Wendy's
WEN
363 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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 47
6% more capital invested
Capital invested by funds: $3.4B → $3.61B (+$211M)
4% more funds holding
Funds holding: 349 → 363 (+14)
2.34% less ownership
Funds ownership: 70.33% → 67.99% (-2.3%)
10% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 118
33% less call options, than puts
Call options by funds: $77.4M | Put options by funds: $115M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$116M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$27.4M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
+$22M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$11.5M |
| 5 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$79.7M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$44.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.8M |
| 4 |
Millennium Management
New York
|
-$24.1M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$14.9M |
WEN Hedge Fund Activity: Q4 2021 in Review
363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2021, worth a combined $3.61B — up 6.2% from $3.4B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new WEN positions and 47 closed out — a net gain of 17 holders — while 106 added to existing stakes and 118 trimmed.
The largest buyer was Harris Associates, opening a new position worth an estimated $116M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $79.7M sold.
- 363 institutional investors held Wendy's (WEN) as of Q4 2021, up from 349 in Q3 2021.
- Funds reported $3.61B of Wendy's stock for Q4 2021, up 6.2% quarter-over-quarter.
- 64 funds opened new Wendy's positions in Q4 2021 and 47 closed out, a net change of +17 holders.
- The largest Wendy's buyer in Q4 2021 was Harris Associates, an estimated $116M added.
- The largest Wendy's seller in Q4 2021 was Arrowstreet Capital, an estimated $79.7M sold.
Based on aggregated 13F filings for Q4 2021.