Wendy's
390 hedge funds and large institutions have $2.98B invested in Wendy's in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 130 increasing their positions, 119 reducing their positions, and 42 closing their positions.
81% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 42
7% more funds holding
Funds holding: 363 → 390 (+27)
9% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 119
4% more capital inflows, than outflows
Capital inflows: $333M | Capital outflows: $320M
0.38% more ownership
Funds ownership: 85.31% → 85.69% (+0.38%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
20% less call options, than puts
Call options by funds: $24.7M | Put options by funds: $31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$53.8M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$45.1M |
| 3 |
Squarepoint
New York
|
+$33.8M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$18.3M |
| 5 |
Harris Associates
Chicago,
Illinois
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$85.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$27.2M |
| 3 |
Millennium Management
New York
|
-$19.6M |
| 4 |
JP Morgan Chase
New York
|
-$15.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$12.5M |
WEN Hedge Fund Activity: Q2 2024 in Review
390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q2 2024, worth a combined $2.98B — down 9.7% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WEN positions and 42 closed out — a net gain of 34 holders — while 130 added to existing stakes and 119 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $53.8M. The largest seller was Massachusetts Financial Services, cutting an estimated $85.8M.
- 390 institutional investors held Wendy's (WEN) as of Q2 2024, up from 363 in Q1 2024.
- Funds reported $2.98B of Wendy's stock for Q2 2024, down 9.7% quarter-over-quarter.
- 76 funds opened new Wendy's positions in Q2 2024 and 42 closed out, a net change of +34 holders.
- The largest Wendy's buyer in Q2 2024 was AQR Capital Management, an estimated $53.8M added.
- The largest Wendy's seller in Q2 2024 was Massachusetts Financial Services, an estimated $85.8M sold.
Based on aggregated 13F filings for Q2 2024.