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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
CT
651
Colonial Trust
South Carolina
$499K
CSPAM
652
Cary Street Partners Asset Management
Virginia
$497K
DAS
653
Dynamic Advisor Solutions
Arizona
$494K -$18.8K -146 -4%
PFS
654
Prospera Financial Services
Texas
$492K -$4.25K -33 -0.9%
WIC
655
Woodmont Investment Counsel
Tennessee
$490K -$74K -575 -13%
NFA
656
Northern Financial Advisors
Michigan
$489K -$33.5K -260 -7%
AG
657
AIA Group
Hong Kong
$489K
CIC
658
Carnegie Investment Counsel
Ohio
$489K -$13K -101 -3%
QCM
659
Quantinno Capital Management
New York
$489K +$52K +404 +12%
BRWA
660
B. Riley Wealth Advisors
Florida
$489K -$167K -1,298 -26%
TCOT
661
Trust Company of Toledo
Ohio
$488K
RWM
662
Ritholtz Wealth Management
New York
$482K +$470K +3,651 New
CIC
663
Chilton Investment Company
Connecticut
$480K
KFI
664
Key Financial Inc
Pennsylvania
$475K
CDH
665
Charles D. Hyman
$475K
RIA
666
Richwood Investment Advisors
Ohio
$472K
WPP
667
Whalerock Point Partners
Rhode Island
$469K
AMM
668
American Money Management
California
$469K
PA
669
Pinnacle Associates
New York
$465K +$31.4K +244 +7%
SP
670
Symmetry Partners
Connecticut
$465K
WCM
671
Windward Capital Management
California
$465K +$77.2K +600 +21%
RWP
672
Reliant Wealth Planning
Kentucky
$465K +$453K +3,520 New
AWM
673
Avior Wealth Management
Nebraska
$464K
DMBA
674
Deseret Mutual Benefit Administrators
Utah
$461K +$10.3K +80 +2%
BB
675
Busey Bank
Illinois
$458K -$15.7K -122 -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.