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Yum! Brands
YUM

Overview Fund Activity

1,204 hedge funds and large institutions have $30.6B invested in Yum! Brands in 2023 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 380 increasing their positions, 394 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+84
Holders Change %
+7.5%
% of All Funds
17.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
175
Increased
380
Reduced
394
Closed
72
Calls
$297M
Puts
$225M
Net Calls
+$72.1M
Net Calls Change
+$26.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$869M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.78B
3
Capital World Investors
Capital World Investors
California
$1.91B
4
AllianceBernstein
AllianceBernstein
Tennessee
$128M
5
EIP
Epoch Investment Partners
New York
$164M

Top Sellers

1
DCP
D1 Capital Partners
New York
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$125M
3
MAM
Magellan Asset Management
Australia
$345M
4
LFDLE
La Financiere de L'Echiquier
France
$14M
5
Victory Capital Management
Victory Capital Management
Texas
$472M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
526
Key Financial Inc
Pennsylvania
$805K +$334K +2,560 +71%
PCM
527
Parsons Capital Management
Rhode Island
$802K -$28K -214 -3%
SSWM
528
Smith Salley Wealth Management
North Carolina
$800K +$3.14K +24 +0.4%
Impax Asset Management Group
529
Impax Asset Management Group
United Kingdom
$799K +$12.2K +93 +2%
OTPPB
530
Ontario Teachers' Pension Plan Board
Ontario, Canada
$797K – – –
PFP
531
Pinnacle Financial Partners
Tennessee
$792K +$12.4K +95 +2%
LIM
532
Leavell Investment Management
Alabama
$789K – – –
PFA
533
Pathway Financial Advisors
Vermont
$784K – – –
RPC
534
Rossmore Private Capital
Connecticut
$782K – – –
JHCP
535
Jackson Hole Capital Partners
Oklahoma
$769K +$769K +5,887 New
Envestnet Portfolio Solutions
536
Envestnet Portfolio Solutions
Illinois
$765K +$181K +1,388 +31%
CIA
537
Concurrent Investment Advisors
Florida
$761K +$761K +5,824 New
GL
538
Graypoint LLC
New York
$761K -$58.3K -446 -7%
WS
539
Wedbush Securities
California
$755K -$5.49K -42 -0.7%
CWM
540
Circle Wealth Management
New Jersey
$755K +$63.5K +486 +9%
PFS
541
Prospera Financial Services
Texas
$750K +$147K +1,125 +24%
CSPIA
542
Cary Street Partners Investment Advisory
Virginia
$745K -$427K -3,267 -36%
ADL
543
Asset Dedication LLC
California
$741K +$47.2K +362 +7%
PL
544
Parthenon LLC
Kentucky
$732K – – –
RZH
545
Relyea Zuckerberg Hanson
Connecticut
$731K +$48.1K +368 +7%
WT
546
Whittier Trust
California
$730K -$43.6K -334 -6%
HI
547
Horizon Investments
North Carolina
$726K +$232K +1,778 +47%
KCPG
548
Kavar Capital Partners Group
Kansas
$715K +$477K +3,650 +200%
UB
549
UMB Bank
Missouri
$714K -$2.09K -16 -0.3%
WANY
550
Wealthspire Advisors (New York)
New York
$712K +$35K +268 +5%
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