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Yum! Brands
YUM

1,176 hedge funds and large institutions have $28.3B invested in Yum! Brands in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 57

63% more call options, than puts

Call options by funds: $220M | Put options by funds: $134M

20% more capital invested

Capital invested by funds: $23.5B → $28.3B (+$4.78B)

10% more funds holding

Funds holding: 1,073 → 1,176 (+103)

5% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 361

0.22% more ownership

Funds ownership: 77.78% → 77.99% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
1,176
Holders Change
+103
Holders Change %
+9.6%
% of All Funds
18.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
185
Increased
378
Reduced
361
Closed
57
Calls
$220M
Puts
$134M
Net Calls
+$85.2M
Net Calls Change
+$46.8M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$451M
2
Millennium Management
Millennium Management
New York
+$200M
3
Two Sigma Investments
Two Sigma Investments
New York
+$144M
4
HMP
HS Management Partners
New York
+$95.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$90.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$685M
2
MAM
Magellan Asset Management
Australia
-$334M
3
SCP
Soroban Capital Partners
New York
-$227M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$211M
5
Holocene Advisors
Holocene Advisors
New York
-$60.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
326
Glenview Trust
Kentucky
$2.58M +$9.69K +80 +0.4%
EAM
327
Eukles Asset Management
Ohio
$2.57M +$73.5K +607 +3%
ISB
328
Iowa State Bank
Iowa
$2.57M +$184K +1,516 +8%
SIC
329
Salem Investment Counselors
North Carolina
$2.51M -$66.7K -551 -3%
CCWM
330
Cassaday & Co Wealth Management
Virginia
$2.5M +$2.37M +19,549 New
SPIA
331
Steward Partners Investment Advisory
New York
$2.49M – – –
CAI
332
Capital Advisors Inc
Oklahoma
$2.47M +$106K +875 +5%
SAM
333
Silvercrest Asset Management
New York
$2.47M +$3.63K +30 +0.2%
VPIM
334
Vanguard Personalized Indexing Management
California
$2.43M -$329K -2,718 -13%
IHL
335
Investment House LLC
California
$2.39M – – –
MBTD
336
Mechanics Bank - Trust Department
California
$2.35M +$66.6K +550 +3%
NB
337
Norinchukin Bank
Japan
$2.34M -$601K -4,960 -21%
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$2.33M – – –
MCM
339
Masterton Capital Management
New York
$2.33M -$7.88M -65,093 -78%
Acadian Asset Management
340
Acadian Asset Management
Massachusetts
$2.33M +$1.29M +10,690 +142%
CCS
341
Concentric Capital Strategies
Connecticut
$2.32M -$590K -4,875 -21%
CS
342
Candriam SCA
Luxembourg
$2.29M +$451K +3,724 +26%
OPTFSNA
343
Old Point Trust & Financial Services N A
Virginia
$2.28M -$133K -1,100 -6%
KeyBank National Association
344
KeyBank National Association
Ohio
$2.28M -$72.8K -601 -3%
Balyasny Asset Management
345
Balyasny Asset Management
Illinois
$2.26M -$38.5M -317,961 -95%
AAS
346
Avantax Advisory Services
Texas
$2.25M +$246K +2,032 +13%
SSA
347
Schonfeld Strategic Advisors
New York
$2.24M -$5.53M -45,640 -72%
TI
348
Tidal Investments
Wisconsin
$2.22M -$863K -7,124 -29%
DILIC
349
Dai-ichi Life Insurance Company
Japan
$2.2M – – –
Rafferty Asset Management
350
Rafferty Asset Management
New York
$2.2M +$900K +7,427 +76%
12 13
14
15 16

YUM Hedge Fund Activity: Q4 2022 in Review

1,176 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2022, worth a combined $28.3B — up 20% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new YUM positions and 57 closed out — a net gain of 128 holders — while 378 added to existing stakes and 361 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $451M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $685M.

  • 1,176 institutional investors held Yum! Brands (YUM) as of Q4 2022, up from 1,073 in Q3 2022.
  • Funds reported $28.3B of Yum! Brands stock for Q4 2022, up 20% quarter-over-quarter.
  • 185 funds opened new Yum! Brands positions in Q4 2022 and 57 closed out, a net change of +128 holders.
  • The largest Yum! Brands buyer in Q4 2022 was JP Morgan Chase, an estimated $451M added.
  • The largest Yum! Brands seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $685M sold.

Based on aggregated 13F filings for Q4 2022.