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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
NA
376
NewEdge Advisors
Louisiana
$1.9M -$220K -1,709 -11%
Thrivent Financial for Lutherans
377
Thrivent Financial for Lutherans
Minnesota
$1.88M +$41.3K +321 +2%
FFP
378
FourThought Financial Partners
Florida
$1.87M -$4.5K -35 -0.2%
QIM
379
Quantitative Investment Management
Virginia
$1.84M +$1.8M +13,964 New
SPFA
380
Summit Place Financial Advisors
New Jersey
$1.79M +$1.75M +13,580 New
SCA
381
Snowden Capital Advisors
New York
$1.79M +$257 +2 +0%
OSAM
382
O'Shaughnessy Asset Management
Connecticut
$1.78M +$513K +3,984 +42%
SBH
383
Segall Bryant & Hamill
Illinois
$1.78M -$8.88K -69 -0.5%
AWM
384
AE Wealth Management
Kansas
$1.74M -$2.19K -17 -0.1%
GL
385
Graypoint LLC
New York
$1.74M -$335K -2,600 -17%
BAM
386
Blueshift Asset Management
New Jersey
$1.74M +$1.69M +13,153 New
WJWM
387
Williams Jones Wealth Management
New York
$1.73M -$16.3K -127 -1%
NMERB
388
New Mexico Educational Retirement Board
New Mexico
$1.73M -$51.5K -400 -3%
FDS
389
Freedom Day Solutions
Texas
$1.72M +$26.1K +203 +2%
VIA
390
Vident Investment Advisory
Georgia
$1.72M +$237K +1,840 +16%
RFC
391
Regions Financial Corp
Alabama
$1.71M -$129 -1 -0%
EOJOAM
392
E. Ohman J:or Asset Management
Sweden
$1.68M +$116K +900 +8%
EDRIA
393
Edmonds Duncan Registered Investment Advisors
Kansas
$1.67M
MLICM
394
Metropolitan Life Insurance Company (MetLife)
New York
$1.65M -$430K -3,345 -21%
SW
395
SVB Wealth
Massachusetts
$1.65M -$18.3K -142 -1%
SG Americas Securities
396
SG Americas Securities
New York
$1.64M +$421K +3,269 +36%
MGP
397
Metis Global Partners
California
$1.63M +$564K +4,384 +55%
AF
398
Arrow Financial
New York
$1.63M +$66.8K +519 +4%
BTWM
399
Baker Tilly Wealth Management
Wisconsin
$1.61M +$96.5K +750 +7%
KPWS
400
Kestra Private Wealth Services
Texas
$1.61M +$54.7K +425 +4%

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.