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Wendy's
WEN

Overview Fund Activity

339 hedge funds and large institutions have $3.6B invested in Wendy's in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 135 increasing their positions, 94 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
-6
Holders Change %
-1.74%
% of All Funds
5.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
48
Increased
135
Reduced
94
Closed
44
Calls
$25.6M
Puts
$14.9M
Net Calls
+$10.7M
Net Calls Change
-$8.45M

Top Buyers

1
BlackRock
BlackRock
New York
$444M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$57.2M
3
Charles Schwab
Charles Schwab
California
$99.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$62.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$438M

Top Sellers

1
TFM
Trian Fund Management
New York
$473M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$8.74M
3
SSA
Schonfeld Strategic Advisors
New York
$7.66M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Walleye Capital
Walleye Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
201
Maryland State Retirement & Pension System
Maryland
$297K – – –
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$292K +$246K +11,300 +531%
MLA
203
My Legacy Advisors
Oregon
$281K +$281K +12,938 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$277K +$277K +12,702 New
PVH
205
Psagot Value Holdings
Israel
$274K +$42.2K +2,000 +18%
II
206
Inspire Investing
Idaho
$272K +$46K +2,112 +20%
CFGS
207
Concourse Financial Group Securities
Alabama
$269K +$269K +12,365 New
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$269K +$21.2K +975 +9%
XT
209
XTX Topco
Cayman Islands
$262K +$262K +12,015 New
CIA
210
Capital Investment Advisors
Georgia
$250K -$2.16K -99 -0.9%
JIC
211
Johnson Investment Counsel
Ohio
$249K -$6.43K -295 -3%
EP
212
Edgestream Partners
New Jersey
$245K -$1.7M -77,945 -87%
CIM
213
Contravisory Investment Management
Massachusetts
$243K +$243K +11,150 New
BHPW
214
Beverly Hills Private Wealth
California
$240K +$240K +11,000 New
KI
215
Kula Investments
Illinois
$239K +$239K +10,984 New
Baird Financial Group
216
Baird Financial Group
Wisconsin
$238K -$9.37K -430 -4%
FNT
217
First National Trust
Pennsylvania
$231K – – –
PTC
218
Petrus Trust Company
Texas
$231K +$231K +10,601 New
Prudential Financial
219
Prudential Financial
New Jersey
$231K -$4.14K -190 -2%
PA
220
Pinnacle Associates
New York
$228K +$7.25K +333 +3%
USAA
221
United Services Automobile Association
Texas
$228K -$183K -8,414 -45%
WH
222
Whitcomb & Hess
Ohio
$227K +$227K +10,404 New
SWP
223
Stratos Wealth Partners
Ohio
$225K – – –
EFG
224
Everhart Financial Group
Ohio
$223K – – –
ProShare Advisors
225
ProShare Advisors
Maryland
$221K -$15.1K -693 -6%
7 8
9
10 11