Wendy's
WEN
323 hedge funds and large institutions have $3.28B invested in Wendy's in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 130 reducing their positions, and 38 closing their positions.
21% more call options, than puts
Call options by funds: $11.8M | Put options by funds: $9.73M
0.61% more ownership
Funds ownership: 71.83% → 72.44% (+0.61%)
0% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 38
1% less funds holding
Funds holding: 325 → 323 (-2)
8% less capital invested
Capital invested by funds: $3.56B → $3.28B (-$278M)
30% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 130
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$51.8M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$47.6M |
| 3 |
Renaissance Technologies
New York
|
+$35.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$31M |
| 5 |
JP Morgan Chase
New York
|
+$28.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$37.9M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$34.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$32.3M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$29.7M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$24M |
WEN Hedge Fund Activity: Q1 2021 in Review
323 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q1 2021, worth a combined $3.28B — down 7.8% from $3.56B a quarter earlier.
Fund positioning in WEN was balanced in Q1 2021: 38 funds opened new positions, 38 closed out, 91 added to existing stakes and 130 trimmed.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $51.8M. The largest seller was Victory Capital Management, cutting an estimated $37.9M.
- 323 institutional investors held Wendy's (WEN) as of Q1 2021, down from 325 in Q4 2020.
- Funds reported $3.28B of Wendy's stock for Q1 2021, down 7.8% quarter-over-quarter.
- 38 funds opened new Wendy's positions in Q1 2021 and 38 closed out, a net change of 0 holders.
- The largest Wendy's buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $51.8M added.
- The largest Wendy's seller in Q1 2021 was Victory Capital Management, an estimated $37.9M sold.
Based on aggregated 13F filings for Q1 2021.