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Wendy's
WEN

Overview Fund Activity

339 hedge funds and large institutions have $3.6B invested in Wendy's in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-6
Holders Change %
-1.74%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
135
Reduced
94
Closed
44
Calls
$25.6M
Puts
$14.9M
Net Calls
+$10.7M
Net Calls Change
-$8.45M

Top Buyers

1
BlackRock
BlackRock
New York
$444M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.2M
3
Charles Schwab
Charles Schwab
California
$99.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$438M

Top Sellers

1
TFM
Trian Fund Management
New York
$473M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.74M
3
SSA
Schonfeld Strategic Advisors
New York
$7.66M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Walleye Capital
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
176
Cetera Advisor Networks
California
$384K +$86.7K +3,980 +29%
RJFSA
177
Raymond James Financial Services Advisors
Florida
$380K -$1.29K -59 -0.3%
SAG
178
SageView Advisory Group
California
$376K +$376K +17,242 New
CGH
179
Crossmark Global Holdings
Texas
$373K +$1.11K +51 +0.3%
PWS
180
Private Wealth Strategies
Ohio
$372K +$22 +1 +0%
HNB
181
Huntington National Bank
Ohio
$361K +$34.8K +1,599 +11%
Russell Investments Group
182
Russell Investments Group
United Kingdom
$358K +$1.87K +86 +0.5%
HFS
183
Hantz Financial Services
Michigan
$357K +$19.5K +893 +6%
Mariner
184
Mariner
Kansas
$357K +$24.3K +1,117 +7%
MM
185
MQS Management
New York
$350K +$350K +16,091 New
KWMG
186
King Wealth Management Group
Florida
$343K -$17.6K -810 -5%
SAM
187
Securian Asset Management
Minnesota
$338K -$3.05K -140 -0.9%
GCP
188
GSA Capital Partners
United Kingdom
$337K +$337K +15,473 New
FWA
189
FSM Wealth Advisors
Ohio
$333K – – –
Cetera Investment Advisers
190
Cetera Investment Advisers
Illinois
$331K +$65.6K +3,012 +25%
1SB
191
1ST Source Bank
Indiana
$329K – – –
QCM
192
Quantinno Capital Management
New York
$319K -$1.33K -61 -0.4%
WB
193
WesBanco Bank
West Virginia
$319K +$319K +14,656 New
HWM
194
HB Wealth Management
Georgia
$318K +$1.2K +55 +0.4%
WS
195
Wedbush Securities
California
$315K -$4.51K -207 -1%
FAIM
196
Financial Advocates Investment Management
Washington
$306K +$79.4K +3,646 +35%
Natixis Advisors
197
Natixis Advisors
Massachusetts
$302K -$10K -461 -3%
BCM
198
Becker Capital Management
Oregon
$300K – – –
SAM
199
Shell Asset Management
Netherlands
$297K -$1.05K -48 -0.4%
OC
200
Oppenheimer & Co
New York
$297K -$22.8K -1,046 -7%
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