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Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
651
Grimes & Company
Massachusetts
$383K +$67.4K +580 +21%
NB
652
NBT Bank
New York
$381K -$52.3K -450 -12%
UBV
653
United Bank (Virginia)
Virginia
$380K
WT
654
Whittier Trust
California
$376K +$1.74K +15 +0.5%
NB
655
Nicolet Bankshares
Wisconsin
$375K +$17.1K +147 +5%
AUB
656
Atlantic Union Bankshares
Virginia
$374K -$9.07K -78 -2%
OFG
657
OmniStar Financial Group
North Carolina
$374K +$4.18K +36 +1%
MGIA
658
Moneta Group Investment Advisors
Missouri
$373K +$382K +3,286 New
SPC
659
Sigma Planning Corp
Michigan
$372K -$12K -103 -3%
LWCFA
660
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$372K
HW
661
Hancock Whitney
Mississippi
$371K -$5.46K -47 -1%
WCG
662
Weaver Consulting Group
California
$370K -$24.8K -213 -6%
ST
663
Spinnaker Trust
Maine
$370K -$5.81K -50 -2%
MA
664
Montag & Associates
Georgia
$368K -$29.6K -255 -7%
HFG
665
Heron Financial Group
New York
$368K +$6.39K +55 +2%
JMFC
666
J.M. Forbes & Co
Massachusetts
$367K
VWA
667
Visionary Wealth Advisors
Illinois
$367K +$376K +3,234 New
HBT
668
Hills Bank & Trust
Iowa
$365K
TMAM
669
Tokio Marine Asset Management
Japan
$363K -$15.7K -135 -4%
MCA
670
MSH Capital Advisors
Arizona
$363K
XT
671
XTX Topco
Cayman Islands
$360K -$1.62M -13,968 -82%
DL
672
DOHJ LLC
Washington
$360K -$382K -3,284 -51%
CTA
673
Chesley Taft & Associates
Illinois
$360K
IP
674
Investment Partners
Ohio
$358K +$116 +1 +0%
JWCA
675
J.W. Cole Advisors
Florida
$358K +$79.1K +680 +28%

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.