Yum! Brands
YUM
1,176 hedge funds and large institutions have $28.3B invested in Yum! Brands in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 57 closing their positions.
225% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 57
63% more call options, than puts
Call options by funds: $220M | Put options by funds: $134M
20% more capital invested
Capital invested by funds: $23.5B → $28.3B (+$4.78B)
10% more funds holding
Funds holding: 1,073 → 1,176 (+103)
5% more repeat investments, than reductions
Existing positions increased: 378 | Existing positions reduced: 361
0.22% more ownership
Funds ownership: 77.78% → 77.99% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$451M |
| 2 |
Millennium Management
New York
|
+$200M |
| 3 |
Two Sigma Investments
New York
|
+$144M |
| 4 |
HMP
HS Management Partners
New York
|
+$95.8M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$90.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$685M |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$334M |
| 3 |
SCP
Soroban Capital Partners
New York
|
-$227M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$211M |
| 5 |
Holocene Advisors
New York
|
-$60.3M |
YUM Hedge Fund Activity: Q4 2022 in Review
1,176 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2022, worth a combined $28.3B — up 20% from $23.5B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new YUM positions and 57 closed out — a net gain of 128 holders — while 378 added to existing stakes and 361 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $451M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $685M.
- 1,176 institutional investors held Yum! Brands (YUM) as of Q4 2022, up from 1,073 in Q3 2022.
- Funds reported $28.3B of Yum! Brands stock for Q4 2022, up 20% quarter-over-quarter.
- 185 funds opened new Yum! Brands positions in Q4 2022 and 57 closed out, a net change of +128 holders.
- The largest Yum! Brands buyer in Q4 2022 was JP Morgan Chase, an estimated $451M added.
- The largest Yum! Brands seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $685M sold.
Based on aggregated 13F filings for Q4 2022.