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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
KI
551
Kula Investments
Illinois
$744K +$725K +5,632 New
LAM
552
Lountzis Asset Management
Pennsylvania
$742K
UB
553
UMB Bank
Missouri
$741K -$515 -4 -0.1%
PL
554
Parthenon LLC
Kentucky
$740K
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$727K -$103K -803 -13%
CCG
556
Cypress Capital Group
Florida
$726K +$2.44K +19 +0.3%
BAM
557
Bosun Asset Management
Illinois
$713K +$476K +3,700 +218%
Verition Fund Management
558
Verition Fund Management
Connecticut
$712K -$790K -6,143 -53%
JHCP
559
Jackson Hole Capital Partners
Oklahoma
$710K +$34.7K +270 +5%
ADL
560
Asset Dedication LLC
California
$708K -$49.2K -382 -7%
CWM
561
Circle Wealth Management
New Jersey
$698K +$515 +4 +0.1%
SFS
562
Sowell Financial Services
Arkansas
$693K +$676K +5,250 New
COCM
563
Charter Oak Capital Management
New Hampshire
$692K -$10K -78 -1%
BFA
564
Bragg Financial Advisors
North Carolina
$690K
CWS
565
Confluence Wealth Services
Pennsylvania
$689K +$643 +5 +0.1%
BHWM
566
Bar Harbor Wealth Management
New Hampshire
$687K
WCM
567
WealthBridge Capital Management
Ohio
$675K
RZH
568
Relyea Zuckerberg Hanson
Connecticut
$675K -$1.54K -12 -0.2%
GPA
569
Garrison Point Advisors
California
$672K +$14.2K +110 +2%
AIM
570
Alhambra Investment Management
Florida
$670K
MA
571
Montag & Associates
Georgia
$670K
WT
572
Washington Trust
Rhode Island
$669K
OIA
573
Optimum Investment Advisors
Illinois
$668K
WB
574
WesBanco Bank
West Virginia
$667K
DZ Bank
575
DZ Bank
Germany
$660K

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.