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Wendy's
WEN

347 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $17.6M

41% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 39

16% more capital invested

Capital invested by funds: $2.92B → $3.38B (+$465M)

4% more funds holding

Funds holding: 335 → 347 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.29% less ownership

Funds ownership: 73.37% → 72.08% (-1.3%)

14% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 118

Holders
347
Holders Change
+12
Holders Change %
+3.58%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
55
Increased
102
Reduced
118
Closed
39
Calls
$36.7M
Puts
$17.6M
Net Calls
+$19.2M
Net Calls Change
-$23.5M

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$50.6M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$39M
3
SSA
Schonfeld Strategic Advisors
New York
+$26.9M
4
Marshall Wace
Marshall Wace
United Kingdom
+$23.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$23.5M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$93.2M
2
Millennium Management
Millennium Management
New York
-$64.4M
3
Harris Associates
Harris Associates
Illinois
-$42M
4
Deutsche Bank
Deutsche Bank
Germany
-$38.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1
Trian Fund Management
New York
$573M – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$417M +$17M +796,999 +5%
BlackRock
3
BlackRock
New York
$348M +$9.8M +459,107 +3%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$259M -$612K -28,650 -0.2%
JP Morgan Chase
5
JP Morgan Chase
New York
$132M -$6.84M -320,173 -5%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$116M +$50.6M +2,367,870 +86%
Harris Associates
7
Harris Associates
Illinois
$112M -$42M -1,964,472 -28%
State Street
8
State Street
Massachusetts
$110M -$302K -14,137 -0.3%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$81.6M -$93.2M -4,365,005 -55%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$61.3M +$985K +46,124 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$55.5M +$2.44M +114,232 +5%
Macquarie Group
12
Macquarie Group
Australia
$53M +$745K +34,876 +2%
Millennium Management
13
Millennium Management
New York
$52M -$64.4M -3,017,546 -57%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$48.4M -$4.15M -194,324 -8%
Charles Schwab
15
Charles Schwab
California
$47.4M -$640K -29,985 -1%
Norges Bank
16
Norges Bank
Norway
$44.4M +$6.38M +298,890 +18%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$41.3M +$39M +1,826,841 New
Deutsche Bank
18
Deutsche Bank
Germany
$40.1M -$38.5M -1,800,856 -50%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$37.5M +$23.5M +1,102,174 +199%
SSA
20
Schonfeld Strategic Advisors
New York
$35.9M +$26.9M +1,260,639 +386%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$35.8M -$5.37M -251,400 -14%
Northern Trust
22
Northern Trust
Illinois
$29M +$762K +35,698 +3%
HKAM
23
Horizon Kinetics Asset Management
New York
$28.2M -$789K -36,948 -3%
Marshall Wace
24
Marshall Wace
United Kingdom
$25M +$23.6M +1,102,893 New
Two Sigma Investments
25
Two Sigma Investments
New York
$23.4M -$884K -41,419 -4%
1
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WEN Hedge Fund Activity: Q4 2022 in Review

347 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2022, worth a combined $3.38B — up 16% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new WEN positions and 39 closed out — a net gain of 16 holders — while 102 added to existing stakes and 118 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $50.6M. The largest seller was Janus Henderson Group, cutting an estimated $93.2M.

  • 347 institutional investors held Wendy's (WEN) as of Q4 2022, up from 335 in Q3 2022.
  • Funds reported $3.38B of Wendy's stock for Q4 2022, up 16% quarter-over-quarter.
  • 55 funds opened new Wendy's positions in Q4 2022 and 39 closed out, a net change of +16 holders.
  • The largest Wendy's buyer in Q4 2022 was Allspring Global Investments, an estimated $50.6M added.
  • The largest Wendy's seller in Q4 2022 was Janus Henderson Group, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2022.