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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
ACM
601
Argent Capital Management
Missouri
$594K
WSFS
602
Wilmington Savings Fund Society
Delaware
$591K +$129 +1 +0%
VVP
603
Venture Visionary Partners
Ohio
$589K -$21.7K -169 -4%
WG
604
Watchman Group
Texas
$587K
CCA
605
Checchi Capital Advisers
California
$587K +$18.4K +143 +3%
BWM
606
BerganKDV Wealth Management
Minnesota
$586K +$250K +1,940 +78%
MIP
607
Marietta Investment Partners
Wisconsin
$584K
EI
608
Ethic Inc
New York
$579K -$48.1K -374 -8%
OIA
609
OneDigital Investment Advisors
Kansas
$575K +$43.5K +338 +8%
FNBOO
610
First National Bank of Omaha
Nebraska
$575K
SIC
611
SJS Investment Consulting
Ohio
$573K +$129 +1 +0%
CHC
612
City Holding Co
West Virginia
$572K -$5.66K -44 -1%
BRM
613
Boston Research & Management
Massachusetts
$570K -$21K -163 -4%
CAAM
614
Cornerstone Advisors Asset Management
Pennsylvania
$568K
KCM
615
Kanawha Capital Management
Virginia
$566K -$174K -1,355 -24%
HCM
616
Hall Capital Management
Rhode Island
$563K -$9.01K -70 -2%
BP
617
Ballentine Partners
Massachusetts
$562K +$5.92K +46 +1%
PA
618
Parallel Advisors
California
$558K +$47.5K +369 +10%
AIP
619
Ameritas Investment Partners
Nebraska
$555K +$386 +3 +0.1%
MWM
620
Modera Wealth Management
New Jersey
$554K +$41.4K +322 +8%
WAP
621
Wealthcare Advisory Partners
Pennsylvania
$549K -$19.4K -151 -4%
CSPIA
622
Cary Street Partners Investment Advisory
Virginia
$548K -$14.3K -111 -3%
PHAM
623
Palisades Hudson Asset Management
Florida
$548K -$93K -723 -15%
JWCA
624
J.W. Cole Advisors
Florida
$542K -$438K -3,406 -45%
LMKC
625
L.M. Kohn & Company
Ohio
$542K -$15.3K -119 -3%

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.