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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
RCAG
501
Rehmann Capital Advisory Group
Michigan
$966K -$17.5K -136 -2%
PFPT
502
Pinnacle Financial Partners (Tennessee)
Tennessee
$958K +$51.9K +403 +6%
ICP
503
Interchange Capital Partners
Pennsylvania
$955K +$930K +7,230 New
AP
504
Appleton Partners
Massachusetts
$950K -$257 -2 -0%
TRCT
505
Tower Research Capital (TRC)
New York
$944K -$822K -6,389 -47%
MWM
506
Meridian Wealth Management
Kentucky
$937K +$27.3K +212 +3%
Impax Asset Management Group
507
Impax Asset Management Group
United Kingdom
$931K +$11.7K +91 +1%
Balyasny Asset Management
508
Balyasny Asset Management
Illinois
$923K -$1.37M -10,681 -60%
Fayez Sarofim & Co
509
Fayez Sarofim & Co
Texas
$922K
BFO
510
Biltmore Family Office
North Carolina
$919K +$351K +2,726 +64%
MLL
511
Moody Lynn & Lieberson
Massachusetts
$912K -$1.93K -15 -0.2%
AWM
512
Axxcess Wealth Management
California
$912K -$51.6K -401 -5%
FSC
513
Full Sail Capital
Oklahoma
$912K +$515 +4 +0.1%
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
$908K +$129 +1 +0%
AWM
515
Apollon Wealth Management
South Carolina
$896K +$7.21K +56 +0.8%
BL
516
Balentine LLC
Georgia
$886K -$45.2K -351 -5%
GWCM
517
Godshalk Welsh Capital Management
Pennsylvania
$874K
RPC
518
Rossmore Private Capital
Connecticut
$874K
SWP
519
Stratos Wealth Partners
Ohio
$873K +$16.9K +131 +2%
CSI
520
Cross Staff Investments
New York
$866K
ACP
521
Arcus Capital Partners
Georgia
$866K -$64.2K -499 -7%
MCCP
522
Mission Creek Capital Partners
California
$860K -$42.5K -330 -5%
OPW
523
Oxler Private Wealth
New York
$859K +$3.73K +29 +0.4%
UH
524
Unigestion Holding
Switzerland
$858K -$297K -2,309 -26%
CIA
525
Capital Investment Advisors
Georgia
$855K -$23K -179 -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.