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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
176
Pacer Advisors
Pennsylvania
$513K -$45.7K -2,108 -8%
SWP
177
Stratos Wealth Partners
Ohio
$511K -$4.33K -200 -0.8%
BO
178
BRR OpCo
Ohio
$499K -$108 -5 -0%
State of Wisconsin Investment Board
179
State of Wisconsin Investment Board
Wisconsin
$484K +$22.8K +1,050 +5%
TRSOTSOK
180
Teachers Retirement System of the State of Kentucky
Kentucky
$470K – – –
QIM
181
Quantitative Investment Management
Virginia
$455K +$455K +21,025 New
RJFSA
182
Raymond James Financial Services Advisors
Florida
$448K +$140K +6,472 +46%
GCIA
183
Gabelli & Co Investment Advisers
New York
$434K – – –
HNB
184
Huntington National Bank
Ohio
$423K +$41.8K +1,928 +11%
Zurich Cantonal Bank
185
Zurich Cantonal Bank
Switzerland
$416K – – –
Stifel Financial
186
Stifel Financial
Missouri
$414K -$6.2K -286 -1%
GCP
187
GSA Capital Partners
United Kingdom
$408K -$907K -41,835 -69%
BFA
188
Beacon Financial Advisory
Ohio
$402K – – –
CGH
189
Crossmark Global Holdings
Texas
$400K -$10.6K -490 -3%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$396K -$22.5K -1,041 -5%
Lazard Asset Management
191
Lazard Asset Management
New York
$396K +$358K +16,512 +934%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$395K +$13.9K +641 +4%
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$395K -$48.2K -2,241 -11%
Sumitomo Mitsui Trust Group
194
Sumitomo Mitsui Trust Group
Japan
$394K +$394K +18,172 New
SEI Investments
195
SEI Investments
Pennsylvania
$387K +$387K +17,842 New
American Century Companies
196
American Century Companies
Missouri
$376K -$2.26M -104,133 -86%
Truist Financial
197
Truist Financial
North Carolina
$362K +$21.6K +997 +6%
SBH
198
Segall Bryant & Hamill
Illinois
$355K +$355K +16,392 New
BFM
199
Boothbay Fund Management
New York
$353K +$353K +16,280 New
SAM
200
Securian Asset Management
Minnesota
$347K -$6.32K -291 -2%
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