Wendy's
325 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.
33% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 36
4% more funds holding
Funds holding: 314 → 325 (+11)
0.49% more ownership
Funds ownership: 71.34% → 71.83% (+0.49%)
0% less capital invested
Capital invested by funds: $3.56B → $3.56B (-$1.01M)
4% less repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 105
40% less call options, than puts
Call options by funds: $22.4M | Put options by funds: $37.3M
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$38.6M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$34.2M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$33.8M |
| 4 |
Millennium Management
New York
|
+$26.2M |
| 5 |
JP Morgan Chase
New York
|
+$25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$67.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$30.5M |
| 4 |
DFO
Duquesne Family Office
New York
|
-$26.1M |
| 5 |
Goldman Sachs
New York
|
-$21.8M |
WEN Hedge Fund Activity: Q4 2020 in Review
325 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2020, worth a combined $3.56B — down 0.03% from $3.56B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new WEN positions and 36 closed out — a net gain of 12 holders — while 101 added to existing stakes and 105 trimmed.
The largest buyer was BlackRock, adding an estimated $38.6M. The largest seller was Fidelity Investments, cutting an estimated $70.4M.
- 325 institutional investors held Wendy's (WEN) as of Q4 2020, up from 314 in Q3 2020.
- Funds reported $3.56B of Wendy's stock for Q4 2020, down 0.03% quarter-over-quarter.
- 48 funds opened new Wendy's positions in Q4 2020 and 36 closed out, a net change of +12 holders.
- The largest Wendy's buyer in Q4 2020 was BlackRock, an estimated $38.6M added.
- The largest Wendy's seller in Q4 2020 was Fidelity Investments, an estimated $70.4M sold.
Based on aggregated 13F filings for Q4 2020.