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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
CG
326
Colony Group
Massachusetts
$2.71M -$94.4K -734 -3%
Macquarie Group
327
Macquarie Group
Australia
$2.7M -$350K -2,722 -12%
ISB
328
Iowa State Bank
Iowa
$2.67M +$17.9K +139 +0.7%
GT
329
Glenview Trust
Kentucky
$2.66M -$1.8K -14 -0.1%
OAM
330
Ostrum Asset Management
France
$2.65M +$2.58M +20,069 New
ETC
331
Exchange Traded Concepts
Oklahoma
$2.65M +$2.55M +19,852 +9,976%
EAM
332
Eukles Asset Management
Ohio
$2.65M -$5.79K -45 -0.2%
RG
333
Rathbones Group
United Kingdom
$2.64M -$49.5K -385 -2%
CAI
334
Capital Advisors Inc
Oklahoma
$2.61M +$56K +435 +2%
SIC
335
Salem Investment Counselors
North Carolina
$2.58M -$12.9K -100 -0.5%
SPIA
336
Steward Partners Investment Advisory
New York
$2.57M +$3.35K +26 +0.1%
SAM
337
Silvercrest Asset Management
New York
$2.55M
CCWM
338
Cassaday & Co Wealth Management
Virginia
$2.52M -$57.4K -446 -2%
NB
339
Norinchukin Bank
Japan
$2.47M +$60K +466 +3%
IHL
340
Investment House LLC
California
$2.46M
Rafferty Asset Management
341
Rafferty Asset Management
New York
$2.44M +$173K +1,346 +8%
MBTD
342
Mechanics Bank - Trust Department
California
$2.43M
LSERS
343
Louisiana State Employees Retirement System
Louisiana
$2.4M
PI
344
PineBridge Investments
New York
$2.39M +$2.31M +17,979 +17,455%
SCM
345
Stevens Capital Management
Pennsylvania
$2.38M +$2.08M +16,187 +876%
TI
346
Tidal Investments
Wisconsin
$2.36M +$69.9K +543 +3%
PAG
347
Private Advisor Group
New Jersey
$2.34M -$16.7K -130 -0.7%
KeyBank National Association
348
KeyBank National Association
Ohio
$2.32M -$29.6K -230 -1%
HNB
349
Huntington National Bank
Ohio
$2.28M +$22.3K +173 +1%
DILIC
350
Dai-ichi Life Insurance Company
Japan
$2.27M

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.