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Yum! Brands

1,259 hedge funds and large institutions have $32.2B invested in Yum! Brands in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 395 increasing their positions, 422 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $425M | Put options by funds: $204M

51% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 97

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 1,2331,259 (+26)

0.41% more ownership

Funds ownership: 84.48%84.89% (+0.41%)

3% less capital invested

Capital invested by funds: $33.1B → $32.2B (-$858M)

6% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 422

Holders
1,259
Holders Change
+26
Holders Change %
+2.11%
% of All Funds
16.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
146
Increased
395
Reduced
422
Closed
97
Calls
$425M
Puts
$204M
Net Calls
+$221M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
PBC
226
Pavion Blue Capital
California
$5.05M -$28.1K -208 -0.5%
Kovitz Investment Group Partners
227
Kovitz Investment Group Partners
Illinois
$5.04M +$3.16M +23,383 +165%
YIA
228
YHB Investment Advisors
Connecticut
$4.92M -$145K -1,074 -3%
SLAM
229
Swiss Life Asset Management
$4.89M +$3.29M +24,332 +200%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$4.81M -$357K -2,642 -7%
AIM
231
Achmea Investment Management
Netherlands
$4.8M +$385K +2,846 +9%
IG
232
ING Group
Netherlands
$4.79M -$265K -1,960 -5%
William Blair & Company
233
William Blair & Company
Illinois
$4.74M -$169K -1,252 -3%
YCM
234
Yousif Capital Management
Michigan
$4.69M -$110K -816 -2%
AA
235
ALPS Advisors
Colorado
$4.69M -$15.7K -116 -0.3%
SMDAM
236
Sumitomo Mitsui DS Asset Management
Japan
$4.69M +$105K +776 +2%
NAM
237
Nissay Asset Management
Japan
$4.68M +$33K +244 +0.7%
Public Sector Pension Investment Board (PSP Investments)
238
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.64M +$3.04M +22,445 +185%
MML Investors Services
239
MML Investors Services
Massachusetts
$4.58M -$187K -1,382 -4%
Wealthfront Advisers
240
Wealthfront Advisers
California
$4.55M +$919K +6,797 +25%
LOAMS
241
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.54M +$4.58M +33,845 New
MOACM
242
Mutual of America Capital Management
New York
$4.49M -$161K -1,193 -3%
VPIM
243
Vanguard Personalized Indexing Management
California
$4.44M +$687K +5,078 +18%
SC
244
Scotia Capital
Ontario, Canada
$4.43M +$60.2K +445 +1%
EF
245
Empowered Funds
Pennsylvania
$4.27M +$476K +3,518 +12%
Ensign Peak Advisors
246
Ensign Peak Advisors
Utah
$4.24M +$935K +6,910 +28%
BGDI
247
BW Gestao de Investimentos
Brazil
$4.21M +$4.25M +31,400 New
Focus Partners Wealth
248
Focus Partners Wealth
Massachusetts
$4.18M -$100M -740,194 -96%
GC
249
Guggenheim Capital
Illinois
$4.14M -$1.7M -12,597 -29%
EHC
250
Everett Harris & Co
California
$4.09M -$6.76K -50 -0.2%

YUM Hedge Fund Activity: Q4 2024 in Review

1,259 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2024, worth a combined $32.2B — down 2.6% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new YUM positions and 97 closed out — a net gain of 49 holders — while 395 added to existing stakes and 422 trimmed.

The largest buyer was BlackRock, adding an estimated $302M. The largest seller was Capital World Investors, cutting an estimated $211M.

  • 1,259 institutional investors held Yum! Brands (YUM) as of Q4 2024, up from 1,233 in Q3 2024.
  • Funds reported $32.2B of Yum! Brands stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 146 funds opened new Yum! Brands positions in Q4 2024 and 97 closed out, a net change of +49 holders.
  • The largest Yum! Brands buyer in Q4 2024 was BlackRock, an estimated $302M added.
  • The largest Yum! Brands seller in Q4 2024 was Capital World Investors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.