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Wendy's
WEN

Overview Fund Activity

388 hedge funds and large institutions have $2.98B invested in Wendy's in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 129 increasing their positions, 119 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+28
Holders Change %
+7.78%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
75
Increased
129
Reduced
119
Closed
40
Calls
$24.7M
Puts
$31M
Net Calls
-$6.33M
Net Calls Change
+$6.34M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$116M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$42.1M
3
Squarepoint
3
Squarepoint
New York
$59.2M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$17.1M
5
Harris Associates
5
Harris Associates
Illinois
$161M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$18.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Millennium Management
3
Millennium Management
New York
$34.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$86.1M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
201
Citigroup
New York
$365K -$2.93M -172,757 -89%
Wolverine Trading
202
Wolverine Trading
Illinois
$346K +$135K +7,969 +64%
TPA
203
Trivium Point Advisory
Connecticut
$344K +$3.68K +217 +1%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$338K – – –
FPAS
205
Focus Partners Advisor Solutions
Missouri
$326K +$55.1K +3,248 +20%
WJWM
206
Williams Jones Wealth Management
New York
$314K -$5.09K -300 -2%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$313K – – –
Walleye Trading
208
Walleye Trading
New York
$310K +$239K +14,066 +333%
PTC
209
Petrus Trust Company
Texas
$309K -$254K -14,951 -45%
AWA
210
Arkadios Wealth Advisors
Georgia
$304K -$35.7K -2,106 -11%
PWS
211
Private Wealth Strategies
Ohio
$303K +$17 +1 +0%
CT
212
ClearAlpha Technologies
Connecticut
$300K +$300K +17,710 New
MOS
213
MGO One Seven
Ohio
$300K +$2.7K +159 +0.9%
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$299K +$136K +8,606 +84%
AG
215
Algert Global
California
$298K +$298K +17,599 New
MLA
216
My Legacy Advisors
Oregon
$296K +$6.17K +364 +2%
RFC
217
Regions Financial Corp
Alabama
$296K – – –
HR
218
Hardy Reed
Mississippi
$290K +$290K +17,110 New
GVAG
219
Great Valley Advisor Group
Delaware
$287K -$1.7K -100 -0.6%
OAC
220
OMERS Administration Corp
Ontario, Canada
$282K +$282K +16,600 New
BC
221
Burney Company
Virginia
$276K -$778K -45,880 -74%
HFS
222
Hantz Financial Services
Michigan
$274K +$966 +57 +0.4%
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$272K -$11.5K -677 -4%
GF
224
Gries Financial
Ohio
$267K +$267K +15,759 New
Bank of Nova Scotia
225
Bank of Nova Scotia
Ontario, Canada
$266K -$52.3K -3,081 -16%
7 8
9
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