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Yum! Brands

1,205 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $521M | Put options by funds: $299M

1% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 403

0.63% more ownership

Funds ownership: 84.98%85.61% (+0.63%)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

2% less funds holding

Funds holding: 1,2351,205 (-30)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
1,205
Holders Change
-30
Holders Change %
-2.43%
% of All Funds
17.4%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
88
Increased
408
Reduced
403
Closed
104
Calls
$521M
Puts
$299M
Net Calls
+$222M
Net Calls Change
+$105M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Evercore Wealth Management
New York
$1.91M
CT
352
Coastline Trust
Rhode Island
$1.87M -$142K -1,031 -7%
NMERB
353
New Mexico Educational Retirement Board
New Mexico
$1.86M
PA
354
Procyon Advisors
Connecticut
$1.85M +$124K +904 +7%
CAM
355
Cypress Asset Management
Texas
$1.83M -$31K -225 -2%
SLAM
356
Swiss Life Asset Management
$1.82M -$404K -2,935 -18%
BFG
357
Bleakley Financial Group
New Jersey
$1.81M -$17.6K -128 -0.9%
SW
358
Simplicity Wealth
New Jersey
$1.81M -$15.8K -115 -0.8%
SFA
359
Sequoia Financial Advisors
Ohio
$1.8M +$77.6K +564 +4%
EWA
360
EP Wealth Advisors
California
$1.8M -$20K -145 -1%
WA
361
WBH Advisory
Maryland
$1.8M -$120K -874 -6%
MBTD
362
Mechanics Bank - Trust Department
California
$1.76M -$29.6K -215 -2%
IC
363
IEQ Capital
California
$1.73M +$264K +1,920 +17%
UCFA
364
United Capital Financial Advisors
Texas
$1.7M -$557K -4,046 -24%
MGP
365
Metis Global Partners
California
$1.68M +$32.1K +233 +2%
CFG
366
Citizens Financial Group
Rhode Island
$1.68M +$488K +3,548 +39%
EDRIA
367
Edmonds Duncan Registered Investment Advisors
Kansas
$1.67M
WJWM
368
Williams Jones Wealth Management
New York
$1.67M -$124K -898 -7%
AAS
369
Avantax Advisory Services
Texas
$1.66M +$184K +1,335 +12%
OAC
370
OMERS Administration Corp
Ontario, Canada
$1.66M +$1.72M +12,530 New
SI
371
Stephens Inc
Arkansas
$1.66M -$25.5K -185 -1%
KPWS
372
Kestra Private Wealth Services
Texas
$1.66M +$25.3K +184 +1%
HWM
373
HB Wealth Management
Georgia
$1.65M +$286K +2,081 +20%
CC
374
Chicago Capital
Illinois
$1.64M +$35.9K +261 +2%
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$1.62M +$407K +2,959 +32%