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Wendy's
WEN

Overview Fund Activity

324 hedge funds and large institutions have $3.56B invested in Wendy's in 2020 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 101 increasing their positions, 105 reducing their positions, and 36 closing their positions.

Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
5.75%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
48
Increased
101
Reduced
105
Closed
36
Calls
$22.4M
Puts
$37.3M
Net Calls
-$14.9M
Net Calls Change
-$10.1M

Top Buyers

1
BlackRock
1
BlackRock
New York
$405M
2
MIFH
2
Migdal Insurance & Financial Holdings
Israel
$32.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$34.7M
4
Millennium Management
4
Millennium Management
New York
$27.5M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$130M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$77.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$10.5M
3
Invesco
3
Invesco
Georgia
$42.8M
4
DFO
4
Duquesne Family Office
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$584M 26,630,629 – –
BlackRock
2
BlackRock
New York
$405M 18,488,622 +1,696,520 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$382M 17,404,961 +340,728 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$130M 5,915,782 +1,097,761 +23%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$116M 5,307,201 +583,801 +12%
State Street
6
State Street
Massachusetts
$95M 4,334,156 +87,814 +2%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$93.5M 4,266,686 -160,765 -4%
Two Sigma Investments
8
Two Sigma Investments
New York
$91.6M 4,178,056 -80,983 -2%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$84.7M 3,863,754 +29,530 +0.8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$81.9M 3,737,385 -8,698 -0.2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$77.3M 3,526,629 -3,091,159 -47%
Macquarie Group
12
Macquarie Group
Australia
$71.9M 3,279,111 +9,741 +0.3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$71M 3,239,805 -322,300 -9%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$58.3M 2,657,372 -103,182 -4%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$51.5M 2,351,270 +6,585 +0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$51.5M 2,349,363 -11,187 -0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$48.5M 2,211,160 +111,138 +5%
HKAM
18
Horizon Kinetics Asset Management
New York
$47.9M 2,183,150 -194,103 -8%
KBC Group
19
KBC Group
Belgium
$43.4M 360,342 +23,988 +7%
Invesco
20
Invesco
Georgia
$42.8M 1,952,409 -1,338,077 -41%
Victory Capital Management
21
Victory Capital Management
Texas
$40.8M 1,860,647 +425,196 +30%
CS
22
Credit Suisse
Switzerland
$36.1M 1,645,901 +916,874 +126%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$34.7M 1,581,749 +1,482,187 +1,489%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$32.9M 1,500,000 +1,500,000 New
Northern Trust
25
Northern Trust
Illinois
$32.4M 1,478,249 +7,007 +0.5%
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