We are live on ! Find out more
WEN icon

Wendy's
WEN

363 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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

36% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 47

6% more capital invested

Capital invested by funds: $3.4B → $3.61B (+$211M)

4% more funds holding

Funds holding: 349 → 363 (+14)

2.34% less ownership

Funds ownership: 70.33% → 67.99% (-2.3%)

10% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 118

33% less call options, than puts

Call options by funds: $77.4M | Put options by funds: $115M

Holders
363
Holders Change
+14
Holders Change %
+4.01%
% 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
Harris Associates
Illinois
+$116M
2
Citadel Advisors
Citadel Advisors
Florida
+$27.4M
3
NIG
NFJ Investment Group
Texas
+$22M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$11.5M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$10.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.7M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$44.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.8M
4
Millennium Management
Millennium Management
New York
-$24.1M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1
Trian Fund Management
New York
$604M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$418M -$12.5M -561,454 -3%
BlackRock
3
BlackRock
New York
$376M -$9.81M -441,048 -3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$276M +$11.5M +518,919 +5%
JP Morgan Chase
5
JP Morgan Chase
New York
$158M +$7.82M +351,482 +6%
Harris Associates
6
Harris Associates
Illinois
$125M +$116M +5,224,936 New
State Street
7
State Street
Massachusetts
$111M +$20.7K +930 +0%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$105M +$424K +19,054 +0.4%
Citadel Advisors
9
Citadel Advisors
Florida
$96.3M +$27.4M +1,230,961 +44%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$91.2M -$379K -17,044 -0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$83.8M -$14.9M -667,744 -16%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$54.8M -$1.61M -72,223 -3%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$54.5M -$7.72M -347,000 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.9M -$364K -16,368 -0.7%
Macquarie Group
15
Macquarie Group
Australia
$52M +$728K +32,719 +2%
Goldman Sachs
16
Goldman Sachs
New York
$44.2M -$7.12M -320,076 -15%
Two Sigma Investments
17
Two Sigma Investments
New York
$44.1M +$9.73M +437,562 +31%
HKAM
18
Horizon Kinetics Asset Management
New York
$37.3M -$3.76M -169,243 -10%
Charles Schwab
19
Charles Schwab
California
$36M +$619K +27,815 +2%
Northern Trust
20
Northern Trust
Illinois
$33M -$639K -28,712 -2%
Norges Bank
21
Norges Bank
Norway
$31.8M -$1.08M -48,348 -3%
NIG
22
NFJ Investment Group
Texas
$29.5M +$22M +990,020 +399%
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$28.6M – – –
Ameriprise
24
Ameriprise
Minnesota
$27.3M +$3.05K +137 +0%
Bank of America
25
Bank of America
North Carolina
$25.7M +$10.5M +471,288 +78%
1
2 3 4 5

WEN Hedge Fund Activity: Q4 2021 in Review

363 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2021, worth a combined $3.61B — up 6.2% from $3.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new WEN positions and 47 closed out — a net gain of 17 holders — while 106 added to existing stakes and 118 trimmed.

The largest buyer was Harris Associates, opening a new position worth an estimated $116M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $79.7M sold.

  • 363 institutional investors held Wendy's (WEN) as of Q4 2021, up from 349 in Q3 2021.
  • Funds reported $3.61B of Wendy's stock for Q4 2021, up 6.2% quarter-over-quarter.
  • 64 funds opened new Wendy's positions in Q4 2021 and 47 closed out, a net change of +17 holders.
  • The largest Wendy's buyer in Q4 2021 was Harris Associates, an estimated $116M added.
  • The largest Wendy's seller in Q4 2021 was Arrowstreet Capital, an estimated $79.7M sold.

Based on aggregated 13F filings for Q4 2021.