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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
MAS
526
Meeder Advisory Services
Ohio
$854K +$1.16K +9 +0.1%
GCMG
527
Gyroscope Capital Management Group
Florida
$852K +$178K +1,380 +27%
CBA
528
Coastal Bridge Advisors
Connecticut
$850K -$73.6K -572 -8%
KCM
529
Kornitzer Capital Management
Kansas
$846K -$292K -2,270 -26%
CIS
530
Connors Investor Services
Pennsylvania
$845K
LIM
531
Leavell Investment Management
Alabama
$843K -$515K -4,000 -39%
MM
532
MQS Management
New York
$838K +$816K +6,344 New
MFG
533
Merit Financial Group
Georgia
$837K -$7.72K -60 -0.9%
ATC
534
Argent Trust Co
Tennessee
$813K -$38.6K -300 -5%
BHBT
535
Burke & Herbert Bank & Trust
Virginia
$811K -$7.33K -57 -0.9%
LA
536
LBP AM
France
$806K -$54.8K -426 -7%
OTPPB
537
Ontario Teachers' Pension Plan Board
Ontario, Canada
$805K
SSWM
538
Smith Salley Wealth Management
North Carolina
$803K -$21.4K -166 -3%
P
539
Pitcairn
Pennsylvania
$803K +$21.6K +168 +3%
AssetMark Inc
540
AssetMark Inc
California
$802K +$233K +1,812 +43%
QT
541
Quantbot Technologies
New York
$801K -$2.28M -17,690 -74%
PFA
542
Pathway Financial Advisors
Vermont
$792K
FTC
543
Farmers Trust Company
Ohio
$791K
FFA
544
First Foundation Advisors
California
$788K +$59.1K +459 +8%
SWM
545
Spire Wealth Management
Virginia
$785K +$248K +1,931 +48%
WS
546
Wedbush Securities
California
$779K -$47.5K -369 -6%
FCI
547
Financial Counselors Inc
Kansas
$776K +$11.1K +86 +1%
Carson Wealth (CWM LLC)
548
Carson Wealth (CWM LLC)
Nebraska
$767K +$61.8K +480 +9%
WT
549
Whittier Trust
California
$763K +$98.1K +762 +15%
Wolverine Trading
550
Wolverine Trading
Illinois
$761K +$223K +1,732 +42%

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.