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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
CFG
476
Citizens Financial Group
Rhode Island
$1.12M +$79.4K +617 +8%
FHB
477
First Hawaiian Bank
Hawaii
$1.11M +$89.3K +694 +9%
RCM
478
RB Capital Management
Nevada
$1.11M +$111K +859 +11%
CIA
479
Choate Investment Advisors
Massachusetts
$1.1M
CA
480
Claro Advisors
Massachusetts
$1.1M +$2.83K +22 +0.3%
IC
481
IEQ Capital
California
$1.1M +$118K +914 +12%
MC
482
Maverick Capital
Texas
$1.1M +$1.07M +8,293 New
OC
483
Oppenheimer & Co
New York
$1.09M -$10K -78 -0.9%
VLC
484
Van Leeuwen & Company
New Jersey
$1.08M +$15.4K +120 +1%
WSCM
485
Wellington Shields Capital Management
New York
$1.06M -$154K -1,200 -13%
DTL
486
Dynamic Technology Lab
Singapore
$1.06M +$1.03M +8,008 New
NP
487
Nilsine Partners
Colorado
$1.05M +$1.02M +7,947 New
HF
488
HRT Financial
New York
$1.04M -$22M -171,321 -96%
KFP
489
KMG Fiduciary Partners
Ohio
$1.04M
DGAM
490
Desjardins Global Asset Management
Quebec, Canada
$1.03M -$14.5K -113 -1%
BC
491
Burney Company
Virginia
$1.03M -$24.7K -192 -2%
HWM
492
HB Wealth Management
Georgia
$1.02M +$131K +1,018 +15%
LNWWM
493
Laird Norton Wetherby Wealth Management
California
$1.02M +$28.8K +224 +3%
CT
494
Cambridge Trust
Massachusetts
$1.01M -$5.15K -40 -0.5%
VHAM
495
Van Hulzen Asset Management
California
$991K
S
496
SignatureFD
Georgia
$988K +$162K +1,256 +20%
SWM
497
Shakespeare Wealth Management
Wisconsin
$985K
H
498
HoyleCohen
California
$983K +$129 +1 +0%
LCM
499
LCM Capital Management
Illinois
$979K +$41.4K +322 +5%
TAF
500
Tredje AP-fonden
Sweden
$966K

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.