960 New
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