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392 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, 121 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $23.5M

11% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 62

2.16% more ownership

Funds ownership: 85.66%87.82% (+2.2%)

1% more funds holding

Funds holding: 388392 (+4)

8% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 121

5% more capital invested

Capital invested by funds: $2.98B → $3.13B (+$146M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
392
Holders Change
+4
Holders Change %
+1.03%
% 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
69
Increased
131
Reduced
121
Closed
62
Calls
$33.4M
Puts
$23.5M
Net Calls
+$9.9M
Net Calls Change
+$16.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$535M -$16.9M -995,273 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$386M +$5.02M +294,996 +1%
BlackRock
3
BlackRock
New York
$346M +$2.09M +122,772 +0.6%
AQR Capital Management
4
AQR Capital Management
Connecticut
$195M +$73.3M +4,306,352 +63%
Harris Associates
5
Harris Associates
Illinois
$159M -$6.87M -403,344 -4%
Point72 Asset Management
6
Point72 Asset Management
Connecticut
$113M +$67.4M +3,959,480 +160%
Charles Schwab
7
Charles Schwab
California
$102M -$3.24M -190,241 -3%
State Street
8
State Street
Massachusetts
$90.9M +$644K +37,801 +0.7%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$86.4M -$2.39M -140,138 -3%
JP Morgan Chase
10
JP Morgan Chase
New York
$82.2M -$6.52M -382,877 -8%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$69.9M -$1.79M -104,939 -3%
Squarepoint
12
Squarepoint
New York
$58M -$3.08M -181,110 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$54.3M +$1.97M +115,875 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$53.3M +$46.8K +2,751 +0.1%
Millennium Management
15
Millennium Management
New York
$48.1M +$12.3M +725,142 +36%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$45.6M -$4.89M -287,429 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$44.7M -$3.3M -193,867 -7%
Two Sigma Investments
18
Two Sigma Investments
New York
$37.6M +$10.1M +591,329 +38%
Morgan Stanley
19
Morgan Stanley
New York
$37.4M -$4.23M -248,421 -10%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$31.8M +$10M +590,134 +48%
Northern Trust
21
Northern Trust
Illinois
$22.2M +$1.38K +81 +0%
KCM
22
Kodai Capital Management
Illinois
$20.6M +$20.1M +1,177,835 New
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$18.6M -$126K -7,374 -0.7%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$18.3M -$9.31M -546,700 -34%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$15.1M -$2M -117,618 -12%