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Wendy's
WEN

Overview Fund Activity

348 hedge funds and large institutions have $3.54B invested in Wendy's in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 123 increasing their positions, 119 reducing their positions, and 53 closing their positions.

Holders
348
Holders Change
-9
Holders Change %
-2.52%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
48
Increased
123
Reduced
119
Closed
53
Calls
$23M
Puts
$21.7M
Net Calls
+$1.28M
Net Calls Change
-$3.33M

Top Buyers

1
TFM
1
Trian Fund Management
New York
$681M
2
Harris Associates
2
Harris Associates
Illinois
$158M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$41.3M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$413M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$26.1M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$827K
2
Macquarie Group
2
Macquarie Group
Australia
$7.51M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$0
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$4.17M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$5.19M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$681M 33,350,743 +12,618,115 +61%
Vanguard Group
2
Vanguard Group
Pennsylvania
$413M 20,248,412 +1,162,540 +6%
BlackRock
3
BlackRock
New York
$413M 20,220,040 -290,452 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$222M 10,893,673 -186,532 -2%
Harris Associates
5
Harris Associates
Illinois
$158M 7,746,996 +2,146,692 +38%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$119M 5,842,638 -91,111 -2%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$108M 5,270,722 +70,832 +1%
State Street
8
State Street
Massachusetts
$99M 4,848,960 -54,099 -1%
Charles Schwab
9
Charles Schwab
California
$95.4M 4,674,711 +17,319 +0.4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$83.2M 4,077,097 -9,973 -0.2%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$66M 3,234,376 -97,355 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$65.5M 3,208,882 +113,406 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$55.7M 2,726,583 +56,682 +2%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$44.3M 2,169,535 -586,113 -21%
Man Group
15
Man Group
United Kingdom
– – -226,499 Closed
Bank of New York Mellon
16
Bank of New York Mellon
New York
$42M 2,059,287 -45,613 -2%
Balyasny Asset Management
17
Balyasny Asset Management
Illinois
$41.3M 2,024,742 +1,949,641 +2,596%
Millennium Management
18
Millennium Management
New York
$37.4M 1,830,061 -620,885 -25%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$32.2M 1,579,305 -496,500 -24%
Squarepoint
20
Squarepoint
New York
$31.7M 1,552,539 +665,560 +75%
Morgan Stanley
21
Morgan Stanley
New York
$28.2M 1,382,908 +344,737 +33%
AQR Capital Management
22
AQR Capital Management
Connecticut
$26.1M 1,277,958 +842,856 +194%
Victory Capital Management
23
Victory Capital Management
Texas
$25.7M 1,259,156 +107,383 +9%
Northern Trust
24
Northern Trust
Illinois
$25.4M 1,246,803 -17,692 -1%
Invesco
25
Invesco
Georgia
$24.1M 1,179,900 -155,705 -12%
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