357 hedge funds and large institutions have $3.57B invested in Wendy's in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 124 increasing their positions, 106 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
357
Holders Change
+18
Holders Change %
+5.31%
% of All Funds
5.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
55
Increased
124
Reduced
106
Closed
35
Calls
$25.7M
Puts
$21.1M
Net Calls
+$4.61M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Shares
Change %
JFG
201
Jefferies Financial Group
New York
$347K +$347K +15,933 New
CGH
202
Crossmark Global Holdings
Texas
$346K -$21.5K -1,000 -6%
KWMG
203
King Wealth Management Group
Florida
$343K
HNB
204
Huntington National Bank
Ohio
$342K -$19.2K -883 -5%
Simplex Trading
205
Simplex Trading
Illinois
$339K +$339K +15,615 New
SM
206
Sciencast Management
New Jersey
$336K +$336K +15,768 New
MLA
207
My Legacy Advisors
Oregon
$334K +$57.6K +2,698 +21%
Cetera Investment Advisers
208
Cetera Investment Advisers
Illinois
$329K -$1.76K -81 -0.5%
1SB
209
1ST Source Bank
Indiana
$328K
FWA
210
FSM Wealth Advisors
Ohio
$327K
QCM
211
Quantinno Capital Management
New York
$327K +$8K +368 +3%
SAM
212
Securian Asset Management
Minnesota
$327K -$10.9K -502 -3%
AIM
213
Aigen Investment Management
New York
$321K -$1.69M -77,876 -84%
HWM
214
HB Wealth Management
Georgia
$319K +$1.61K +74 +0.5%
II
215
Inspire Investing
Idaho
$315K +$43.2K +1,984 +16%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$312K +$43.3K +1,987 +16%
FAIM
217
Financial Advocates Investment Management
Washington
$310K +$3.59K +165 +1%
Natixis Advisors
218
Natixis Advisors
Massachusetts
$308K +$6.08K +279 +2%
AI
219
Atom Investors
Texas
$306K +$306K +14,068 New
WS
220
Wedbush Securities
California
$303K -$11.7K -535 -4%
JPMPWA
221
J.P. Morgan Private Wealth Advisors
California
$300K -$119K -5,456 -28%
BCM
222
Becker Capital Management
Oregon
$299K
OC
223
Oppenheimer & Co
New York
$298K +$1.13K +52 +0.4%
CFGS
224
Concourse Financial Group Securities
Alabama
$296K +$27.5K +1,263 +10%
MSRPS
225
Maryland State Retirement & Pension System
Maryland
$296K