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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
151
Deutsche Bank
Germany
$757K -$32.6K -1,671 -4%
Pacer Advisors
152
Pacer Advisors
Pennsylvania
$756K +$478K +24,561 +173%
X
153
Xponance
Pennsylvania
$728K -$19.3K -991 -3%
ET
154
Entropy Technologies
New York
$725K +$725K +37,192 New
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$724K -$8.36K -429 -1%
CCMG
156
Clark Capital Management Group
Pennsylvania
$720K +$720K +36,972 New
AIP
157
Ameritas Investment Partners
Nebraska
$719K -$22K -1,131 -3%
COPPSERS
158
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$718K +$49.4K +2,536 +7%
Zurich Cantonal Bank
159
Zurich Cantonal Bank
Switzerland
$700K – – –
American Century Companies
160
American Century Companies
Missouri
$682K +$2.44K +125 +0.4%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$678K – – –
US Bancorp
162
US Bancorp
Minnesota
$652K +$1.17K +60 +0.2%
PTC
163
Petrus Trust Company
Texas
$646K +$443K +22,725 +218%
KPWS
164
Kestra Private Wealth Services
Texas
$644K -$429 -22 -0.1%
RIM
165
Redwood Investment Management
Arizona
$633K -$70.1K -3,603 -10%
PI
166
PEAK6 Investments
Illinois
$625K -$82.9K -4,257 -12%
LTAS
167
Linden Thomas Advisory Services
North Carolina
$621K -$11.6K -596 -2%
Corient Private Wealth
168
Corient Private Wealth
Florida
$611K +$42.4K +2,178 +7%
Handelsbanken Fonder
169
Handelsbanken Fonder
Sweden
$599K – – –
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$593K +$193K +9,933 +48%
DC
171
Dryden Capital
Florida
$584K – – –
OTL
172
Oak Thistle LLC
New York
$581K +$581K +29,806 New
BAM
173
Boyar Asset Management
New York
$557K -$95.6K -4,908 -15%
HF
174
HRT Financial
New York
$554K -$2.32M -119,214 -81%
ETC
175
Exchange Traded Concepts
Oklahoma
$541K – – –
5 6
7
8 9