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Yum! Brands
YUM

Overview Fund Activity

1,120 hedge funds and large institutions have $28.2B invested in Yum! Brands in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 361 increasing their positions, 395 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,120
Holders Change
-43
Holders Change %
-3.7%
% of All Funds
17.86%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.16%
New
79
Increased
361
Reduced
395
Closed
107
Calls
$221M
Puts
$176M
Net Calls
+$45.5M
Net Calls Change
-$39.9M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$281M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$251M
3
DCP
D1 Capital Partners
New York
+$112M
4
Capital World Investors
Capital World Investors
California
+$107M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$92.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$345M
2
BlackRock
BlackRock
New York
-$156M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$136M
4
Man Group
Man Group
United Kingdom
-$94M
5
SC
Samlyn Capital
New York
-$91.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LAM
526
Lountzis Asset Management
Pennsylvania
$667K – – –
CWS
527
Confluence Wealth Services
Pennsylvania
$666K +$13.5K +108 +2%
CWM
528
Circle Wealth Management
New Jersey
$661K +$500 +4 +0.1%
ADL
529
Asset Dedication LLC
California
$661K +$19.7K +159 +3%
FDCDDQ
530
Federation des caisses Desjardins du Quebec
Quebec, Canada
$658K -$29.5K -236 -4%
COCM
531
Charter Oak Capital Management
New Hampshire
$654K – – –
RZH
532
Relyea Zuckerberg Hanson
Connecticut
$653K -$25.2K -202 -4%
BFA
533
Bragg Financial Advisors
North Carolina
$652K – – –
WANY
534
Wealthspire Advisors (New York)
New York
$647K +$647K +5,182 New
BHWM
535
Bar Harbor Wealth Management
New Hampshire
$646K – – –
VA
536
Vident Advisory
Georgia
$642K +$642K +5,141 New
NICM
537
Neo Ivy Capital Management
New York
$641K +$641K +5,128 New
MA
538
Montag & Associates
Georgia
$641K -$9.37K -75 -1%
CL
539
Choreo LLC
Illinois
$639K +$46.2K +370 +8%
GPA
540
Garrison Point Advisors
California
$636K – – –
HCM
541
Hutner Capital Management
Vermont
$634K +$12.7K +102 +2%
AIM
542
Alhambra Investment Management
Florida
$634K – – –
WT
543
Washington Trust
Rhode Island
$633K – – –
OIA
544
Optimum Investment Advisors
Illinois
$632K – – –
DZ Bank
545
DZ Bank
Germany
$625K +$125 +1 +0%
ACM
546
Absolute Capital Management
Pennsylvania
$625K +$312K +2,500 +100%
WG
547
Welch Group
Alabama
$621K – – –
IF
548
Ironwood Financial
Arizona
$619K -$5K -40 -0.8%
PCIA
549
Prime Capital Investment Advisors
Kansas
$613K +$3.25K +26 +0.5%
PA
550
Pinnacle Associates
New York
$613K -$6K -48 -1%
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