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Wendy's
WEN

Overview Fund Activity

385 hedge funds and large institutions have $3.45B invested in Wendy's in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 141 increasing their positions, 99 reducing their positions, and 33 closing their positions.

Holders
385
Holders Change
+37
Holders Change %
+10.63%
% of All Funds
5.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
75
Increased
141
Reduced
99
Closed
33
Calls
$28.4M
Puts
$36.8M
Net Calls
-$8.39M
Net Calls Change
-$9.67M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$66.6M
2
Man Group
2
Man Group
United Kingdom
$41.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$67.7M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$45.7M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$20.6M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$96.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
TFM
3
Trian Fund Management
New York
$613M
4
Squarepoint
4
Squarepoint
New York
$8.95M
5
Victory Capital Management
5
Victory Capital Management
Texas
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$613M 31,467,150 -1,883,593 -6%
BlackRock
2
BlackRock
New York
$406M 20,830,013 +609,973 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$386M 19,823,955 -424,457 -2%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$209M 10,711,129 -182,544 -2%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$116M 5,943,111 +100,473 +2%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$102M 5,232,492 -38,230 -0.7%
State Street
7
State Street
Massachusetts
$97.2M 4,991,115 +142,155 +3%
Harris Associates
8
Harris Associates
Illinois
$96.3M 4,942,216 -2,804,780 -36%
Charles Schwab
9
Charles Schwab
California
$91.7M 4,706,052 +31,341 +0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$80.7M 4,141,024 +63,927 +2%
Morgan Stanley
11
Morgan Stanley
New York
$67.7M 3,477,364 +2,094,456 +151%
AQR Capital Management
12
AQR Capital Management
Connecticut
$66.6M 3,420,310 +2,142,352 +168%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$63.5M 3,259,455 +50,573 +2%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$63.4M 3,252,919 +18,543 +0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$54.6M 2,804,071 +77,488 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$53.7M 2,757,113 +697,826 +34%
Millennium Management
17
Millennium Management
New York
$46.1M 2,366,679 +536,618 +29%
Two Sigma Investments
18
Two Sigma Investments
New York
$45.7M 2,344,331 +1,495,665 +176%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$43.3M 2,220,405 +641,100 +41%
Man Group
20
Man Group
United Kingdom
$41.3M 2,117,592 +2,117,592 New
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$32M 1,641,660 -527,875 -24%
Norges Bank
22
Norges Bank
Norway
$27.6M 1,418,228 +308,906 +28%
Northern Trust
23
Northern Trust
Illinois
$24.1M 1,237,219 -9,584 -0.8%
HKAM
24
Horizon Kinetics Asset Management
New York
$22M 1,131,007 -37,183 -3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$21.4M 1,096,163 +21,266 +2%
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