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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
RC
426
RegentAtlantic Capital
New Jersey
$980K -$17.4K -150 -2%
BMSSC
427
B. Metzler seel. Sohn & Co
Germany
$970K -$46.9K -403 -5%
OC
428
Oppenheimer & Co
New York
$968K -$24.2K -208 -2%
SWM
429
Spire Wealth Management
Virginia
$967K -$29.5K -254 -3%
CFG
430
Citizens Financial Group
Rhode Island
$962K +$207K +1,777 +27%
CIA
431
Choate Investment Advisors
Massachusetts
$958K -$1.4K -12 -0.1%
FT
432
Fiduciary Trust
Massachusetts
$958K +$6.97K +60 +0.7%
IC
433
IEQ Capital
California
$956K +$132K +1,138 +16%
FA
434
FDx Advisors
Illinois
$942K +$19.3K +166 +2%
WS
435
Wedbush Securities
California
$940K -$11.2K -96 -1%
ZCA
436
Zeke Capital Advisors
Pennsylvania
$937K +$20.1K +173 +2%
GT
437
Greenleaf Trust
Michigan
$925K +$10K +86 +1%
CA
438
Claro Advisors
Massachusetts
$924K +$22K +189 +2%
OPS
439
Orion Portfolio Solutions
Nebraska
$924K +$110K +945 +13%
WSCM
440
Wellington Shields Capital Management
New York
$923K -$182K -1,563 -16%
SC
441
Savant Capital
Illinois
$909K +$105K +906 +13%
KCPG
442
Kavar Capital Partners Group
Kansas
$907K -$11.6K -100 -1%
FHB
443
First Hawaiian Bank
Hawaii
$905K -$66.5K -572 -7%
LWAM
444
Legacy Wealth Asset Management
Minnesota
$897K +$6.63K +57 +0.7%
UH
445
Unigestion Holding
Switzerland
$896K +$918K +7,893 New
PAS
446
Park Avenue Securities
New York
$893K +$119K +1,020 +15%
Verition Fund Management
447
Verition Fund Management
Connecticut
$887K -$450K -3,869 -33%
CIA
448
Capital Investment Advisors
Georgia
$887K +$21.4K +184 +2%
PFPT
449
Pinnacle Financial Partners (Tennessee)
Tennessee
$882K +$51.5K +443 +6%
CT
450
Cambridge Trust
Massachusetts
$877K -$10.9K -94 -1%

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.