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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
BS
251
Banco Santander
Spain
$4.98M -$676K -5,250 -12%
GIBU
252
Gulf International Bank (UK)
United Kingdom
$4.88M -$1.9M -14,796 -29%
PAM
253
Panagora Asset Management
Massachusetts
$4.75M -$817K -6,349 -15%
DADC
254
D.A. Davidson & Co
Montana
$4.72M -$17.4K -135 -0.4%
SC
255
Searle & Co
Connecticut
$4.72M -$12.5K -97 -0.3%
WG
256
Winton Group
United Kingdom
$4.69M +$967K +7,517 +27%
SLAM
257
Swiss Life Asset Management
$4.68M -$6.55M -50,880 -59%
BCWM
258
Bartlett & Co Wealth Management
Ohio
$4.64M -$12.6K -98 -0.3%
BC
259
Bartlett & Co
Ohio
$4.64M -$12.6K -98 -0.3%
Canada Pension Plan Investment Board
260
Canada Pension Plan Investment Board
Ontario, Canada
$4.61M -$3.32M -25,800 -43%
Mercer Global Advisors
261
Mercer Global Advisors
Colorado
$4.59M +$24.2K +188 +0.5%
EHC
262
Everett Harris & Co
California
$4.58M -$6.43K -50 -0.1%
Wellington Management Group
263
Wellington Management Group
Massachusetts
$4.41M -$298K -2,319 -6%
CCM
264
Coldstream Capital Management
Washington
$4.41M -$7.08K -55 -0.2%
BF
265
BOK Financial
Oklahoma
$4.41M -$418K -3,249 -9%
YIH
266
Y-Intercept (HK)
Hong Kong
$4.38M +$4.26M +33,124 New
CNB
267
Czech National Bank
Czech Republic
$4.36M +$1.67K +13 +0%
Twin Tree Management
268
Twin Tree Management
Texas
$4.33M +$622K +4,830 +17%
Brown Advisory
269
Brown Advisory
Maryland
$4.31M -$53.8K -418 -1%
SC
270
Scotia Capital
Ontario, Canada
$4.29M +$124K +967 +3%
NAM
271
Nissay Asset Management
Japan
$4.2M -$177K -1,374 -4%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$4.16M +$86.6K +673 +2%
LD
273
Lipe & Dalton
New York
$4.15M -$147K -1,145 -4%
TC
274
TwinBeech Capital
New York
$4.13M +$4.02M +31,255 New
Public Sector Pension Investment Board (PSP Investments)
275
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.08M -$540K -4,200 -12%

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.