Yum! Brands
YUM
1,213 hedge funds and large institutions have $30.6B invested in Yum! Brands in 2023 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 381 increasing their positions, 398 reducing their positions, and 72 closing their positions.
146% more first-time investments, than exits
New positions opened: 177 | Existing positions closed: 72
32% more call options, than puts
Call options by funds: $297M | Put options by funds: $225M
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
9% more capital invested
Capital invested by funds: $28.2B → $30.6B (+$2.42B)
8% more funds holding
Funds holding: 1,127 → 1,213 (+86)
3.3% more ownership
Funds ownership: 80.36% → 83.67% (+3.3%)
4% less repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 398
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$439M |
| 2 |
JP Morgan Chase
New York
|
+$166M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$84.7M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$81.1M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$81.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
-$112M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$70.5M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$48.9M |
| 4 |
LFDLE
La Financiere de L'Echiquier
Paris,
France
|
-$44.3M |
| 5 |
Holocene Advisors
New York
|
-$41.9M |
YUM Hedge Fund Activity: Q4 2023 in Review
1,213 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2023, worth a combined $30.6B — up 8.6% from $28.2B a quarter earlier.
Buyers outnumbered sellers: 177 funds opened new YUM positions and 72 closed out — a net gain of 105 holders — while 381 added to existing stakes and 398 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $439M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $112M sold.
- 1,213 institutional investors held Yum! Brands (YUM) as of Q4 2023, up from 1,127 in Q3 2023.
- Funds reported $30.6B of Yum! Brands stock for Q4 2023, up 8.6% quarter-over-quarter.
- 177 funds opened new Yum! Brands positions in Q4 2023 and 72 closed out, a net change of +105 holders.
- The largest Yum! Brands buyer in Q4 2023 was Morgan Stanley, an estimated $439M added.
- The largest Yum! Brands seller in Q4 2023 was D1 Capital Partners, an estimated $112M sold.
Based on aggregated 13F filings for Q4 2023.