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Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$2.17M -$268K -2,309 -11%
CAI
302
Capital Advisors Inc
Oklahoma
$2.14M +$50K +430 +2%
Macquarie Group
303
Macquarie Group
Australia
$2.12M -$3.95K -34 -0.2%
IHL
304
Investment House LLC
California
$2.12M
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$2.09M +$60.9K +524 +3%
ISB
306
Iowa State Bank
Iowa
$2.09M +$1.63K +14 +0.1%
CAN
307
Cetera Advisor Networks
California
$2.08M +$22.1K +190 +1%
MBTD
308
Mechanics Bank - Trust Department
California
$2.04M -$237K -2,035 -10%
IIM
309
INTECH Investment Management
Florida
$2.03M +$2.08M +17,852 New
DILIC
310
Dai-ichi Life Insurance Company
Japan
$2.01M
CM
311
Crestline Management
Texas
$1.99M +$2.03M +17,500 New
MCM
312
MAI Capital Management
Ohio
$1.98M +$138K +1,191 +7%
SAM
313
Shell Asset Management
Netherlands
$1.96M +$280K +2,408 +16%
MMPW
314
Mitchell McLeod Pugh & Williams
Alabama
$1.95M +$24.4K +210 +1%
SC
315
Sepio Capital
Utah
$1.93M -$154K -1,323 -7%
OPCM
316
Osborne Partners Capital Management
California
$1.93M +$1.74M +14,984 +751%
WA
317
WBH Advisory
Maryland
$1.92M -$14.8K -127 -0.8%
TRCT
318
Tower Research Capital (TRC)
New York
$1.92M -$4.34M -37,313 -69%
MAM
319
Meeder Asset Management
Ohio
$1.92M +$1M +8,631 +104%
MLICM
320
Metropolitan Life Insurance Company (MetLife)
New York
$1.92M -$76.4K -657 -4%
1SB
321
1ST Source Bank
Indiana
$1.92M -$23.3K -200 -1%
CGH
322
Crossmark Global Holdings
Texas
$1.88M -$129K -1,110 -6%
BCV
323
Banque Cantonale Vaudoise
Switzerland
$1.86M -$639K -5,500 -25%
AP
324
Advisor Partners
California
$1.83M +$185K +1,588 +11%
NMERB
325
New Mexico Educational Retirement Board
New Mexico
$1.81M -$93K -800 -5%

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.