WEN icon

Wendy's
WEN

Overview Fund Activity

389 hedge funds and large institutions have $3.12B invested in Wendy's in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 131 increasing their positions, 119 reducing their positions, and 64 closing their positions.

Holders
389
Holders Change
+1
Holders Change %
+0.26%
% of All Funds
5.63%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
68
Increased
131
Reduced
119
Closed
64
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$195M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$113M
3
KCM
3
Kodai Capital Management
Illinois
$20.6M
4
Millennium Management
4
Millennium Management
New York
$48.1M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$37.6M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
TFM
2
Trian Fund Management
New York
$535M
3
Invesco
3
Invesco
Georgia
$8.33M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.28M
Name Market Value Shares Shares
Change 		Shares
Change %
TFM
1
Trian Fund Management
New York
$535M 30,512,595 -995,273 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$386M 22,028,344 +294,996 +1%
BlackRock
3
BlackRock
New York
$346M 19,727,902 +122,772 +0.6%
AQR Capital Management
4
AQR Capital Management
Connecticut
$195M 11,120,138 +4,306,352 +63%
Harris Associates
5
Harris Associates
Illinois
$159M 9,088,545 -403,344 -4%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$113M 6,440,880 +3,959,480 +160%
Charles Schwab
7
Charles Schwab
California
$102M 5,845,173 -190,241 -3%
State Street
8
State Street
Massachusetts
$90.9M 5,187,593 +37,801 +0.7%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$86.4M 4,929,326 -140,138 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$82.2M 4,694,476 -382,877 -8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$69.9M 3,989,755 -104,939 -3%
Squarepoint
12
Squarepoint
New York
$58M 3,310,266 -181,110 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.3M 3,097,836 +115,875 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$53.3M 3,043,452 +2,751 +0.1%
Millennium Management
15
Millennium Management
New York
$48.1M 2,745,232 +725,142 +36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$45.6M 2,601,528 -287,429 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.7M 2,551,335 -193,867 -7%
Two Sigma Investments
18
Two Sigma Investments
New York
$37.6M 2,147,733 +591,329 +38%
Morgan Stanley
19
Morgan Stanley
New York
$37.4M 2,134,816 -248,421 -10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$31.8M 1,816,398 +590,134 +48%
Northern Trust
21
Northern Trust
Illinois
$22.2M 1,267,278 +81 +0%
KCM
22
Kodai Capital Management
Illinois
$20.6M 1,177,835 +1,177,835 New
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$18.6M 1,061,703 -7,374 -0.7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$18.3M 1,044,605 -546,700 -34%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$15.1M 860,913 -117,618 -12%
1
2 3 4 5