360 hedge funds and large institutions have $3.3B invested in Wendy's in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-25
Holders Change %
-6.49%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
122
Reduced
128
Closed
63
Calls
$19.3M
Puts
$32M
Net Calls
-$12.7M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
X
151
Xponance
Pennsylvania
$665K -$38.4K -2,040 -5%
American Century Companies
152
American Century Companies
Missouri
$661K +$2.2K +117 +0.3%
NMERB
153
New Mexico Educational Retirement Board
New Mexico
$656K
ETC
154
Exchange Traded Concepts
Oklahoma
$632K +$109K +5,811 +21%
PTC
155
Petrus Trust Company
Texas
$625K
LTAS
156
Linden Thomas Advisory Services
North Carolina
$617K +$16.4K +873 +3%
PI
157
PEAK6 Investments
Illinois
$609K +$4.92K +261 +0.8%
KPWS
158
Kestra Private Wealth Services
Texas
$604K -$18.8K -999 -3%
JFG
159
Jefferies Financial Group
New York
$599K +$599K +31,815 New
Corient Private Wealth
160
Corient Private Wealth
Florida
$589K -$1.94K -103 -0.3%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$579K
BAM
162
Boyar Asset Management
New York
$565K +$26.4K +1,400 +5%
JF
163
Jump Financial
Illinois
$565K -$1.01M -53,742 -64%
SCM
164
Shelton Capital Management
Colorado
$555K +$555K +29,474 New
NCM
165
NCM Capital Management
New Jersey
$522K
TL
166
TowerView LLC
New York
$518K +$518K +27,500 New
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$504K +$55.3K +2,933 +12%
Asset Management One
168
Asset Management One
Japan
$497K -$19.3K -1,022 -4%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$496K -$77K -4,085 -13%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$477K +$52.7K +2,795 +12%
Pacer Advisors
171
Pacer Advisors
Pennsylvania
$469K -$262K -13,899 -36%
PAS
172
Park Avenue Securities
New York
$465K -$23.6K -1,249 -5%
PGIM
173
Pacific Global Investment Management
California
$448K -$51.8K -2,751 -10%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$448K +$213K +11,318 +91%
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$425K +$29.6K +1,573 +8%