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Wendy's
WEN

Overview Fund Activity

362 hedge funds and large institutions have $3.61B invested in Wendy's in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 118 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
64
Increased
106
Reduced
118
Closed
47
Calls
$77.4M
Puts
$115M
Net Calls
-$37.3M
Net Calls Change
-$7.46M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$125M
2
Citadel Advisors
2
Citadel Advisors
Florida
$96.3M
3
NIG
3
NFJ Investment Group
Texas
$29.5M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$276M
5
Hudson Bay Capital Management
5
Hudson Bay Capital Management
Connecticut
$11.3M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$286K
4
Millennium Management
4
Millennium Management
New York
$4.81M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
201
Truist Financial
North Carolina
$351K -$46.1K -1,938 -12%
HT
202
HAP Trading
New York
$351K +$63K +2,643 +22%
FAIM
203
Financial Advocates Investment Management
Washington
$348K -$25.9K -1,086 -7%
IMRF
204
Illinois Municipal Retirement Fund
Illinois
$338K – – –
RJFSA
205
Raymond James Financial Services Advisors
Florida
$331K -$162K -6,793 -33%
BCM
206
Becker Capital Management
Oregon
$328K – – –
MSRPS
207
Maryland State Retirement & Pension System
Maryland
$325K – – –
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$314K +$9.95K +417 +3%
EGM
209
Engineers Gate Manager
New York
$313K -$2.52M -105,393 -89%
JPMPWA
210
J.P. Morgan Private Wealth Advisors
California
$307K +$11.3K +475 +4%
PG
211
Pendal Group
Australia
$305K +$58.3K +2,441 +24%
FCFC
212
First Commonwealth Financial Corp
Pennsylvania
$298K – – –
CWM
213
Chesapeake Wealth Management
Virginia
$296K -$39.6K -1,658 -12%
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
$296K +$296K +12,421 New
Fidelity Investments
215
Fidelity Investments
Massachusetts
$286K -$33M -1,383,834 -99%
PAMS
216
Pictet Asset Management (Switzerland)
Switzerland
$284K – – –
TMAM
217
Tokio Marine Asset Management
Japan
$284K +$54.9K +2,300 +24%
JIC
218
Johnson Investment Counsel
Ohio
$281K – – –
CC
219
Corton Capital
Ontario, Canada
$277K +$277K +11,621 New
HWM
220
HB Wealth Management
Georgia
$272K +$272K +11,393 New
AWAG
221
ARS Wealth Advisors Group
Florida
$253K – – –
II
222
Inspire Investing
Idaho
$246K +$1.55K +65 +0.6%
DCM
223
Delta Capital Management
New Jersey
$244K – – –
CIA
224
Capital Investment Advisors
Georgia
$244K +$809 +34 +0.3%
PA
225
Pinnacle Associates
New York
$242K – – –
7 8
9
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