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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
201
Private Wealth Strategies
Ohio
$348K +$15.4K +789 +5%
MOS
202
MGO One Seven
Ohio
$346K +$12.9K +660 +4%
RFC
203
Regions Financial Corp
Alabama
$342K +$342K +17,542 New
MLA
204
My Legacy Advisors
Oregon
$335K -$9.95K -512 -3%
Stifel Financial
205
Stifel Financial
Missouri
$334K +$9.58K +492 +3%
SAG
206
SageView Advisory Group
California
$333K +$4.92K +256 +2%
GVAG
207
Great Valley Advisor Group
Delaware
$331K -$113K -5,800 -25%
Simplex Trading
208
Simplex Trading
Illinois
$329K +$261K +13,395 +380%
CFGS
209
Concourse Financial Group Securities
Alabama
$328K +$25K +1,282 +8%
SG Americas Securities
210
SG Americas Securities
New York
$322K +$219K +11,260 +214%
RJFSA
211
Raymond James Financial Services Advisors
Florida
$317K -$1.45M -74,235 -82%
BHCM
212
Brevan Howard Capital Management
Jersey
$313K +$313K +16,077 New
HFS
213
Hantz Financial Services
Michigan
$313K +$915 +47 +0.3%
SI
214
Stephens Inc
Arkansas
$309K -$281K -14,413 -48%
Cetera Investment Advisers
215
Cetera Investment Advisers
Illinois
$304K +$4.77K +245 +2%
BC
216
Bridgefront Capital
Texas
$302K -$242K -12,421 -44%
HWM
217
HB Wealth Management
Georgia
$301K +$15.7K +805 +5%
CGH
218
Crossmark Global Holdings
Texas
$300K -$13K -668 -4%
FRM
219
Fox Run Management
Connecticut
$299K +$299K +15,374 New
Pathstone Holdings
220
Pathstone Holdings
New Jersey
$299K +$299K +15,373 New
FWA
221
FSM Wealth Advisors
Ohio
$298K – – –
Mackenzie Financial
222
Mackenzie Financial
Ontario, Canada
$296K -$7.23K -371 -2%
HNB
223
Huntington National Bank
Ohio
$294K -$9.25K -475 -3%
1SB
224
1ST Source Bank
Indiana
$294K – – –
FAIM
225
Financial Advocates Investment Management
Washington
$287K +$5.71K +293 +2%
7 8
9
10 11