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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 %
WA
651
Waverly Advisors
Alabama
$465K +$2.61K +20 +0.6%
IWM
652
IHT Wealth Management
Illinois
$465K -$1.18K -9 -0.3%
BRWA
653
B. Riley Wealth Advisors
Florida
$459K -$43.4K -332 -9%
PS
654
Principal Securities
Iowa
$459K +$459K +3,510 New
AWM
655
Avior Wealth Management
Nebraska
$459K -$8.49K -65 -2%
TPI
656
Trust Point Inc
Wisconsin
$455K +$455K +3,484 New
NGA
657
Naples Global Advisors
Florida
$453K – – –
RCM
658
Radnor Capital Management
Pennsylvania
$448K – – –
LC
659
Lindbrook Capital
California
$447K +$9.41K +72 +2%
LA
660
LBP AM
France
$444K -$48.3K -370 -10%
JMFC
661
J.M. Forbes & Co
Massachusetts
$442K +$19.2K +147 +5%
CT
662
Colonial Trust
South Carolina
$441K -$37.5K -287 -8%
CHA
663
Carmichael Hill & Associates
Maryland
$441K +$39.2K +300 +10%
WPC
664
Wedmont Private Capital
Pennsylvania
$438K +$131K +1,015 +42%
UBV
665
United Bank (Virginia)
Virginia
$438K – – –
WIC
666
Woodmont Investment Counsel
Tennessee
$437K +$653 +5 +0.1%
KIA
667
Knollwood Investment Advisory
Maryland
$432K +$432K +3,309 New
DWA
668
Douglass Winthrop Advisors
New York
$430K +$78.4K +600 +22%
FA
669
FDx Advisors
Illinois
$428K +$123K +944 +40%
AMM
670
American Money Management
California
$426K – – –
PFA
671
Pure Financial Advisors
California
$426K +$15.7K +120 +4%
SWM
672
SeaCrest Wealth Management
New York
$425K -$6.8K -53 -2%
SMWM
673
Silvia McColl Wealth Management
California
$423K +$105K +800 +33%
TAM
674
Trust Asset Management
Texas
$422K – – –
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$422K +$1.57K +12 +0.4%
25 26
27
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