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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
176
Boyar Asset Management
New York
$516K -$9.21K -541 -2%
MM
177
MQS Management
New York
$513K +$250K +14,699 +101%
VIM
178
VELA Investment Management
Ohio
$510K -$1.92M -112,527 -79%
SCM
179
Shelton Capital Management
Colorado
$505K -$10.8K -636 -2%
BNP Paribas Financial Markets
180
BNP Paribas Financial Markets
France
$504K -$30.6K -1,797 -6%
GAMC
181
Garner Asset Management Corp
Texas
$483K +$470K +27,586 New
HT
182
Headlands Technologies
Illinois
$479K +$466K +27,351 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$471K +$16.9K +995 +4%
Asset Management One
184
Asset Management One
Japan
$466K +$5.69K +334 +1%
FC
185
FORA Capital
Florida
$465K +$452K +26,525 New
BFA
186
Brown Financial Advisors
Ohio
$453K -$240K -14,094 -35%
CFG
187
Copley Financial Group
California
$451K +$438K +25,749 New
X
188
Xponance
Pennsylvania
$444K -$2.48K -146 -0.6%
EP
189
Edgestream Partners
New Jersey
$438K +$426K +25,026 New
Pacer Advisors
190
Pacer Advisors
Pennsylvania
$435K -$323K -18,992 -43%
FPAS
191
Focus Partners Advisor Solutions
Missouri
$414K +$75.3K +4,422 +23%
PGIM
192
Pacific Global Investment Management
California
$412K +$851 +50 +0.2%
Walleye Trading
193
Walleye Trading
New York
$408K +$84.8K +4,982 +27%
PNC Financial Services Group
194
PNC Financial Services Group
Pennsylvania
$401K +$613 +36 +0.2%
LIM
195
Longfellow Investment Management
Massachusetts
$399K +$2.35K +138 +0.6%
CA
196
Claro Advisors
Massachusetts
$394K +$383K +22,501 New
TL
197
TowerView LLC
New York
$394K
AGWCA
198
Annis Gardner Whiting Capital Advisors
Florida
$394K +$426 +25 +0.1%
HSBC Holdings
199
HSBC Holdings
United Kingdom
$392K -$689K -40,469 -65%
Envestnet Asset Management
200
Envestnet Asset Management
Illinois
$389K +$129K +7,581 +52%