Wendy's
357 hedge funds and large institutions have $3.33B 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.
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: 364 → 357 (-7)
8% less capital invested
Capital invested by funds: $3.61B → $3.33B (-$284M)
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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$42.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$27.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$26.7M |
| 4 |
Renaissance Technologies
New York
|
+$24.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$89.1M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
-$28.6M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$24.9M |
| 4 |
Janus Henderson Group
London,
|
-$18.8M |
| 5 |
Goldman Sachs
New York
|
-$16.6M |
WEN Hedge Fund Activity: Q1 2022 in Review
357 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q1 2022, worth a combined $3.33B — down 7.9% from $3.61B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of WEN and 54 opened new positions — a net loss of 1 holder — while 109 trimmed existing stakes and 113 added.
The largest buyer was Point72 Asset Management, adding an estimated $42.6M. The largest seller was Citadel Advisors, cutting an estimated $89.1M.
- 357 institutional investors held Wendy's (WEN) as of Q1 2022, down from 364 in Q4 2021.
- Funds reported $3.33B of Wendy's stock for Q1 2022, down 7.9% quarter-over-quarter.
- 54 funds opened new Wendy's positions in Q1 2022 and 55 closed out, a net change of -1 holder.
- The largest Wendy's buyer in Q1 2022 was Point72 Asset Management, an estimated $42.6M added.
- The largest Wendy's seller in Q1 2022 was Citadel Advisors, an estimated $89.1M sold.
Based on aggregated 13F filings for Q1 2022.