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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
Cetera Investment Advisers
451
Cetera Investment Advisers
Illinois
$876K +$169K +1,453 +23%
HCWM
452
Harrison & Co Wealth Management
Virginia
$874K +$29.9K +257 +3%
DGAM
453
Desjardins Global Asset Management
Quebec, Canada
$864K +$781K +6,714 +743%
CA
454
Clearstead Advisors
Ohio
$860K +$7.56K +65 +0.9%
LNWWM
455
Laird Norton Wetherby Wealth Management
California
$858K +$81.7K +703 +10%
QC
456
Quadrature Capital
United Kingdom
$858K +$379K +3,263 +76%
VHAM
457
Van Hulzen Asset Management
California
$851K
SWP
458
Stratos Wealth Partners
Ohio
$850K -$5.23K -45 -0.6%
SWM
459
Shakespeare Wealth Management
Wisconsin
$849K -$814 -7 -0.1%
DMBA
460
Deseret Mutual Benefit Administrators
Utah
$846K +$52.7K +453 +6%
H
461
HoyleCohen
California
$845K +$116 +1 +0%
PTC
462
Private Trust Company
Ohio
$839K -$329K -2,826 -28%
Fayez Sarofim & Co
463
Fayez Sarofim & Co
Texas
$826K -$57.9K -498 -6%
FL
464
Fort LP
Maryland
$825K -$490K -4,211 -37%
RCAG
465
Rehmann Capital Advisory Group
Michigan
$825K -$15.3K -132 -2%
SPIA
466
Steward Partners Investment Advisory
New York
$823K -$18K -155 -2%
BWM
467
BerganKDV Wealth Management
Minnesota
$820K
FCI
468
Financial Counselors Inc
Kansas
$807K -$2.67K -23 -0.3%
KFP
469
KMG Fiduciary Partners
Ohio
$805K +$8.6K +74 +1%
Acadian Asset Management
470
Acadian Asset Management
Massachusetts
$803K -$12.6M -108,049 -94%
CBA
471
Coastal Bridge Advisors
Connecticut
$800K +$698 +6 +0.1%
ACP
472
Arcus Capital Partners
Georgia
$800K +$5.93K +51 +0.7%
LCM
473
LCM Capital Management
Illinois
$797K -$4.77K -41 -0.6%
CA
474
Cetera Advisors
Colorado
$796K +$31K +267 +4%
FMWA
475
Forvis Mazars Wealth Advisors
Missouri
$792K +$27.7K +238 +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.