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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
CCA
426
Cobblestone Capital Advisors
New York
$1.41M +$3.35K +26 +0.2%
Acadian Asset Management
427
Acadian Asset Management
Massachusetts
$1.38M -$995K -7,733 -42%
EWM
428
Evercore Wealth Management
New York
$1.38M
QCM
429
Qsemble Capital Management
New York
$1.37M -$283K -2,200 -17%
CA
430
Clearstead Advisors
Ohio
$1.37M +$313K +2,436 +31%
MHC
431
Meyer Handelman Company
New York
$1.36M -$113K -880 -8%
NSAM
432
North Star Asset Management
Wisconsin
$1.34M -$201K -1,560 -13%
KWM
433
Kingsview Wealth Management
Oregon
$1.34M +$60.6K +471 +5%
KLI
434
Kelman-Lazarov Inc
Tennessee
$1.33M
CNBT
435
Canandaigua National Bank & Trust
New York
$1.33M +$1.29M +10,039 New
SSA
436
Schonfeld Strategic Advisors
New York
$1.32M -$964K -7,495 -43%
MC
437
Moors & Cabot
Massachusetts
$1.32M +$30.8K +239 +2%
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.32M -$30.1K -234 -2%
FNBTCON
439
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M -$14.8K -115 -1%
MSCM
440
McElhenny Sheffield Capital Management
Texas
$1.31M +$792K +6,158 +163%
TCA
441
Transcend Capital Advisors
New Jersey
$1.3M -$53K -412 -4%
LJAC
442
L.J. Altfest & Co
New York
$1.3M +$1.26M +9,822 New
PJSIMP
443
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.29M -$45K -350 -4%
EWM
444
Evermay Wealth Management
Virginia
$1.29M -$1.03K -8 -0.1%
FTDI
445
First Trust Direct Indexing
Massachusetts
$1.29M -$42.1K -327 -3%
MJRIC
446
Mogy Joel R Investment Counsel
California
$1.28M -$1.29K -10 -0.1%
AWP
447
Ascent Wealth Partners
New York
$1.27M +$14.8K +115 +1%
BSW
448
Buckingham Strategic Wealth
Missouri
$1.26M
LWAM
449
Legacy Wealth Asset Management
Minnesota
$1.25M -$10.2K -79 -0.8%
BMSSC
450
B. Metzler seel. Sohn & Co
Germany
$1.25M

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.