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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
BCV
451
Banque Cantonale Vaudoise
Switzerland
$1.25M
Nomura Holdings
452
Nomura Holdings
Japan
$1.25M +$1.21M +9,439 New
OAM
453
Oppenheimer Asset Management
New York
$1.25M -$5.79K -45 -0.5%
SC
454
Savant Capital
Illinois
$1.24M +$27.5K +214 +2%
Cetera Investment Advisers
455
Cetera Investment Advisers
Illinois
$1.24M +$64.2K +499 +6%
JIC
456
Johnson Investment Counsel
Ohio
$1.22M +$14K +109 +1%
FMII
457
Farmers & Merchants Investments Inc
Nebraska
$1.22M +$6.3K +49 +0.5%
BBVA
458
Banco Bilbao Vizcaya Argentaria
Spain
$1.22M +$233K +1,813 +24%
GCM
459
Gladius Capital Management
Illinois
$1.22M -$18.3K -142 -2%
TC
460
TownSquare Capital
Utah
$1.22M +$156K +1,210 +15%
CC
461
Cipher Capital
New York
$1.2M -$1.9M -14,794 -62%
TF
462
TIAA FSB
Florida
$1.17M -$109K -849 -9%
GT
463
Greenleaf Trust
Michigan
$1.17M +$30.1K +234 +3%
CW
464
CreativeOne Wealth
Kansas
$1.16M +$5.15K +40 +0.5%
CA
465
Cetera Advisors
Colorado
$1.16M -$12.2K -95 -1%
BIM
466
Baldwin Investment Management
Pennsylvania
$1.16M
HWAM
467
Hennion & Walsh Asset Management
New Jersey
$1.16M -$23.4K -182 -2%
NMIMC
468
Northwestern Mutual Investment Management Company
Wisconsin
$1.16M -$3.6K -28 -0.3%
IAA
469
Independent Advisor Alliance
North Carolina
$1.16M +$1.13M +8,771 New
BAM
470
Brave Asset Management
New Jersey
$1.15M
NCM
471
New Capital Management
Texas
$1.14M
CWP
472
CFM Wealth Partners
Texas
$1.14M -$6.05K -47 -0.5%
FT
473
Fiduciary Trust
Massachusetts
$1.14M
VFA
474
Valeo Financial Advisors
Indiana
$1.13M +$225K +1,752 +26%
CFB
475
Cullen/Frost Bankers
Texas
$1.12M -$22.1K -172 -2%

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.