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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
OPTFSNA
351
Old Point Trust & Financial Services N A
Virginia
$2.27M -$83.6K -650 -4%
OPCM
352
Osborne Partners Capital Management
California
$2.24M -$12.9K -100 -0.6%
1SB
353
1ST Source Bank
Indiana
$2.23M +$7.72K +60 +0.4%
MMPW
354
Mitchell McLeod Pugh & Williams
Alabama
$2.21M +$10.4K +81 +0.5%
Rockefeller Capital Management
355
Rockefeller Capital Management
New York
$2.2M +$445K +3,457 +26%
API
356
Advisor Partners II
California
$2.15M +$98.8K +768 +5%
WTC
357
WhitTier Trust Company
Nevada
$2.13M -$129 -1 -0%
AAS
358
Avantax Advisory Services
Texas
$2.12M -$195K -1,512 -9%
CGH
359
Crossmark Global Holdings
Texas
$2.09M -$48.6K -378 -2%
Capital Fund Management (CFM)
360
Capital Fund Management (CFM)
France
$2.05M +$2M +15,544 New
VI
361
Vestcor Inc
New Brunswick, Canada
$2.04M +$1.12M +8,734 +129%
WA
362
WBH Advisory
Maryland
$2.04M +$1.99M +15,461 New
DA
363
Duality Advisers
Florida
$2.01M +$1.96M +15,232 New
EGM
364
Engineers Gate Manager
New York
$2M +$835K +6,492 +75%
BRCM
365
Bright Rock Capital Management
Massachusetts
$1.98M
CCM
366
Cohen Capital Management
California
$1.98M
KFBMI
367
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.98M
IIA
368
ICW Investment Advisors
Arizona
$1.96M +$34.2K +266 +2%
NSIM
369
North Star Investment Management
Illinois
$1.95M +$103K +801 +6%
QIM
370
Quest Investment Management
Oregon
$1.95M -$1.88M -14,610 -50%
Vontobel Holding
371
Vontobel Holding
Switzerland
$1.95M -$281K -2,183 -13%
CAM
372
Cypress Asset Management
Texas
$1.95M -$14.2K -110 -0.7%
SS
373
Simplicity Solutions
Minnesota
$1.94M +$883K +6,862 +87%
BFG
374
Bleakley Financial Group
New Jersey
$1.94M +$107K +833 +6%
AWM
375
Accurate Wealth Management
Florida
$1.9M +$1.8M +14,015 +2,792%

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.