Wendy's
393 hedge funds and large institutions have $3.13B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 122 reducing their positions, and 63 closing their positions.
42% more call options, than puts
Call options by funds: $33.4M | Put options by funds: $23.5M
2.14% more ownership
Funds ownership: 85.69% → 87.84% (+2.1%)
10% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 63
7% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 122
5% more capital invested
Capital invested by funds: $2.98B → $3.13B (+$146M)
1% more funds holding
Funds holding: 390 → 393 (+3)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$73.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$67.4M |
| 3 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
+$20.1M |
| 4 |
Millennium Management
New York
|
+$12.3M |
| 5 |
Two Sigma Investments
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$17.9M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$17.1M |
| 3 |
TFM
Trian Fund Management
New York
|
-$16.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$16.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.6M |
WEN Hedge Fund Activity: Q3 2024 in Review
393 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q3 2024, worth a combined $3.13B — up 4.9% from $2.98B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new WEN positions and 63 closed out — a net gain of 6 holders — while 131 added to existing stakes and 122 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $73.3M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $17.9M sold.
- 393 institutional investors held Wendy's (WEN) as of Q3 2024, up from 390 in Q2 2024.
- Funds reported $3.13B of Wendy's stock for Q3 2024, up 4.9% quarter-over-quarter.
- 69 funds opened new Wendy's positions in Q3 2024 and 63 closed out, a net change of +6 holders.
- The largest Wendy's buyer in Q3 2024 was AQR Capital Management, an estimated $73.3M added.
- The largest Wendy's seller in Q3 2024 was Capital Research Global Investors, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2024.