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392 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% 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
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
201
Park Avenue Securities
New York
$387K -$27K -1,584 -7%
AWM
202
Ariadne Wealth Management
California
$380K +$325K +19,113 New
RJFSA
203
Raymond James Financial Services Advisors
Florida
$375K -$3.42K -201 -0.9%
KAS
204
Kestra Advisory Services
Texas
$370K -$59.3K -3,483 -14%
US Bancorp
205
US Bancorp
Minnesota
$363K -$23.1K -1,354 -6%
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$358K -$35.5K -2,088 -9%
Bank of Nova Scotia
207
Bank of Nova Scotia
Ontario, Canada
$355K +$78.3K +4,598 +29%
Stifel Financial
208
Stifel Financial
Missouri
$353K -$102K -5,992 -23%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$349K +$17.8K +1,045 +6%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$349K
SOADOR
211
State of Alaska Department of Revenue
Alaska
$347K +$22.9K +1,345 +7%
Mariner
212
Mariner
Kansas
$336K -$42.5K -2,496 -12%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$333K +$50.8K +2,986 +19%
TPA
214
Trivium Point Advisory
Connecticut
$333K -$37.4K -2,198 -11%
PI
215
PEAK6 Investments
Illinois
$331K +$321K +18,883 New
WJWM
216
Williams Jones Wealth Management
New York
$324K
MOS
217
MGO One Seven
Ohio
$322K +$11.8K +692 +4%
RFC
218
Regions Financial Corp
Alabama
$306K
Simplex Trading
219
Simplex Trading
Illinois
$298K -$452K -26,557 -61%
GS
220
GTS Securities
New York
$289K +$281K +16,491 New
HFS
221
Hantz Financial Services
Michigan
$284K +$919 +54 +0.3%
SOW
222
State of Wyoming
Wyoming
$280K +$219K +12,851 +412%
AAS
223
Avantax Advisory Services
Texas
$279K +$9.45K +555 +4%
SFC
224
SYM Financial Corp
Indiana
$273K +$32.2K +1,894 +14%
FWA
225
FSM Wealth Advisors
Ohio
$268K -$392 -23 -0.2%