360 hedge funds and large institutions have $3.3B invested in Wendy's in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 122 increasing their positions, 128 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
-25
Holders Change %
-6.49%
% of All Funds
5.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
43
Increased
122
Reduced
128
Closed
63
Calls
$19.3M
Puts
$32M
Net Calls
-$12.7M
Net Calls Change
-$4.29M
Name Holding Trade Value Shares
Change
Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$424K +$118K +6,269 +39%
KAS
177
Kestra Advisory Services
Texas
$422K +$422K +22,401 New
US Bancorp
178
US Bancorp
Minnesota
$420K -$211K -11,199 -33%
NAM
179
Nexpoint Asset Management
Texas
$393K +$175K +9,271 +80%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$385K -$487K -25,858 -56%
IMC Chicago
181
IMC Chicago
Illinois
$381K +$381K +20,233 New
PCG
182
Prosperity Consulting Group
Maryland
$379K +$379K +20,126 New
TPA
183
Trivium Point Advisory
Connecticut
$378K -$81.1K -4,305 -18%
AWA
184
Arkadios Wealth Advisors
Georgia
$378K -$5.09K -270 -1%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$375K
AGWCA
186
Annis Gardner Whiting Capital Advisors
Florida
$375K +$373K +19,811 +18,175%
State of Wisconsin Investment Board
187
State of Wisconsin Investment Board
Wisconsin
$370K -$136K -7,216 -27%
WJWM
188
Williams Jones Wealth Management
New York
$354K
Bank of Nova Scotia
189
Bank of Nova Scotia
Ontario, Canada
$354K -$33.7K -1,787 -9%
CAN
190
Cetera Advisor Networks
California
$352K -$11.9K -634 -3%
SOADOR
191
State of Alaska Department of Revenue
Alaska
$348K
Mariner
192
Mariner
Kansas
$346K +$1.06K +56 +0.3%
PWS
193
Private Wealth Strategies
Ohio
$337K +$19 +1 +0%
MOS
194
MGO One Seven
Ohio
$330K -$4.75K -252 -1%
Stifel Financial
195
Stifel Financial
Missouri
$330K +$7.14K +379 +2%
RFC
196
Regions Financial Corp
Alabama
$329K -$1.34K -71 -0.4%
LIM
197
Longfellow Investment Management
Massachusetts
$329K +$146K +7,755 +80%
MLA
198
My Legacy Advisors
Oregon
$323K -$2.26K -120 -0.7%
GVAG
199
Great Valley Advisor Group
Delaware
$320K
Pathstone Holdings
200
Pathstone Holdings
New Jersey
$315K +$25.5K +1,351 +9%