We are live on ! Find out more
YUM icon

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
P
501
Pitcairn
Pennsylvania
$699K +$52K +447 +8%
HAG
502
HighPoint Advisor Group
Illinois
$697K +$693K +5,963 New
FWM
503
Frontier Wealth Management
Missouri
$694K +$233 +2 +0%
BAM
504
Brave Asset Management
New Jersey
$688K
PFA
505
Pathway Financial Advisors
Vermont
$681K
LOAMU
506
Lombard Odier Asset Management (USA)
New York
$681K +$698K +6,002 New
AWM
507
Altium Wealth Management
New York
$674K -$8.37K -72 -1%
Koshinski Asset Management
508
Koshinski Asset Management
Illinois
$673K +$21.9K +188 +3%
JHCP
509
Jackson Hole Capital Partners
Oklahoma
$668K -$5.58K -48 -0.8%
UB
510
UMB Bank
Missouri
$666K -$104K -898 -13%
AWM
511
Apollon Wealth Management
South Carolina
$656K -$20.2K -174 -3%
YWP
512
YorkBridge Wealth Partners
New York
$656K -$12.8K -110 -2%
BRWA
513
B. Riley Wealth Advisors
Florida
$654K +$9.3K +80 +1%
LP
514
Lloyd Park
Illinois
$652K
CWS
515
Confluence Wealth Services
Pennsylvania
$651K +$3.02K +26 +0.5%
RCM
516
RB Capital Management
Nevada
$649K +$95.8K +824 +17%
VVP
517
Venture Visionary Partners
Ohio
$646K +$233 +2 +0%
SB
518
Simmons Bank
Arkansas
$644K
EI
519
Ethic Inc
New York
$641K +$60.5K +520 +10%
LAM
520
Lountzis Asset Management
Pennsylvania
$637K
PL
521
Parthenon LLC
Kentucky
$636K
BFA
522
Bragg Financial Advisors
North Carolina
$634K -$5.81K -50 -0.9%
TC
523
TownSquare Capital
Utah
$632K +$269K +2,317 +71%
WB
524
WesBanco Bank
West Virginia
$619K -$28.4K -244 -4%
WT
525
Washington Trust
Rhode Island
$617K +$9.3K +80 +1%

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.