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Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
376
Rockefeller Capital Management
New York
$1.29M -$71.3K -613 -5%
EWA
377
EP Wealth Advisors
California
$1.29M -$4.65K -40 -0.4%
IAA
378
Independent Advisor Alliance
North Carolina
$1.28M +$349 +3 +0%
FIM
379
Fernwood Investment Management
Massachusetts
$1.27M
MHC
380
Meyer Handelman Company
New York
$1.27M
WHG
381
Westwood Holdings Group
Texas
$1.26M -$7.32K -63 -0.6%
RIM
382
Redwood Investment Management
Arizona
$1.26M -$62.2K -535 -5%
RJT
383
Raymond James Trust
Florida
$1.25M +$97.5K +839 +8%
GAM
384
Griffin Asset Management
New York
$1.24M
KPWS
385
Kestra Private Wealth Services
Texas
$1.24M +$52.2K +449 +4%
OAM
386
Oppenheimer Asset Management
New York
$1.23M -$492K -4,231 -28%
SCM
387
SOL Capital Management
Maryland
$1.23M
S
388
Seeyond
France
$1.22M -$25.2K -217 -2%
MNBTD
389
Moody National Bank Trust Division
Texas
$1.22M +$314K +2,700 +34%
ECM
390
Everence Capital Management
Indiana
$1.21M
CCA
391
Cobblestone Capital Advisors
New York
$1.21M +$3.25K +28 +0.3%
WG
392
Winton Group
United Kingdom
$1.2M -$304K -2,617 -20%
USAA
393
United Services Automobile Association
Texas
$1.2M +$1.23M +10,581 New
PJSIMP
394
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.19M -$116K -999 -9%
EWM
395
Evercore Wealth Management
New York
$1.18M
TC
396
Toews Corporation
New Jersey
$1.18M +$825K +7,100 +215%
Wealthfront Advisers
397
Wealthfront Advisers
California
$1.18M +$644K +5,539 +114%
FNBTCON
398
First National Bank & Trust Co of Newtown
Pennsylvania
$1.18M
LIM
399
Leavell Investment Management
Alabama
$1.18M
KLI
400
Kelman-Lazarov Inc
Tennessee
$1.18M -$21.3K -183 -2%

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.