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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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3 Magnificent Seven Stocks Outperforming the Rest
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
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3 Magnificent Seven Stocks Outperforming the Rest
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S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Best AI Stock to Own in the World Today is Trading for Just $25 (Ad)
Stock market today: Tumbling tech stocks drag Wall Street to the finish line of another losing week
American Express profits jump 34%, helped by jump in new customers, higher spending
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American Express, Fifth Third rise; Netflix, PPG Industries fall, Friday, 4/19/2024
Intuitive Surgical Stock Can Trend Much Higher This Year 
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3 Magnificent Seven Stocks Outperforming the Rest
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Wendy's (WEN) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Wendy's (NASDAQ:WEN)

Current
Institutional Ownership
Percentage
85.96%
Number of
Institutional Buyers
(last 12 months)
218
Total
Institutional Inflows
(last 12 months)
$893.73M
Number of
Institutional Sellers
(last 12 months)
128
Total
Institutional Outflows
(last 12 months)
$368.12M
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Skip Chart & View Institutional Buying and Selling Data

WEN Institutional Buying and Selling by Quarter

Wendy's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Handelsinvest Investeringsforvaltning8,780$165K0.1%-34.2%0.004%
4/18/2024State of Michigan Retirement System40,985$772K0.0%+2.2%0.020%
4/18/2024Allspring Global Investments Holdings LLC5,344,118$100.68M0.2%+2.1%2.602%
4/18/2024Hexagon Capital Partners LLC4,108$77K0.0%+44.5%0.002%
4/15/2024Mcdonald Partners LLC44,653$841K0.2%-1.2%0.022%
4/11/2024 Fort Pitt Capital Group LLC199,981$3.77M0.1%+15.5%0.097%
4/10/2024 Park Avenue Securities LLC24,657$465K0.0%-4.8%0.012%
4/9/2024 Mather Group LLC.2,263$44K0.0%N/A0.001%
4/5/2024 Los Angeles Capital Management LLC13,107$247K0.0%-78.5%0.006%
4/5/2024 CWM LLC11,993$226K0.0%+15.6%0.006%
3/22/2024PNC Financial Services Group Inc.12,444$242K0.0%-9.3%0.006%
3/11/2024Vanguard Group Inc.19,823,955$386.17M0.0%-2.1%9.648%
3/4/2024Richardson Financial Services Inc.5,090$99K0.1%N/A0.002%
3/1/2024Goldman Sachs Group Inc.546,084$10.64M0.0%+21.5%0.266%
2/28/2024American International Group Inc.227,188$4.43M0.0%-5.5%0.109%
2/20/2024Quarry LP1,732$34K0.0%N/A0.001%
2/17/2024FIL Ltd70,249$1.37M0.0%-17.2%0.034%
2/16/2024Price T Rowe Associates Inc. MD1,641,660$31.98M0.0%-24.3%0.786%
2/16/2024GSA Capital Partners LLP134,742$2.63M0.2%-19.2%0.065%
2/16/2024Public Employees Retirement System of Ohio74,062$1.44M0.0%+1.4%0.035%
2/15/2024Mercer Global Advisors Inc. ADV41,833$815K0.0%+2.4%0.020%
2/15/2024Horizon Kinetics Asset Management LLC1,131,007$22.03M0.5%-3.2%0.542%
2/15/2024NFJ Investment Group LLC497,169$9.69M0.3%-5.4%0.238%
2/15/2024Legal & General Group Plc271,550$5.29M0.0%+0.7%0.130%
2/15/2024Vanguard Group Inc.19,823,955$386.17M0.0%-2.1%9.493%
2/15/2024Voloridge Investment Management LLC13,085$255K0.0%N/A0.006%
2/15/2024Voya Investment Management LLC906,934$17.67M0.0%+6.3%0.434%
2/15/2024 Weiss Multi Strategy Advisers LLC237,410$4.63M0.1%N/A0.114%
2/15/2024Numerai GP LLC12,362$241K0.1%N/A0.006%
2/15/2024Nuveen Asset Management LLC815,193$15.88M0.0%+2.8%0.390%
2/15/2024Price T Rowe Associates Inc. MD1,641,660$31.98M0.0%-24.3%0.786%
2/15/2024Gotham Asset Management LLC91,564$1.78M0.0%-64.2%0.044%
2/15/2024Boyar Asset Management Inc.28,614$557K0.4%-14.6%0.014%
2/15/2024Baird Financial Group Inc.288,758$5.63M0.0%+8.0%0.138%
2/15/2024Brevan Howard Capital Management LP16,077$313K0.0%N/A0.008%
2/15/2024Bridgefront Capital LLC15,493$302K0.2%-44.5%0.007%
2/15/2024Comerica Bank54,166$1.06M0.0%-7.4%0.026%
2/14/2024Pathstone Holdings LLC15,373$299K0.0%N/A0.007%
2/14/2024Point72 Hong Kong Ltd6,807$133K0.0%N/A0.003%
2/14/2024Creative Planning188,520$3.67M0.0%+1.6%0.090%
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2/14/2024Cubist Systematic Strategies LLC479,341$9.34M0.1%+1,007.9%0.230%
2/14/2024Redwood Investment Management LLC32,513$633K0.1%-10.0%0.016%
2/14/2024Ethic Inc.22,923$447K0.0%N/A0.011%
2/14/2024Dean Capital Management88,506$1.72M1.1%+21.6%0.042%
2/14/2024MGO One Seven LLC17,780$346K0.0%+3.9%0.009%
2/14/2024Verition Fund Management LLC118,764$2.31M0.0%+179.3%0.057%
2/14/2024Sei Investments Co.353,513$6.89M0.0%+9.3%0.169%
2/14/2024Shell Asset Management Co.5,051$98K0.0%-22.7%0.002%
2/14/2024EHP Funds Inc.12,500$244K0.1%N/A0.006%
2/13/2024Envestnet Asset Management Inc.247,234$4.82M0.0%-4.2%0.118%
2/13/2024Stephens Inc. AR15,882$309K0.0%-47.6%0.008%
2/13/2024Northern Trust Corp1,237,219$24.10M0.0%-0.8%0.592%
2/13/2024American International Group Inc.227,188$4.43M0.0%-5.5%0.109%
2/13/2024Public Employees Retirement Association of Colorado19,911$388K0.0%-33.7%0.010%
2/13/2024Joseph Group Capital Management66,329$1.29M0.8%+6.3%0.032%
2/13/2024Cetera Advisor Networks LLC19,305$376K0.0%+3.7%0.009%
2/13/2024Crossmark Global Holdings Inc.15,443$300K0.0%-4.1%0.007%
2/13/2024Tower Research Capital LLC TRC 24,137$470K0.0%+229.7%0.012%
2/13/2024Capital Research Global Investors1,056,138$20.57M0.0%N/A0.506%
2/13/2024First Trust Advisors LP380,272$7.41M0.0%-7.4%0.182%
2/13/2024Goldman Sachs Group Inc.546,084$10.64M0.0%+21.5%0.261%
2/13/2024The Manufacturers Life Insurance Company 147,175$2.87M0.0%-3.9%0.070%
2/13/2024KBC Group NV11,235$219K0.0%+175.8%0.005%
2/13/2024Campbell & CO Investment Adviser LLC42,212$822K0.1%+78.6%0.020%
2/13/2024California State Teachers Retirement System186,794$3.64M0.0%-5.1%0.089%
2/12/2024Alberta Investment Management Corp52,700$1.03M0.0%N/A0.025%
2/12/2024Bank of Nova Scotia20,561$401K0.0%-5.0%0.010%
2/12/2024Capstone Investment Advisors LLC74,297$1.45M0.0%+262.4%0.036%
2/12/2024Private Wealth Strategies L.L.C.17,867$348K0.1%+4.6%0.009%
2/12/2024Allianz Asset Management GmbH54,157$1.06M0.0%-2.3%0.026%
2/12/2024Hsbc Holdings PLC130,493$2.53M0.0%N/A0.062%
2/9/2024Intech Investment Management LLC48,531$945K0.0%+73.5%0.023%
2/9/2024Johnson Financial Group Inc.4,410$86K0.0%N/A0.002%
2/9/2024Cambridge Investment Research Advisors Inc.23,806$464K0.0%-23.6%0.011%
2/9/2024Quest Partners LLC55,302$1.08M0.2%N/A0.026%
2/9/2024Corient Private Wealth LLC31,358$611K0.0%+7.5%0.015%
2/9/2024PNC Financial Services Group Inc.12,444$242K0.0%-9.3%0.006%
2/9/2024Norges Bank1,418,228$27.63M0.0%N/A0.679%
2/8/2024Longfellow Investment Management Co. LLC9,691$189K0.0%N/A0.005%
2/8/2024Quadrant Capital Group LLC2,116$41K0.0%+145.8%0.001%
2/8/2024Janney Montgomery Scott LLC14,369$280K0.0%+7.3%0.007%
2/8/2024King Wealth Management Group13,179$257K0.0%-16.4%0.006%
2/8/2024Massachusetts Financial Services Co. MA10,711,129$208.65M0.1%-1.7%5.129%
2/7/2024Principal Financial Group Inc.620,411$12.09M0.0%-1.9%0.297%
2/7/2024Dimensional Fund Advisors LP4,141,024$80.67M0.0%+1.6%1.983%
2/7/2024Jump Financial LLC83,742$1.63M0.1%N/A0.040%
2/7/2024AGF Management Ltd.146,507$2.85M0.0%-2.1%0.070%
2/7/2024Teacher Retirement System of Texas50,403$982K0.0%+7.0%0.024%
2/7/2024Mesirow Institutional Investment Management Inc.419,928$8.18M0.8%-1.0%0.201%
2/7/2024Savoir Faire Capital Management L.P.217,810$4.24M1.8%+3.5%0.104%
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2/6/2024Charles Schwab Investment Management Inc.4,706,052$91.67M0.0%+0.7%2.254%
2/6/2024Private Advisor Group LLC14,343$279K0.0%N/A0.007%
2/6/2024Amalgamated Bank116,651$2.27M0.0%-9.9%0.056%
2/6/2024 Los Angeles Capital Management LLC61,080$1.19M0.0%-15.8%0.029%
2/6/2024Swiss National Bank350,600$6.83M0.0%-11.0%0.168%
2/6/2024Great Valley Advisor Group Inc.17,000$331K0.0%-25.4%0.008%
2/5/2024Victory Capital Management Inc.584,761$11.39M0.0%-53.6%0.280%
2/5/2024Hexagon Capital Partners LLC2,843$55K0.0%+328.8%0.001%
2/5/2024Retirement Systems of Alabama517,693$10.09M0.0%+4.1%0.248%
2/5/2024Shufro Rose & Co. LLC83,444$1.70M0.2%-1.3%0.040%
(Data available from 1/1/2016 forward)

WEN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WEN shares?

During the previous two years, 370 institutional investors and hedge funds held shares of Wendy's. The most heavily invested institutionals were Trian Fund Management L.P. ($680.69M), BlackRock Inc. ($446.10M), Vanguard Group Inc. ($386.17M), Massachusetts Financial Services Co. MA ($208.65M), JPMorgan Chase & Co. ($119.25M), State Street Corp ($106.64M), and Allspring Global Investments Holdings LLC ($100.68M).Learn more on WEN's institutional investors.

What percentage of Wendy's stock is owned by institutional investors?

85.96% of Wendy's stock is owned by institutional investors. Learn more on WEN's institutional investor holdings.

Which institutional investors have been buying Wendy's stock?

Of the 320 institutional investors that purchased Wendy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trian Fund Management L.P. ($12.62M), BlackRock Inc. ($5.15M), Allspring Global Investments Holdings LLC ($3.94M), Norges Bank ($3.38M), Renaissance Technologies LLC ($3.36M), Charles Schwab Investment Management Inc. ($3.21M), and Assenagon Asset Management S.A. ($2.00M).

How much institutional buying is happening at Wendy's?

Institutional investors have bought a total of 71,509,682 shares in the last 24 months. This purchase volume represents approximately $1.50B in transactions.

Which Wendy's major shareholders have been selling company stock?

Of the 205 institutional investors that sold Wendy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Deutsche Bank AG ($5.28M), Renaissance Technologies LLC ($2.04M), Schonfeld Strategic Advisors LLC ($1.57M), Marshall Wace LLP ($1.48M), Assenagon Asset Management S.A. ($1.43M), Point72 Asset Management L.P. ($1.41M), and Qube Research & Technologies Ltd ($1.14M).

How much institutional selling is happening at Wendy's?

Institutional investors have sold a total of 31,751,667 shares in the last 24 months. This volume of shares sold represents approximately $663.50M in transactions.


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This page (NASDAQ:WEN) was last updated on 4/19/2024 by MarketBeat.com Staff

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