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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
151
Cetera Investment Advisers
Illinois
$682K +$9.22K +526 +1%
Comerica Bank
152
Comerica Bank
Texas
$678K -$117K -6,674 -15%
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$664K – – –
NMIMC
154
Northwestern Mutual Investment Management Company
Wisconsin
$664K +$13.9K +793 +2%
NCM
155
NCM Capital Management
New Jersey
$660K – – –
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$659K +$14.1K +805 +2%
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$643K +$643K +36,726 New
EF
158
Empowered Funds
Pennsylvania
$626K +$241K +13,747 +63%
Deutsche Bank
159
Deutsche Bank
Germany
$623K -$24.6K -1,403 -4%
AIP
160
Ameritas Investment Partners
Nebraska
$619K – – –
American Century Companies
161
American Century Companies
Missouri
$618K +$1.37K +78 +0.2%
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$610K – – –
OPERF
163
Oregon Public Employees Retirement Fund
Oregon
$605K – – –
PCG
164
Prosperity Consulting Group
Maryland
$598K +$135K +7,709 +29%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$586K – – –
Corient Private Wealth
166
Corient Private Wealth
Florida
$582K +$2.96K +169 +0.5%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$579K +$97.8K +5,581 +20%
Wolverine Trading
168
Wolverine Trading
Illinois
$569K +$205K +11,540 +56%
I
169
InceptionR
California
$563K +$563K +32,130 New
IMC Chicago
170
IMC Chicago
Illinois
$550K -$716K -40,844 -57%
KPWS
171
Kestra Private Wealth Services
Texas
$547K -$14.2K -809 -3%
AG
172
Ascent Group
Virginia
$528K -$121K -6,929 -19%
SG Americas Securities
173
SG Americas Securities
New York
$526K -$194K -11,072 -27%
RIM
174
Redwood Investment Management
Arizona
$519K -$46.8K -2,628 -8%
BAM
175
Boyar Asset Management
New York
$516K -$9.48K -541 -2%
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