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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
Goldman Sachs
26
Goldman Sachs
New York
$199M +$33.9M +263,430 +21%
Charles Schwab
27
Charles Schwab
California
$199M +$295K +2,294 +0.2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$190M -$59.6M -463,488 -24%
Holocene Advisors
29
Holocene Advisors
New York
$183M -$16.5M -127,937 -8%
SC
30
Samlyn Capital
New York
$183M +$42M +326,226 +31%
Newport Trust Company
31
Newport Trust Company
District of Columbia
$170M -$2.73M -21,241 -2%
UBS AM
32
UBS AM
Illinois
$161M -$36.5M -283,412 -19%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$159M -$7.41M -57,554 -5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$148M -$4.95M -38,500 -3%
Amundi
35
Amundi
France
$134M +$19.4M +151,000 +18%
UBS Group
36
UBS Group
Switzerland
$134M -$10.4M -80,554 -7%
HMP
37
HS Management Partners
New York
$125M +$19.9M +154,815 +20%
PA
38
Paralel Advisors
Colorado
$113M
TD Asset Management
39
TD Asset Management
Ontario, Canada
$108M +$11.5M +89,662 +12%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$107M +$2.22M +17,219 +2%
Man Group
41
Man Group
United Kingdom
$101M -$37.9M -294,570 Closed
Alyeska Investment Group
42
Alyeska Investment Group
Illinois
$95.9M +$38.5M +299,231 +70%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$95.6M -$584K -4,536 -0.6%
Millennium Management
44
Millennium Management
New York
$94.5M -$262M -2,032,462 -74%
Deutsche Bank
45
Deutsche Bank
Germany
$87.5M +$10.8M +83,747 +14%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$87.4M -$39.1M -303,883 -31%
First Trust Advisors
47
First Trust Advisors
Illinois
$87.2M +$5.29M +41,097 +7%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$86.5M +$11.3M +87,698 +15%
Alkeon Capital Management
49
Alkeon Capital Management
New York
$85.6M -$13.3M -103,585 -14%
JWBC
50
John W. Bristol & Co
New York
$84.3M +$265K +2,060 +0.3%

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.