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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
201
Raymond James Financial Services Advisors
Florida
$298K -$6.71K -298 -2%
State of Wisconsin Investment Board
202
State of Wisconsin Investment Board
Wisconsin
$293K -$187K -8,318 -38%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$283K -$6.04K -268 -2%
Mariner
204
Mariner
Kansas
$277K +$284K +12,603 New
EP
205
Edgestream Partners
New Jersey
$277K +$284K +12,623 New
ESCM
206
Echo Street Capital Management
New York
$276K +$283K +12,542 New
FCFC
207
First Commonwealth Financial Corp
Pennsylvania
$275K
PCM
208
Prelude Capital Management
New York
$268K -$165K -7,309 -37%
BA
209
Bridgewater Associates
Connecticut
$266K +$273K +12,110 New
PAMS
210
Pictet Asset Management (Switzerland)
Switzerland
$261K
Natixis Advisors
211
Natixis Advisors
Massachusetts
$260K -$68.9K -3,056 -21%
JIC
212
Johnson Investment Counsel
Ohio
$259K
AII
213
AGF Investments Inc
Ontario, Canada
$252K -$95.6K -4,242 -27%
PG
214
Pendal Group
Australia
$251K -$30.5K -1,355 -11%
CIA
215
Capital Investment Advisors
Georgia
$251K +$26.1K +1,159 +11%
HWM
216
HB Wealth Management
Georgia
$250K +$158 +7 +0.1%
FAIM
217
Financial Advocates Investment Management
Washington
$245K -$77.9K -3,456 -24%
MOS
218
MGO One Seven
Ohio
$240K +$22.5K +1,000 +10%
HC
219
Henshaw Capital
Massachusetts
$239K
KBC Group
220
KBC Group
Belgium
$236K +$121K +5,369 +100%
II
221
Inspire Investing
Idaho
$235K +$8.68K +385 +4%
PA
222
Profund Advisors
Maryland
$235K +$14.3K +633 +6%
AWAG
223
ARS Wealth Advisors Group
Florida
$233K -$23 -1 -0%
FNT
224
First National Trust
Pennsylvania
$233K +$239K +10,625 New
CWM
225
Chesapeake Wealth Management
Virginia
$232K -$41.5K -1,841 -15%