Wendy's
348 hedge funds and large institutions have $3.38B invested in Wendy's in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 102 increasing their positions, 120 reducing their positions, and 38 closing their positions.
109% more call options, than puts
Call options by funds: $36.7M | Put options by funds: $17.6M
42% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 38
11% more capital inflows, than outflows
Capital inflows: $317M | Capital outflows: $284M
3% more funds holding
Funds holding: 337 → 348 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.29% less ownership
Funds ownership: 71.5% → 70.21% (-1.3%)
15% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 120
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$50.6M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$39M |
| 3 |
Schonfeld Strategic Advisors
New York
|
+$26.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$23.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$64.4M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$42M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$38.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$9.15M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.11M |
WEN Hedge Fund Activity: Q4 2022 in Review
348 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2022, worth a combined $3.38B — up 19% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new WEN positions and 38 closed out — a net gain of 16 holders — while 102 added to existing stakes and 120 trimmed.
The largest buyer was Allspring Global Investments, adding an estimated $50.6M. The largest seller was Millennium Management, cutting an estimated $64.4M.
- 348 institutional investors held Wendy's (WEN) as of Q4 2022, up from 337 in Q3 2022.
- Funds reported $3.38B of Wendy's stock for Q4 2022, up 19% quarter-over-quarter.
- 54 funds opened new Wendy's positions in Q4 2022 and 38 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 Millennium Management, an estimated $64.4M sold.
Based on aggregated 13F filings for Q4 2022.