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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
CNC
401
Canandaigua National Corp
New York
$1.16M -$106K -908 -8%
SA
402
Strategic Advisors
New York
$1.16M +$72.1K +620 +6%
FTDI
403
First Trust Direct Indexing
Massachusetts
$1.15M +$158K +1,360 +16%
FRM
404
Fox Run Management
Connecticut
$1.15M +$1.17M +10,093 New
BFS
405
Bradley Foster & Sargent
Connecticut
$1.13M -$161K -1,385 -12%
MC
406
Moors & Cabot
Massachusetts
$1.12M +$273K +2,348 +31%
AA
407
Argent Advisors
Louisiana
$1.12M +$41.6K +358 +4%
EWM
408
Evermay Wealth Management
Virginia
$1.11M -$6.97K -60 -0.6%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.11M +$141K +1,213 +14%
Impax Asset Management Group
410
Impax Asset Management Group
United Kingdom
$1.1M -$99.4K -855 -8%
MJRIC
411
Mogy Joel R Investment Counsel
California
$1.1M
BSW
412
Buckingham Strategic Wealth
Missouri
$1.09M +$59.5K +512 +6%
JIC
413
Johnson Investment Counsel
Ohio
$1.09M +$50.9K +438 +5%
BC
414
Burney Company
Virginia
$1.07M +$6.16K +53 +0.6%
BTWM
415
Baker Tilly Wealth Management
Wisconsin
$1.06M +$111K +956 +11%
KWM
416
Kingsview Wealth Management
Oregon
$1.05M -$32.1K -276 -3%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$1.04M
NCM
418
New Capital Management
Texas
$1.02M
GWM
419
Geneos Wealth Management
Colorado
$1.01M -$124K -1,063 -11%
American Century Companies
420
American Century Companies
Missouri
$1M -$13.2M -113,548 -93%
RIM
421
Redpoint Investment Management
Australia
$1M
CFB
422
Cullen/Frost Bankers
Texas
$995K -$41.5K -357 -4%
CW
423
CreativeOne Wealth
Kansas
$987K -$24.1K -207 -2%
KCM
424
Kornitzer Capital Management
Kansas
$987K +$98.8K +850 +11%
CWP
425
CFM Wealth Partners
Texas
$986K -$45.7K -393 -4%

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.