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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
1,176
Holders Change
+103
Holders Change %
+9.6%
% of All Funds
18.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
185
Increased
378
Reduced
361
Closed
57
Calls
$220M
Puts
$134M
Net Calls
+$85.2M
Net Calls Change
+$46.8M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$451M
2
Millennium Management
Millennium Management
New York
+$200M
3
Two Sigma Investments
Two Sigma Investments
New York
+$144M
4
HMP
HS Management Partners
New York
+$95.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$90.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$685M
2
MAM
Magellan Asset Management
Australia
-$334M
3
SCP
Soroban Capital Partners
New York
-$227M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$211M
5
Holocene Advisors
Holocene Advisors
New York
-$60.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$202M +$6.63M +54,720 +4%
Holocene Advisors
27
Holocene Advisors
New York
$194M -$60.3M -498,065 -25%
Charles Schwab
28
Charles Schwab
California
$193M +$2.53M +20,870 +1%
UBS AM
29
UBS AM
Illinois
$193M +$4M +32,985 +2%
Renaissance Technologies
30
Renaissance Technologies
New York
$192M +$76.4M +630,723 +72%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$168M -$5.33M -44,020 -3%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$162M -$5.98M -49,413 -4%
Goldman Sachs
33
Goldman Sachs
New York
$160M -$28.7M -237,172 -16%
Two Sigma Investments
34
Two Sigma Investments
New York
$152M +$144M +1,187,068 New
Swiss National Bank
35
Swiss National Bank
Switzerland
$148M -$9.6M -79,284 -6%
UBS Group
36
UBS Group
Switzerland
$140M +$6.66M +54,981 +5%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$138M -$14.7M -121,554 -10%
SC
38
Samlyn Capital
New York
$136M -$31.5M -259,797 -20%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$133M +$39.2M +323,458 +45%
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$124M -$11.7M -96,980 -9%
Assenagon Asset Management
41
Assenagon Asset Management
Luxembourg
$112M +$42.4M +350,434 +67%
Amundi
42
Amundi
France
$112M +$36.2M +299,174 +53%
PA
43
Paralel Advisors
Colorado
$110M – – –
Alkeon Capital Management
44
Alkeon Capital Management
New York
$96.3M -$14.2M -117,024 -13%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$93.3M -$1.47M -12,124 -2%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$92.9M +$19.6M +161,750 +29%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$87.2M +$82.5M +681,200 New
HMP
48
HS Management Partners
New York
$85.5M +$95.8M +790,893 New
Barclays
49
Barclays
United Kingdom
$84M +$7.73M +63,786 +11%
JWBC
50
John W. Bristol & Co
New York
$81.5M +$413K +3,408 +0.5%
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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.