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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.4B invested in Wendy's in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 107 increasing their positions, 110 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
348
Holders Change
+13
Holders Change %
+3.88%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
57
Increased
107
Reduced
110
Closed
40
Calls
$54.4M
Puts
$84.3M
Net Calls
-$29.9M
Net Calls Change
-$12.6M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$240M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$26M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$44.3M
4
Goldman Sachs
4
Goldman Sachs
New York
$47.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$30.6M

Top Sellers

1
TFM
1
Trian Fund Management
New York
$549M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$0
3
DCM
3
Dorsal Capital Management
California
$4.09M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
Invesco
5
Invesco
Georgia
$9.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
201
Financial Advocates Investment Management
Washington
$340K -$14.5K -670 -4%
BS
202
Boenning & Scattergood
Pennsylvania
$340K +$33.5K +1,550 +11%
1SB
203
1ST Source Bank
Indiana
$327K – – –
AG
204
AlphaSimPlex Group
Massachusetts
$315K +$315K +14,540 New
WS
205
Wedbush Securities
California
$312K -$4.51K -208 -1%
ESCM
206
Echo Street Capital Management
New York
$309K +$36.5K +1,685 +13%
IMRF
207
Illinois Municipal Retirement Fund
Illinois
$307K – – –
CWM
208
Chesapeake Wealth Management
Virginia
$305K -$67.3K -3,102 -18%
UCFA
209
United Capital Financial Advisors
Texas
$303K +$46K +2,125 +18%
HB
210
Homrich & Berg
Georgia
$299K +$109K +5,049 +58%
BCM
211
Becker Capital Management
Oregon
$298K – – –
MSRPS
212
Maryland State Retirement & Pension System
Maryland
$298K – – –
Citigroup
213
Citigroup
New York
$292K -$651K -30,127 -69%
ProShare Advisors
214
ProShare Advisors
Maryland
$285K -$22.2K -1,023 -7%
Natixis Advisors
215
Natixis Advisors
Massachusetts
$281K +$281K +12,943 New
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$277K +$277K +12,749 New
FCFC
217
First Commonwealth Financial Corp
Pennsylvania
$271K – – –
JPMPWA
218
J.P. Morgan Private Wealth Advisors
California
$269K +$174 +8 +0.1%
AAM
219
Advisors Asset Management
Colorado
$264K +$111K +5,131 +73%
HT
220
HAP Trading
New York
$262K +$262K +12,089 New
SBIA
221
Sheaff Brock Investment Advisors
Indiana
$260K – – –
PAMS
222
Pictet Asset Management (Switzerland)
Switzerland
$258K +$258K +11,889 New
JIC
223
Johnson Investment Counsel
Ohio
$256K – – –
PAG
224
Private Advisor Group
New Jersey
$250K +$250K +11,508 New
BC
225
Bridgefront Capital
Texas
$246K +$246K +11,330 New
7 8
9
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