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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% 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
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
176
MQS Management
New York
$513K +$258K +14,699 +101%
VIM
177
VELA Investment Management
Ohio
$510K -$1.97M -112,527 -79%
SCM
178
Shelton Capital Management
Colorado
$505K -$11.1K -636 -2%
BNP Paribas Financial Markets
179
BNP Paribas Financial Markets
France
$504K -$31.5K -1,797 -6%
GAMC
180
Garner Asset Management Corp
Texas
$483K +$483K +27,586 New
HT
181
Headlands Technologies
Illinois
$479K +$479K +27,351 New
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$471K +$17.4K +995 +4%
Asset Management One
183
Asset Management One
Japan
$466K +$5.85K +334 +1%
FC
184
FORA Capital
Florida
$465K +$465K +26,525 New
BFA
185
Brown Financial Advisors
Ohio
$453K -$247K -14,094 -35%
CFG
186
Copley Financial Group
California
$451K +$451K +25,749 New
X
187
Xponance
Pennsylvania
$444K -$2.56K -146 -0.6%
EP
188
Edgestream Partners
New Jersey
$438K +$438K +25,026 New
Pacer Advisors
189
Pacer Advisors
Pennsylvania
$435K -$333K -18,992 -43%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$414K +$77.5K +4,422 +23%
PGIM
191
Pacific Global Investment Management
California
$412K +$876 +50 +0.2%
Walleye Trading
192
Walleye Trading
New York
$408K +$87.3K +4,982 +27%
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$401K +$631 +36 +0.2%
LIM
194
Longfellow Investment Management
Massachusetts
$399K +$2.42K +138 +0.6%
CA
195
Claro Advisors
Massachusetts
$394K +$394K +22,501 New
TL
196
TowerView LLC
New York
$394K – – –
AGWCA
197
Annis Gardner Whiting Capital Advisors
Florida
$394K +$438 +25 +0.1%
HSBC Holdings
198
HSBC Holdings
United Kingdom
$392K -$716K -40,469 -65%
Envestnet Asset Management
199
Envestnet Asset Management
Illinois
$389K +$133K +7,581 +52%
PAS
200
Park Avenue Securities
New York
$387K -$27.8K -1,584 -7%
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