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Wendy's
WEN

Overview Fund Activity

357 hedge funds and large institutions have $3.57B invested in Wendy's in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
124
Reduced
106
Closed
35
Calls
$25.7M
Puts
$21.1M
Net Calls
+$4.61M
Net Calls Change
-$6.09M

Top Buyers

1
Invesco
1
Invesco
Georgia
$29M
2
Two Sigma Advisers
2
Two Sigma Advisers
New York
$45.1M
3
GI
3
Gradient Investments
Minnesota
$16.2M
4
NCM
4
Nine27 Capital Management
New York
$17.4M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$36M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$28.8M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$7.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$415M
4
TFM
4
Trian Fund Management
New York
$451M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YIH
176
Y-Intercept (HK)
Hong Kong
$518K -$786K -36,145 -60%
Public Employees Retirement Association of Colorado
177
Public Employees Retirement Association of Colorado
Colorado
$518K – – –
KI
178
Kapitalo Investimentos
Brazil
$507K +$507K +23,322 New
MM
179
MQS Management
New York
$496K +$146K +6,727 +42%
TPA
180
Trivium Point Advisory
Connecticut
$487K +$3.92K +180 +0.8%
Bank of Nova Scotia
181
Bank of Nova Scotia
Ontario, Canada
$482K +$482K +22,171 New
EFI
182
EHP Funds Inc
Canada
$479K +$479K +22,000 New
WJWM
183
Williams Jones Wealth Management
New York
$468K -$21.8K -1,000 -4%
ESCM
184
Echo Street Capital Management
New York
$465K +$465K +21,388 New
MOS
185
MGO One Seven
Ohio
$464K +$1.24K +57 +0.3%
PAMS
186
Pictet Asset Management (Switzerland)
Switzerland
$456K +$34.3K +1,578 +8%
SOADOR
187
State of Alaska Department of Revenue
Alaska
$454K -$56.1K -2,580 -11%
PNC Financial Services Group
188
PNC Financial Services Group
Pennsylvania
$417K -$68.1K -3,132 -14%
Stifel Financial
189
Stifel Financial
Missouri
$409K -$126K -5,792 -24%
State of Wisconsin Investment Board
190
State of Wisconsin Investment Board
Wisconsin
$408K -$88.4K -4,066 -18%
SAG
191
SageView Advisory Group
California
$406K +$30.9K +1,421 +8%
FRM
192
Fox Run Management
Connecticut
$389K +$389K +17,903 New
PCM
193
Prelude Capital Management
New York
$387K -$163K -7,496 -30%
GVAG
194
Great Valley Advisor Group
Delaware
$383K +$383K +17,600 New
PWS
195
Private Wealth Strategies
Ohio
$371K +$22 +1 +0%
Verition Fund Management
196
Verition Fund Management
Connecticut
$370K -$391K -17,981 -51%
CAN
197
Cetera Advisor Networks
California
$366K -$18K -829 -5%
Russell Investments Group
198
Russell Investments Group
United Kingdom
$363K +$5K +230 +1%
SSA
199
Schonfeld Strategic Advisors
New York
$359K -$7.29M -335,164 -95%
HFS
200
Hantz Financial Services
Michigan
$348K -$8.65K -397 -2%
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