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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
Cambridge Investment Research Advisors
251
Cambridge Investment Research Advisors
Iowa
$4.05M +$116K +859 +3%
Brown Advisory
252
Brown Advisory
Maryland
$4.04M -$35.8K -265 -0.9%
IIM
253
INTECH Investment Management
Florida
$4.04M +$130K +963 +3%
IMPI
254
Ilmarinen Mutual Pension Insurance
Finland
$4.03M
CA
255
Cullinan Associates
Kentucky
$4M -$1.74M -12,883 -30%
SWA
256
Stratos Wealth Advisors
Ohio
$4M -$36.7K -271 -0.9%
BPA
257
Beacon Pointe Advisors
California
$4M -$107K -792 -3%
DADC
258
D.A. Davidson & Co
Montana
$3.97M -$133K -983 -3%
EMPI
259
Elo Mutual Pension Insurance
Finland
$3.94M +$611K +4,517 +18%
LD
260
Lipe & Dalton
New York
$3.92M -$39.2K -290 -1%
XT
261
XTX Topco
Cayman Islands
$3.91M +$3.94M +29,157 New
MC
262
Maverick Capital
Texas
$3.81M +$3.84M +28,363 New
BMSSC
263
B. Metzler seel. Sohn & Co
Germany
$3.79M -$131K -969 -3%
DILIC
264
Dai-ichi Life Insurance Company
Japan
$3.76M +$2.44M +18,010 +179%
HCM
265
Horrell Capital Management
Arkansas
$3.67M +$4.87K +36 +0.1%
SYBT
266
Stock Yards Bank & Trust
Kentucky
$3.65M -$576K -4,260 -14%
Macquarie Group
267
Macquarie Group
Australia
$3.62M -$223K -1,651 -4%
SC
268
Searle & Co
Connecticut
$3.57M -$887K -6,560 -20%
MSU
269
Mizuho Securities USA
New York
$3.55M +$1.11M +8,218 +45%
GAM
270
Generali Asset Management
Italy
$3.53M +$3.56M +26,338 New
KAS
271
Kestra Advisory Services
Texas
$3.48M -$204K -1,508 -5%
Rafferty Asset Management
272
Rafferty Asset Management
New York
$3.48M +$378K +2,797 +12%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$3.46M +$424K +3,135 +14%
AI
274
Atria Investments
North Carolina
$3.35M +$12.4K +92 +0.4%
UM
275
UniSuper Management
Australia
$3.33M -$8.43M -62,308 -71%

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.