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Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
201
Ariadne Wealth Management
California
$380K +$380K +19,113 New
RJFSA
202
Raymond James Financial Services Advisors
Florida
$375K -$3.52K -201 -0.9%
KAS
203
Kestra Advisory Services
Texas
$370K -$61K -3,483 -14%
US Bancorp
204
US Bancorp
Minnesota
$363K -$23.7K -1,354 -6%
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$358K -$36.6K -2,088 -9%
Bank of Nova Scotia
206
Bank of Nova Scotia
Ontario, Canada
$355K +$80.6K +4,598 +29%
Stifel Financial
207
Stifel Financial
Missouri
$353K -$105K -5,992 -23%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$349K +$18.3K +1,045 +6%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$349K – – –
SOADOR
210
State of Alaska Department of Revenue
Alaska
$347K +$23.5K +1,345 +7%
Mariner
211
Mariner
Kansas
$336K -$43.7K -2,496 -12%
Pathstone Holdings
212
Pathstone Holdings
New Jersey
$333K +$52.3K +2,986 +19%
TPA
213
Trivium Point Advisory
Connecticut
$333K -$40.5K -2,198 -11%
PI
214
PEAK6 Investments
Illinois
$331K +$331K +18,883 New
WJWM
215
Williams Jones Wealth Management
New York
$324K – – –
MOS
216
MGO One Seven
Ohio
$322K +$12.1K +692 +4%
RFC
217
Regions Financial Corp
Alabama
$306K – – –
Simplex Trading
218
Simplex Trading
Illinois
$298K -$465K -26,557 -61%
GS
219
GTS Securities
New York
$289K +$289K +16,491 New
HFS
220
Hantz Financial Services
Michigan
$284K +$945 +54 +0.3%
SOW
221
State of Wyoming
Wyoming
$280K +$225K +12,851 +412%
AAS
222
Avantax Advisory Services
Texas
$279K +$9.72K +555 +4%
SFC
223
SYM Financial Corp
Indiana
$273K +$33.2K +1,894 +14%
FWA
224
FSM Wealth Advisors
Ohio
$268K -$403 -23 -0.2%
1SB
225
1ST Source Bank
Indiana
$264K – – –
7 8
9
10 11