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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
+$459M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
3
Capital World Investors
Capital World Investors
California
+$88.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$85M
5
EIP
Epoch Investment Partners
New York
+$84.9M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$73.8M
3
MAM
Magellan Asset Management
Australia
-$51.2M
4
LFDLE
La Financiere de L'Echiquier
France
-$46.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
626
First Western Trust Bank
Colorado
$510K – – –
BLC
627
Brown, Lisle/Cummings
Rhode Island
$510K +$19.6K +150 +4%
PFP
628
Paragon Financial Partners
California
$506K – – –
ONB
629
Old National Bancorp
Indiana
$502K +$46.8K +358 +10%
BTWM
630
Baker Tilly Wealth Management
Wisconsin
$501K -$113K -862 -18%
S
631
Sachetta
Massachusetts
$501K +$501K +3,834 New
AIP
632
Ameritas Investment Partners
Nebraska
$499K -$26.7K -204 -5%
VCG
633
Vantage Consulting Group
Virginia
$492K -$16.9K -129 -3%
ST
634
Smithfield Trust
Pennsylvania
$491K -$27.3K -207 -5%
MCC
635
Money Concepts Capital
Florida
$490K -$15K -115 -3%
FCB
636
First County Bank
Connecticut
$489K – – –
GIA
637
Gladstone Institutional Advisory
Florida
$488K +$16.1K +123 +3%
TCOT
638
Trust Company of Toledo
Ohio
$482K – – –
AA
639
Argent Advisors
Louisiana
$482K – – –
HCM
640
Hall Capital Management
Rhode Island
$478K -$55.5K -425 -10%
NME
641
Notis-McConarty Edward
$477K -$3.92K -30 -0.8%
CIC
642
Chilton Investment Company
Connecticut
$475K – – –
LFAS
643
Level Four Advisory Services
Texas
$470K +$38.9K +298 +9%
BHBT
644
Burke & Herbert Bank & Trust
Virginia
$470K -$4.83K -37 -1%
BCV
645
Banque Cantonale Vaudoise
Switzerland
$470K -$983K -7,522 -68%
WPP
646
Whalerock Point Partners
Rhode Island
$470K – – –
OAM
647
Occidental Asset Management
California
$469K -$15.7K -120 -3%
FFN
648
Focus Financial Network
Minnesota
$469K +$469K +3,588 New
MYIA
649
Mount Yale Investment Advisors
Colorado
$469K -$9.41K -72 -2%
NB
650
NBT Bank
New York
$466K +$140K +1,068 +43%
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