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356 hedge funds and large institutions have $3.28B invested in Wendy's in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 113 increasing their positions, 109 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% more ownership

Funds ownership: 67.99%70.41% (+2.4%)

4% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 109

2% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 55

2% less funds holding

Funds holding: 363356 (-7)

9% less capital invested

Capital invested by funds: $3.61B → $3.28B (-$332M)

43% less call options, than puts

Call options by funds: $24.2M | Put options by funds: $42.5M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
356
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
5.62%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
54
Increased
113
Reduced
109
Closed
55
Calls
$24.2M
Puts
$42.5M
Net Calls
-$18.4M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$557M
Vanguard Group
2
Vanguard Group
Pennsylvania
$394M +$9.59M +425,575 +2%
BlackRock
3
BlackRock
New York
$340M -$6.53M -289,721 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$248M -$7.01M -311,002 -3%
JP Morgan Chase
5
JP Morgan Chase
New York
$147M +$1.21M +53,665 +0.8%
Harris Associates
6
Harris Associates
Illinois
$129M +$14.4M +640,868 +12%
State Street
7
State Street
Massachusetts
$109M +$6.37M +282,580 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$84.9M +$838K +37,180 +1%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$78.5M -$18.8M -835,704 -19%
Point72 Asset Management
10
Point72 Asset Management
Connecticut
$54.9M +$42.6M +1,889,786 +311%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$52.9M -$24.9M -1,105,240 -31%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$51.2M +$706K +31,329 +1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$50.5M +$1.76M +78,090 +4%
Charles Schwab
14
Charles Schwab
California
$46.4M +$13.5M +601,122 +40%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$45.9M -$4.39M -194,800 -9%
Ameriprise
16
Ameriprise
Minnesota
$45.1M +$20.5M +910,740 +80%
Norges Bank
17
Norges Bank
Norway
$36.8M +$7.75M +343,716 +26%
Two Sigma Investments
18
Two Sigma Investments
New York
$33.1M -$7.7M -341,677 -18%
HKAM
19
Horizon Kinetics Asset Management
New York
$32.3M -$2.11M -93,757 -6%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$31.6M +$11.1M +491,195 +52%
Northern Trust
21
Northern Trust
Illinois
$29.8M -$550K -24,396 -2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$27M +$27.4M +1,216,758 +10,152%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$26M +$26.7M +1,184,246 New
Bank of America
24
Bank of America
North Carolina
$25.3M +$1.67M +74,215 +7%
Goldman Sachs
25
Goldman Sachs
New York
$24.5M -$16.6M -735,451 -40%