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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$66.6M
2
Man Group
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
3
TFM
Trian Fund Management
New York
$613M
4
Squarepoint
Squarepoint
New York
$8.95M
5
Victory Capital Management
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NCM
176
NCM Capital Management
New Jersey
$539K -$3.9K -200 -0.7%
Asset Management One
177
Asset Management One
Japan
$535K -$137K -6,998 -20%
State of Wisconsin Investment Board
178
State of Wisconsin Investment Board
Wisconsin
$524K +$121K +6,224 +30%
PGIM
179
Pacific Global Investment Management
California
$517K +$857 +44 +0.2%
IMRF
180
Illinois Municipal Retirement Fund
Illinois
$516K – – –
PAS
181
Park Avenue Securities
New York
$505K +$23K +1,178 +5%
MM
182
MQS Management
New York
$501K +$501K +25,707 New
TPA
183
Trivium Point Advisory
Connecticut
$474K +$16K +820 +3%
TRCT
184
Tower Research Capital (TRC)
New York
$470K +$328K +16,817 +230%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$464K -$144K -7,365 -24%
EI
186
Ethic Inc
New York
$447K +$447K +22,923 New
Mirae Asset Global Investments
187
Mirae Asset Global Investments
South Korea
$446K +$91.4K +4,693 +26%
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$439K +$201K +10,302 +84%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$411K +$196K +10,063 +91%
Pictet Asset Management
190
Pictet Asset Management
Switzerland
$408K – – –
Bank of Nova Scotia
191
Bank of Nova Scotia
Ontario, Canada
$401K -$21.2K -1,088 -5%
AWA
192
Arkadios Wealth Advisors
Georgia
$396K +$17.8K +915 +5%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$388K – – –
SPA
194
Sherbrooke Park Advisers
New York
$388K +$388K +19,912 New
II
195
Inspire Investing
Idaho
$384K +$92K +4,725 +32%
CAN
196
Cetera Advisor Networks
California
$376K +$13.2K +680 +4%
ARC
197
Advisor Resource Council
Texas
$372K +$372K +19,122 New
WJWM
198
Williams Jones Wealth Management
New York
$366K -$3.9K -200 -1%
SOADOR
199
State of Alaska Department of Revenue
Alaska
$360K -$34.4K -1,765 -9%
Mariner
200
Mariner
Kansas
$357K -$243K -12,489 -41%
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