We are live on ! Find out more
YUM icon

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
CC
401
Chicago Capital
Illinois
$1.6M
SC
402
Sepio Capital
Utah
$1.6M -$210K -1,629 -12%
SFA
403
Sequoia Financial Advisors
Ohio
$1.59M +$154K +1,198 +11%
IAIM
404
Industrial Alliance Investment Management
Quebec, Canada
$1.58M +$1.54M +11,967 New
RIM
405
Redwood Investment Management
Arizona
$1.57M +$1.53M +11,872 New
AAM
406
Auxier Asset Management
Oregon
$1.54M -$6.43K -50 -0.4%
PTC
407
Private Trust Company
Ohio
$1.54M +$564K +4,383 +60%
PS
408
Pensionfund Sabic
Netherlands
$1.53M -$154K -1,200 -9%
SI
409
Stephens Inc
Arkansas
$1.52M +$257 +2 +0%
MFS
410
Mirabella Financial Services
United Kingdom
$1.52M +$1.48M +11,493 New
SAM
411
Shell Asset Management
Netherlands
$1.52M -$6.69K -52 -0.5%
SRC
412
Shufro Rose & Co
New York
$1.51M
V
413
Veritable
Delaware
$1.51M +$20.8K +162 +1%
WI
414
WBI Investments
New Jersey
$1.5M +$1.46M +11,366 New
TWC
415
TD Waterhouse Canada
Ontario, Canada
$1.49M -$2.19K -17 -0.2%
EIM
416
Ervin Investment Management
Washington
$1.49M -$12.9K -100 -0.9%
ANBT
417
American National Bank & Trust
Texas
$1.47M -$280K -2,176 -16%
FIM
418
Fernwood Investment Management
Massachusetts
$1.47M
CANY
419
Caxton Associates (New York)
New York
$1.46M +$355K +2,761 +33%
PP
420
Prudential plc
United Kingdom
$1.45M +$26K +202 +2%
GAM
421
Griffin Asset Management
New York
$1.45M +$8.36K +65 +0.6%
RJT
422
Raymond James Trust
Florida
$1.44M +$10.8K +84 +0.8%
BFS
423
Bradley Foster & Sargent
Connecticut
$1.43M
SCM
424
SOL Capital Management
Maryland
$1.43M
MNBTD
425
Moody National Bank Trust Division
Texas
$1.41M

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.