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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
BPC
276
Banque Pictet & Cie
Switzerland
$4.01M +$534K +4,152 +16%
HCM
277
Horrell Capital Management
Arkansas
$4M +$23.7K +184 +0.6%
SFI
278
Siemens Fonds Invest
Germany
$3.98M -$2.96K -23 -0.1%
William Blair & Company
279
William Blair & Company
Illinois
$3.97M -$155K -1,204 -4%
AI
280
Atria Investments
North Carolina
$3.7M +$126K +979 +4%
Luther King Capital Management (LKCM)
281
Luther King Capital Management (LKCM)
Texas
$3.65M +$21.6K +168 +0.6%
IMRF
282
Illinois Municipal Retirement Fund
Illinois
$3.64M
JFG
283
Jefferies Financial Group
New York
$3.55M +$3.46M +26,874 New
AM
284
AGF Management
Ontario, Canada
$3.51M -$39.9K -310 -1%
TRSOTSOK
285
Teachers Retirement System of the State of Kentucky
Kentucky
$3.47M
PFO
286
Pathstone Family Office
New Jersey
$3.45M -$5.64M -43,797 -63%
Wealthfront Advisers
287
Wealthfront Advisers
California
$3.34M -$13.1K -102 -0.4%
BCIM
288
British Columbia Investment Management
British Columbia, Canada
$3.33M
KAS
289
Kestra Advisory Services
Texas
$3.31M -$449K -3,490 -12%
BPA
290
Beacon Pointe Advisors
California
$3.29M +$129 +1 +0%
MCM
291
Mill Capital Management
North Carolina
$3.27M
CT
292
Coastline Trust
Rhode Island
$3.27M -$392K -3,050 -11%
LW
293
Linscomb Wealth
Texas
$3.23M -$18.1K -141 -0.6%
LSA
294
L & S Advisors
California
$3.21M +$3.13M +24,332 New
JWBC
295
J.W. Burns & Co
New York
$3.21M -$18K -140 -0.6%
MML Investors Services
296
MML Investors Services
Massachusetts
$3.21M -$445K -3,462 -12%
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$3.19M -$51.1K -397 -2%
CTA
298
Colonial Trust Advisors
South Carolina
$3.19M -$386 -3 -0%
SFA
299
Souders Financial Advisors
Ohio
$3.19M +$22.9K +178 +0.7%
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$3.17M -$440K -3,422 -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.