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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
151
State of Michigan Retirement System
Michigan
$701K
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$682K +$8.95K +526 +1%
Comerica Bank
153
Comerica Bank
Texas
$678K -$114K -6,674 -15%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$664K
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$664K +$13.5K +793 +2%
NCM
156
NCM Capital Management
New Jersey
$660K
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$659K +$13.7K +805 +2%
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$643K +$625K +36,726 New
EF
159
Empowered Funds
Pennsylvania
$626K +$234K +13,747 +63%
Deutsche Bank
160
Deutsche Bank
Germany
$623K -$23.9K -1,403 -4%
AIP
161
Ameritas Investment Partners
Nebraska
$619K
American Century Companies
162
American Century Companies
Missouri
$618K +$1.33K +78 +0.2%
NMERB
163
New Mexico Educational Retirement Board
New Mexico
$610K
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$605K
PCG
165
Prosperity Consulting Group
Maryland
$598K +$131K +7,709 +29%
Handelsbanken Fonder
166
Handelsbanken Fonder
Sweden
$586K
Corient Private Wealth
167
Corient Private Wealth
Florida
$582K +$2.88K +169 +0.5%
Cambridge Investment Research Advisors
168
Cambridge Investment Research Advisors
Iowa
$579K +$95K +5,581 +20%
Wolverine Trading
169
Wolverine Trading
Illinois
$569K +$196K +11,540 +56%
I
170
InceptionR
California
$563K +$547K +32,130 New
IMC Chicago
171
IMC Chicago
Illinois
$550K -$695K -40,844 -57%
KPWS
172
Kestra Private Wealth Services
Texas
$547K -$13.8K -809 -3%
AG
173
Ascent Group
Virginia
$528K -$118K -6,929 -19%
SG Americas Securities
174
SG Americas Securities
New York
$526K -$188K -11,072 -27%
RIM
175
Redwood Investment Management
Arizona
$519K -$44.7K -2,628 -8%