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Yum! Brands

1,205 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $521M | Put options by funds: $299M

1% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 403

0.63% more ownership

Funds ownership: 84.98%85.61% (+0.63%)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

2% less funds holding

Funds holding: 1,2351,205 (-30)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
1,205
Holders Change
-30
Holders Change %
-2.43%
% of All Funds
17.4%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
88
Increased
408
Reduced
403
Closed
104
Calls
$521M
Puts
$299M
Net Calls
+$222M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
251
Everett Harris & Co
California
$4.13M -$74.7K -543 -2%
BPA
252
Beacon Pointe Advisors
California
$4.1M -$87.1K -633 -2%
TI
253
Tidal Investments
Wisconsin
$4.08M +$2.54M +18,482 +150%
IIM
254
INTECH Investment Management
Florida
$4.04M -$1.46M -10,591 -26%
HCM
255
Horrell Capital Management
Arkansas
$4.01M +$26.2K +190 +0.6%
SWA
256
Stratos Wealth Advisors
Ohio
$4.01M -$228K -1,655 -5%
BRCM
257
Bright Rock Capital Management
Massachusetts
$3.97M +$4.13M +30,000 New
VPIM
258
Vanguard Personalized Indexing Management
California
$3.94M +$370K +2,691 +10%
LD
259
Lipe & Dalton
New York
$3.92M -$194K -1,410 -5%
Robeco Institutional Asset Management
260
Robeco Institutional Asset Management
Netherlands
$3.89M -$18.5M -134,657 -82%
TRCT
261
Tower Research Capital (TRC)
New York
$3.89M +$2.47M +17,966 +158%
KAS
262
Kestra Advisory Services
Texas
$3.72M +$385K +2,799 +11%
AI
263
Atria Investments
North Carolina
$3.64M -$414K -3,009 -10%
Axa
264
Axa
France
$3.61M -$72.5K -527 -2%
BF
265
BOK Financial
Oklahoma
$3.58M -$254K -1,845 -6%
Wealthfront Advisers
266
Wealthfront Advisers
California
$3.55M +$56.4K +410 +2%
OSAM
267
O'Shaughnessy Asset Management
Connecticut
$3.5M +$425K +3,089 +13%
BPIM
268
Brant Point Investment Management
New York
$3.43M -$699K -5,077 -16%
MIF
269
Mediolanum International Funds
Ireland
$3.4M +$1.74M +12,610 +85%
Credit Agricole
270
Credit Agricole
France
$3.37M +$890K +6,464 +34%
LW
271
Linscomb Wealth
Texas
$3.27M +$80.1K +582 +2%
CCA
272
Cadent Capital Advisors
Oklahoma
$3.24M +$15.8K +115 +0.5%
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$3.21M +$27.5K +200 +0.8%
Rafferty Asset Management
274
Rafferty Asset Management
New York
$3.18M +$159K +1,158 +5%
OAM
275
Ostrum Asset Management
France
$3.17M -$63.7K -463 -2%