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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
CCA
301
Cadent Capital Advisors
Oklahoma
$3.17M +$129 +1 +0%
SMDAM
302
Sumitomo Mitsui DS Asset Management
Japan
$3.17M +$308K +2,391 +11%
Pacer Advisors
303
Pacer Advisors
Pennsylvania
$3.16M -$8.07M -62,693 -72%
CAN
304
Cetera Advisor Networks
California
$3.15M -$40.4K -314 -1%
HIMCH
305
Hartford Investment Management Co (HIMCO)
Connecticut
$3.15M +$404K +3,137 +15%
CTC
306
Central Trust Company
Missouri
$3.14M -$3.86K -30 -0.1%
MCM
307
Masterton Capital Management
New York
$3.13M +$708K +5,500 +30%
SAM
308
Securian Asset Management
Minnesota
$3.09M -$12.9K -100 -0.4%
Bessemer Group
309
Bessemer Group
New Jersey
$3.03M -$157K -1,218 -5%
DC
310
Davenport & Co
Virginia
$3.01M +$69.1K +537 +2%
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$3M -$59.4K -462 -2%
EMPI
312
Elo Mutual Pension Insurance
Finland
$2.97M +$52.9K +411 +2%
MSRPS
313
Maryland State Retirement & Pension System
Maryland
$2.95M +$34K +264 +1%
VPIM
314
Vanguard Personalized Indexing Management
California
$2.92M +$407K +3,166 +17%
KRS
315
Kentucky Retirement Systems
Kentucky
$2.92M -$29.9K -232 -1%
E
316
Ergoteles
New York
$2.92M +$886K +6,887 +45%
MCM
317
MAI Capital Management
Ohio
$2.92M +$56.2K +437 +2%
OPERF
318
Oregon Public Employees Retirement Fund
Oregon
$2.87M -$10.7K -83 -0.4%
CS
319
Candriam SCA
Luxembourg
$2.86M +$723K +5,617 +31%
VIM
320
Vinva Investment Management
Australia
$2.83M +$2.82M +21,901 New
CW
321
Connectus Wealth
Ohio
$2.8M +$1.03K +8 +0%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$2.78M -$130K -1,014 -5%
NSEDCP
323
NJ State Employees Deferred Compensation Plan
New Jersey
$2.77M
Allspring Global Investments
324
Allspring Global Investments
North Carolina
$2.76M -$20.5M -159,418 -88%
PMEF
325
Point72 Middle East FZE
United Arab Emirates
$2.72M -$3.66M -28,470 -58%

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.