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Wendy's
WEN

Overview Fund Activity

362 hedge funds and large institutions have $3.61B invested in Wendy's in 2021 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 118 reducing their positions, and 47 closing their positions.

Holders
362
Holders Change
+14
Holders Change %
+4.02%
% of All Funds
5.59%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
64
Increased
106
Reduced
118
Closed
47
Calls
$77.4M
Puts
$115M
Net Calls
-$37.3M
Net Calls Change
-$7.46M

Top Buyers

1
Harris Associates
1
Harris Associates
Illinois
$125M
2
Citadel Advisors
2
Citadel Advisors
Florida
$96.3M
3
NIG
3
NFJ Investment Group
Texas
$29.5M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$22.6M
5
JIM
5
JCP Investment Management
Texas
$13.7M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$0
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$0
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$286K
4
Millennium Management
4
Millennium Management
New York
$4.81M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$83.8M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$604M 25,333,339 – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M 17,523,076 -561,454 -3%
BlackRock
3
BlackRock
New York
$376M 15,754,251 -441,048 -3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$276M 11,580,273 +518,919 +5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M 6,627,725 +351,482 +6%
Harris Associates
6
Harris Associates
Illinois
$125M 5,224,936 +5,224,936 New
State Street
7
State Street
Massachusetts
$111M 4,674,666 +930 +0%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$105M 4,410,151 +19,054 +0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$96.3M 4,038,440 +1,230,961 +44%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$91.2M 3,825,603 -17,044 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$83.8M 3,511,868 -667,744 -16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$54.8M 2,298,551 -72,223 -3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$54.5M 2,284,705 -347,000 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.9M 2,219,697 -16,368 -0.7%
Macquarie Group
15
Macquarie Group
Australia
$52M 2,181,183 +32,719 +2%
Goldman Sachs
16
Goldman Sachs
New York
$44.2M 1,852,833 -320,076 -15%
Two Sigma Investments
17
Two Sigma Investments
New York
$44.1M 1,849,922 +437,562 +31%
HKAM
18
Horizon Kinetics Asset Management
New York
$37.3M 1,564,326 -169,243 -10%
Charles Schwab
19
Charles Schwab
California
$36M 1,508,631 +27,815 +2%
Northern Trust
20
Northern Trust
Illinois
$33M 1,382,635 -28,712 -2%
Norges Bank
21
Norges Bank
Norway
$31.8M 1,333,045 -48,348 -3%
NIG
22
NFJ Investment Group
Texas
$29.5M 1,238,145 +990,020 +399%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$28.6M 1,200,000 – –
Ameriprise
24
Ameriprise
Minnesota
$27.3M 1,143,805 +137 +0%
Bank of America
25
Bank of America
North Carolina
$25.7M 1,076,568 +471,288 +78%
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