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Yum! Brands
YUM

Overview Fund Activity

1,222 hedge funds and large institutions have $32.6B invested in Yum! Brands in 2024 Q3 according to their latest regulatory filings, with 104 funds opening new positions, 380 increasing their positions, 450 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
+23
Holders Change %
+1.92%
% of All Funds
17.67%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
104
Increased
380
Reduced
450
Closed
67
Calls
$599M
Puts
$367M
Net Calls
+$231M
Net Calls Change
+$9.25M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$847M
2
Capital International Investors
Capital International Investors
California
+$153M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$137M
4
BlackRock
BlackRock
New York
+$125M
5
SGA
Sustainable Growth Advisers
Connecticut
+$110M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.17B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$273M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$172M
4
SWM
Scissortail Wealth Management
Oklahoma
-$114M
5
Victory Capital Management
Victory Capital Management
Texas
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
526
Confluence Wealth Services
Pennsylvania
$752K -$7.96K -57 -1%
CSPIA
527
Cary Street Partners Investment Advisory
Virginia
$749K -$508K -3,636 -40%
RGF
528
Retirement Guys Formula
Ohio
$746K +$74.5K +533 +11%
LAM
529
Lountzis Asset Management
Pennsylvania
$745K – – –
COCM
530
Charter Oak Capital Management
New Hampshire
$745K -$19.3K -138 -3%
CWM
531
Circle Wealth Management
New Jersey
$745K -$103K -739 -12%
BAMF
532
BI Asset Management Fondsmaeglerselskab
Denmark
$743K -$10.6M -75,705 -93%
KWA
533
Kingswood Wealth Advisors
California
$734K +$326K +2,334 +80%
KPWS
534
Kestra Private Wealth Services
Texas
$731K -$1.02M -7,273 -58%
LWAM
535
Legacy Wealth Asset Management
Minnesota
$729K +$2.65K +19 +0.4%
FTWA
536
Fifth Third Wealth Advisors
Ohio
$728K +$25.6K +183 +4%
BFA
537
Bragg Financial Advisors
North Carolina
$728K -$1.68K -12 -0.2%
WANY
538
Wealthspire Advisors (New York)
New York
$727K +$50.9K +364 +8%
CT
539
ClearAlpha Technologies
Connecticut
$724K -$74.5K -533 -9%
WG
540
Welch Group
Alabama
$718K +$25.4K +182 +4%
BHWM
541
Bar Harbor Wealth Management
New Hampshire
$715K – – –
BFS
542
Bard Financial Services
Connecticut
$713K +$713K +5,105 New
OIA
543
Optimum Investment Advisors
Illinois
$706K – – –
WT
544
Washington Trust
Rhode Island
$705K +$5.73K +41 +0.8%
HCM
545
Hutner Capital Management
Vermont
$703K +$4.19K +30 +0.6%
MA
546
Montag & Associates
Georgia
$697K – – –
AWM
547
Axxcess Wealth Management
California
$696K +$3.63K +26 +0.5%
JIC
548
Joel Isaacson & Co
New York
$688K +$14K +100 +2%
GPA
549
Garrison Point Advisors
California
$685K – – –
SAM
550
Shell Asset Management
Netherlands
$682K +$682K +4,884 New
20 21
22
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