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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
CHC
526
City Holding Co
West Virginia
$612K -$87.8K -755 -12%
TFP
527
Tilia Fiduciary Partners
North Carolina
$605K +$233 +2 +0%
COCM
528
Charter Oak Capital Management
New Hampshire
$603K
OIA
529
Optimum Investment Advisors
Illinois
$602K
CWM
530
Circle Wealth Management
New Jersey
$599K -$551K -4,741 -47%
CAM
531
Cresset Asset Management
Illinois
$595K +$173K +1,484 +39%
LMKC
532
L.M. Kohn & Company
Ohio
$593K +$116 +1 +0%
GCMG
533
Gyroscope Capital Management Group
Florida
$593K +$607K +5,223 New
MGP
534
Metis Global Partners
California
$592K +$67.2K +578 +12%
BHWM
535
Bar Harbor Wealth Management
New Hampshire
$592K +$234K +2,016 +63%
WCM
536
WealthBridge Capital Management
Ohio
$580K
GPA
537
Garrison Point Advisors
California
$577K
AIM
538
Alhambra Investment Management
Florida
$576K
RZH
539
Relyea Zuckerberg Hanson
Connecticut
$575K -$49.2K -423 -8%
LBC
540
Lowe Brockenbrough & Co
Virginia
$569K -$6.97K -60 -1%
DZ Bank
541
DZ Bank
Germany
$568K
IF
542
Ironwood Financial
Arizona
$567K
WG
543
Welch Group
Alabama
$564K +$116 +1 +0%
HI
544
Horizon Investments
North Carolina
$563K -$227K -1,956 -28%
MFG
545
Merit Financial Group
Georgia
$563K +$172K +1,482 +43%
HCM
546
Hutner Capital Management
Vermont
$561K -$113K -970 -16%
EGM
547
Engineers Gate Manager
New York
$559K -$438K -3,771 -43%
YIH
548
Y-Intercept (HK)
Hong Kong
$559K -$166K -1,428 -22%
MYIA
549
Mount Yale Investment Advisors
Colorado
$559K +$573K +4,928 New
SC
550
SouthState Corp
Florida
$555K -$76.6K -659 -12%

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.