Wendys Co (NASDAQ:WEN)
| 19.14 Delayed Data As of 3:59pm ET |  -0.005 / -0.03%Today’s Change | 18.19 Today|||52-Week Range 23.90 | -15.44% Year-to-Date |
Institutional investors purchased a net $19.6 million shares of WEN during the quarter ended June 2019. This may signal that the smart money is gaining interest in this company as the 75.45% of shares outstanding that institutional investors hold is actually below the Restaurants industry average.
| Mutual fund holders | 43.09% |
| Other institutional | 32.36% |
| Individual stakeholders | 17.88% |
Largest Quarterly Institutional
Transactions
Latest Institutional Activity
| 9/30/2023 | HARRIS ASSOCIATES LP Bought 2.1 Million shares of Wendys Co |
| 9/30/2023 | BALYASNY ASSET MANAGEMENT LP Bought 1.9 Million shares of Wendys Co |
| 9/30/2023 | AHL PARTNERS LLP Bought 1.9 Million shares of Wendys Co |
Top 10 Owners of Wendys Co
| Stockholder | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| The Vanguard Group, Inc. | 9.55% | 19,985,881 | 380,131,457 | +1,158,607 | +6.15% |
| BlackRock Fund Advisors | 8.78% | 18,382,982 | 349,644,318 | -149,527 | -0.81% |
| Trian Fund Management LP | 7.62% | 15,943,466 | 303,244,723 | -17,407,277 | -52.19% |
| Massachusetts Financial Services ... | 5.21% | 10,893,673 | 207,197,660 | -186,532 | -1.68% |
| Harris Associates LP | 3.70% | 7,746,996 | 147,347,864 | +2,146,692 | +38.33% |
| JPMorgan Investment Management, I... | 2.56% | 5,351,039 | 101,776,762 | -130,662 | -2.38% |
| Allspring Global Investments LLC | 2.51% | 5,247,772 | 99,812,623 | +66,063 | +1.27% |
| SSgA Funds Management, Inc. | 2.32% | 4,848,960 | 92,227,219 | -54,099 | -1.10% |
| Charles Schwab Investment Managem... | 2.23% | 4,674,711 | 88,913,003 | +17,319 | +0.37% |
| Dimensional Fund Advisors LP | 1.95% | 4,077,097 | 77,546,385 | -9,973 | -0.24% |
Top 10 Mutual Funds Holding Wendys Co
| Mutual fund | Stake | Shares owned | Total value ($) | Shares bought / sold | Total change |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF | 2.66% | 5,566,537 | 105,875,534 | +8,373 | +0.15% |
| MFS Mid Cap Value Fund | 2.65% | 5,546,831 | 105,500,726 | 0 | 0.00% |
| iShares Core S&P Mid Cap ETF | 2.50% | 5,235,209 | 99,573,675 | 0 | 0.00% |
| Vanguard Small Cap Index Fund | 2.19% | 4,587,806 | 87,260,070 | +10,620 | +0.23% |
| iShares Tr. - Select Dividend ETF | 1.92% | 4,010,554 | 76,280,737 | -1,232 | -0.03% |
| Oakmark Equity & Income Fund | 1.87% | 3,921,800 | 74,592,636 | +2,209,900 | +129.09% |
| Allspring Special Mid Cap Value F... | 1.86% | 3,900,500 | 74,187,510 | 0 | 0.00% |
| Vanguard Small Cap Value Index Fu... | 1.53% | 3,193,278 | 60,736,148 | -12,435 | -0.39% |
| JPMorgan Small Cap Equity Fund | 1.53% | 3,191,681 | 60,705,773 | 0 | 0.00% |
| Janus Henderson Triton Fund | 1.38% | 2,894,078 | 55,045,364 | 0 | 0.00% |