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Wendy's
WEN

Overview Fund Activity

345 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 117 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
5.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
117
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
$116M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$41.3M
3
SSA
Schonfeld Strategic Advisors
New York
$35.9M
4
Marshall Wace
Marshall Wace
United Kingdom
$25M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$37.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$81.6M
2
Millennium Management
Millennium Management
New York
$52M
3
Harris Associates
Harris Associates
Illinois
$112M
4
Deutsche Bank
Deutsche Bank
Germany
$40.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$4.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
176
J.P. Morgan Private Wealth Advisors
California
$435K -$14.1K -625 -3%
USAA
177
United Services Automobile Association
Texas
$427K – – –
RJFSA
178
Raymond James Financial Services Advisors
Florida
$396K +$9.91K +438 +3%
TS
179
True Signal
New York
$394K +$394K +17,420 New
CGH
180
Crossmark Global Holdings
Texas
$387K -$17.9K -790 -4%
PWS
181
Private Wealth Strategies
Ohio
$386K +$386K +17,076 New
KWMG
182
King Wealth Management Group
Florida
$375K -$13.6K -601 -4%
PCM
183
Penserra Capital Management
California
$375K +$375K +16,606 New
AC
184
AXQ Capital
New Jersey
$371K +$371K +16,399 New
Russell Investments Group
185
Russell Investments Group
United Kingdom
$370K -$196K -8,667 -35%
NMIMC
186
Northwestern Mutual Investment Management Company
Wisconsin
$357K -$199K -8,815 -36%
PCM
187
Prelude Capital Management
New York
$357K -$463K -20,438 -56%
SAM
188
Securian Asset Management
Minnesota
$354K +$3.06K +135 +0.9%
HFS
189
Hantz Financial Services
Michigan
$350K -$60K -2,655 -15%
FWA
190
FSM Wealth Advisors
Ohio
$346K – – –
Mariner
191
Mariner
Kansas
$346K -$25.4K -1,125 -7%
1SB
192
1ST Source Bank
Indiana
$341K – – –
HNB
193
Huntington National Bank
Ohio
$339K -$33.9K -1,500 -9%
AI
194
Atom Investors
Texas
$337K +$337K +14,898 New
QCM
195
Quantinno Capital Management
New York
$333K +$333K +14,730 New
OC
196
Oppenheimer & Co
New York
$332K -$133K -5,876 -29%
WS
197
Wedbush Securities
California
$332K +$3.97K +175 +1%
SBH
198
Segall Bryant & Hamill
Illinois
$330K -$63.3K -2,802 -16%
HWM
199
HB Wealth Management
Georgia
$329K +$66.8K +2,952 +26%
SEI Investments
200
SEI Investments
Pennsylvania
$325K -$4.05M -178,781 -93%
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