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Yum! Brands

1,178 hedge funds and large institutions have $29.4B invested in Yum! Brands in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 397 increasing their positions, 396 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 72

25% more call options, than puts

Call options by funds: $275M | Put options by funds: $220M

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

16.2% more ownership

Funds ownership: 77.99%94.2% (+16%)

4% more capital invested

Capital invested by funds: $28.3B → $29.4B (+$1.13B)

0% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 396

0% more funds holding

Funds holding: 1,1761,178 (+2)

Holders
1,178
Holders Change
+2
Holders Change %
+0.17%
% of All Funds
18.77%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.22%
New
100
Increased
397
Reduced
396
Closed
72
Calls
$275M
Puts
$220M
Net Calls
+$55.5M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
X
226
Xponance
Pennsylvania
$6.09M +$117K +910 +2%
State of Tennessee, Department of Treasury
227
State of Tennessee, Department of Treasury
Tennessee
$6.08M -$3.64M -28,257 -38%
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$5.92M -$622K -4,835 -10%
Neuberger Berman Group
229
Neuberger Berman Group
New York
$5.85M +$1.75M +13,574 +44%
Daiwa Securities Group
230
Daiwa Securities Group
Japan
$5.84M +$228K +1,774 +4%
Public Employees Retirement Association of Colorado
231
Public Employees Retirement Association of Colorado
Colorado
$5.83M -$128K -996 -2%
AIM
232
Aigen Investment Management
New York
$5.81M +$5.66M +44,012 New
GCM
233
Gallacher Capital Management
Colorado
$5.67M -$136K -1,057 -2%
Federated Hermes
234
Federated Hermes
Pennsylvania
$5.63M +$5.16M +40,128 +1,597%
Fisher Asset Management
235
Fisher Asset Management
Washington
$5.63M +$453K +3,523 +9%
Janney Montgomery Scott
236
Janney Montgomery Scott
Pennsylvania
$5.58M +$144K +1,118 +3%
TI
237
Trexquant Investment
Connecticut
$5.55M -$27.9M -216,792 -84%
BPIM
238
Brant Point Investment Management
New York
$5.53M +$3.86M +30,000 +253%
SF
239
Synovus Financial
Georgia
$5.48M -$412K -3,201 -7%
OCAM
240
Onex Canada Asset Management
Ontario, Canada
$5.43M -$354K -2,751 -6%
ProShare Advisors
241
ProShare Advisors
Maryland
$5.39M +$817K +6,347 +18%
MOACM
242
Mutual of America Capital Management
New York
$5.29M -$22K -171 -0.4%
AA
243
ALPS Advisors
Colorado
$5.28M -$272K -2,114 -5%
YCM
244
Yousif Capital Management
Michigan
$5.24M -$384K -2,988 -7%
YIA
245
YHB Investment Advisors
Connecticut
$5.23M +$9.65K +75 +0.2%
SWA
246
Stratos Wealth Advisors
Ohio
$5.12M +$266K +2,067 +6%
PBC
247
Pavion Blue Capital
California
$5.11M -$85.3K -663 -2%
SYBT
248
Stock Yards Bank & Trust
Kentucky
$5.1M -$232K -1,806 -4%
QC
249
Quadrature Capital
United Kingdom
$5.09M -$336K -2,614 -6%
ICG
250
InterOcean Capital Group
Tennessee
$5.04M -$52.5K -408 -1%

YUM Hedge Fund Activity: Q1 2023 in Review

1,178 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2023, worth a combined $29.4B — up 4% from $28.3B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new YUM positions and 72 closed out — a net gain of 28 holders — while 397 added to existing stakes and 396 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $622M. The largest seller was Citadel Advisors, cutting an estimated $395M.

  • 1,178 institutional investors held Yum! Brands (YUM) as of Q1 2023, up from 1,176 in Q4 2022.
  • Funds reported $29.4B of Yum! Brands stock for Q1 2023, up 4% quarter-over-quarter.
  • 100 funds opened new Yum! Brands positions in Q1 2023 and 72 closed out, a net change of +28 holders.
  • The largest Yum! Brands buyer in Q1 2023 was Fidelity Investments, an estimated $622M added.
  • The largest Yum! Brands seller in Q1 2023 was Citadel Advisors, an estimated $395M sold.

Based on aggregated 13F filings for Q1 2023.