Wendy's
324 hedge funds and large institutions have $3.49B invested in Wendy's in 2019 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 97 increasing their positions, 103 reducing their positions, and 42 closing their positions.
251% more call options, than puts
Call options by funds: $24.1M | Put options by funds: $6.88M
21% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 42
9% more capital invested
Capital invested by funds: $3.2B → $3.49B (+$292M)
1% more funds holding
Funds holding: 321 → 324 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.39% less ownership
Funds ownership: 77.77% → 77.38% (-0.39%)
6% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$77.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$32.1M |
| 3 |
Holocene Advisors
New York
|
+$30.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$28.5M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$44.8M |
| 2 |
SCM
Suvretta Capital Management
New York
|
-$39.8M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$36M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$27.9M |
| 5 |
JP Morgan Chase
New York
|
-$19.9M |
WEN Hedge Fund Activity: Q2 2019 in Review
324 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2019, worth a combined $3.49B — up 9.1% from $3.2B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new WEN positions and 42 closed out — a net gain of 9 holders — while 97 added to existing stakes and 103 trimmed.
The largest buyer was Invesco, adding an estimated $77.8M. The largest seller was Millennium Management, cutting an estimated $44.8M.
- 324 institutional investors held Wendy's (WEN) as of Q2 2019, up from 321 in Q1 2019.
- Funds reported $3.49B of Wendy's stock for Q2 2019, up 9.1% quarter-over-quarter.
- 51 funds opened new Wendy's positions in Q2 2019 and 42 closed out, a net change of +9 holders.
- The largest Wendy's buyer in Q2 2019 was Invesco, an estimated $77.8M added.
- The largest Wendy's seller in Q2 2019 was Millennium Management, an estimated $44.8M sold.
Based on aggregated 13F filings for Q2 2019.