331 hedge funds and large institutions have $2.27B invested in Wendy's in 2020 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 97 increasing their positions, 110 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-22
Holders Change %
-6.23%
% of All Funds
7.31%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
47
Increased
97
Reduced
110
Closed
65
Calls
$20.2M
Puts
$21.8M
Net Calls
-$1.58M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PWS
176
Private Wealth Strategies
Ohio
$372K +$3.95K +265 +1%
MCM
177
MAI Capital Management
Ohio
$367K -$98.8K -6,639 -21%
WCM
178
Weld Capital Management
New York
$358K -$895K -60,146 -71%
Mackenzie Financial
179
Mackenzie Financial
Ontario, Canada
$342K +$342K +22,963 New
Envestnet Asset Management
180
Envestnet Asset Management
Illinois
$332K +$39.3K +2,639 +13%
SI
181
Stephens Inc
Arkansas
$308K +$308K +20,682 New
BFA
182
Beacon Financial Advisory
Ohio
$301K
CGH
183
Crossmark Global Holdings
Texas
$299K
JPMPWA
184
J.P. Morgan Private Wealth Advisors
California
$294K
W
185
WealthStone
Ohio
$293K +$293K +19,665 New
SAM
186
Securian Asset Management
Minnesota
$281K
JIC
187
Johnson Investment Counsel
Ohio
$280K
PAM
188
Panagora Asset Management
Massachusetts
$277K
Assenagon Asset Management
189
Assenagon Asset Management
Luxembourg
$264K +$264K +17,753 New
AG
190
AlphaSimPlex Group
Massachusetts
$263K -$513K -34,482 -66%
Stifel Financial
191
Stifel Financial
Missouri
$258K -$15.3K -1,041 -6%
VI
192
Vestcor Inc
New Brunswick, Canada
$255K -$28.3K -1,906 -10%
TMAM
193
Tokio Marine Asset Management
Japan
$253K -$10.4K -700 -4%
SAM
194
Shell Asset Management
Netherlands
$253K -$3.86K -260 -2%
M&T Bank
195
M&T Bank
New York
$252K +$40.2K +2,704 +19%
WC
196
Wexford Capital
Florida
$248K +$248K +16,692 New
SIM
197
Spark Investment Management
New York
$246K -$2.88M -194,311 -92%
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$245K -$297K -20,000 -55%
Cambridge Investment Research Advisors
199
Cambridge Investment Research Advisors
Iowa
$244K +$10.6K +713 +5%
1SB
200
1ST Source Bank
Indiana
$239K