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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
IF
576
Ironwood Financial
Arizona
$660K
HCM
577
Hutner Capital Management
Vermont
$659K +$6.43K +50 +1%
WG
578
Welch Group
Alabama
$657K
TMAM
579
Tokio Marine Asset Management
Japan
$653K +$116K +904 +22%
FA
580
FDx Advisors
Illinois
$650K
SB
581
Simmons Bank
Arkansas
$650K -$46.3K -360 -7%
CPC
582
Congress Park Capital
New York
$645K
ACIM
583
Azimuth Capital Investment Management
Michigan
$642K
DEA
584
DoubleLine ETF Adviser
Florida
$642K +$36.8K +286 +6%
ES
585
ETF Store
Kansas
$641K +$772 +6 +0.1%
Koshinski Asset Management
586
Koshinski Asset Management
Illinois
$639K -$2.7K -21 -0.4%
CAM
587
Cresset Asset Management
Illinois
$636K -$43.4K -337 -7%
TAM
588
Taurus Asset Management
New York
$635K
PA
589
Profund Advisors
Maryland
$634K +$73.6K +572 +14%
LBC
590
Lowe Brockenbrough & Co
Virginia
$628K -$7.72K -60 -1%
BFM
591
Boothbay Fund Management
New York
$624K +$608K +4,728 New
SBIA
592
Sheaff Brock Investment Advisors
Indiana
$623K +$901 +7 +0.1%
HWM
593
Hohimer Wealth Management
Washington
$618K
SJIM
594
St. Johns Investment Management
Florida
$611K -$14.3K -111 -2%
Lido Advisors
595
Lido Advisors
California
$610K +$37.3K +290 +7%
MRCM
596
M&R Capital Management
New Jersey
$608K
MOS
597
MGO One Seven
Ohio
$601K +$61.2K +476 +12%
SWM
598
SeaCrest Wealth Management
New York
$599K -$5.92K -46 -1%
RMDI
599
R.M. Davis Inc
Maine
$599K
CT
600
Caldwell Trust
Florida
$595K

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.