Wendy's
WEN
424 hedge funds and large institutions have $3.04B invested in Wendy's in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 137 increasing their positions, 140 reducing their positions, and 48 closing their positions.
79% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 48
8% more funds holding
Funds holding: 393 → 424 (+31)
3.58% more ownership
Funds ownership: 87.84% → 91.42% (+3.6%)
8% more call options, than puts
Call options by funds: $30M | Put options by funds: $27.7M
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 140
3% less capital invested
Capital invested by funds: $3.13B → $3.04B (-$90.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$63.2M |
| 2 |
Squarepoint
New York
|
+$30.4M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$29.9M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$27.8M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$27.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$73.6M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$63.5M |
| 3 |
Two Sigma Investments
New York
|
-$22.4M |
| 4 |
KCM
Kodai Capital Management
Chicago,
Illinois
|
-$20.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$17M |
WEN Hedge Fund Activity: Q4 2024 in Review
424 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Wendy's (WEN) for Q4 2024, worth a combined $3.04B — down 2.9% from $3.13B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new WEN positions and 48 closed out — a net gain of 38 holders — while 137 added to existing stakes and 140 trimmed.
The largest buyer was 1832 Asset Management, opening a new position worth an estimated $63.2M. The largest seller was Allspring Global Investments, cutting an estimated $73.6M.
- 424 institutional investors held Wendy's (WEN) as of Q4 2024, up from 393 in Q3 2024.
- Funds reported $3.04B of Wendy's stock for Q4 2024, down 2.9% quarter-over-quarter.
- 86 funds opened new Wendy's positions in Q4 2024 and 48 closed out, a net change of +38 holders.
- The largest Wendy's buyer in Q4 2024 was 1832 Asset Management, an estimated $63.2M added.
- The largest Wendy's seller in Q4 2024 was Allspring Global Investments, an estimated $73.6M sold.
Based on aggregated 13F filings for Q4 2024.