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Yum! Brands
YUM

1,205 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $521M | Put options by funds: $299M

1% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 403

0.63% more ownership

Funds ownership: 84.98% → 85.61% (+0.63%)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

2% less funds holding

Funds holding: 1,235 → 1,205 (-30)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
1,205
Holders Change
-30
Holders Change %
-2.43%
% of All Funds
17.4%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
88
Increased
408
Reduced
403
Closed
104
Calls
$521M
Puts
$299M
Net Calls
+$222M
Net Calls Change
+$105M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$608M
2
Capital World Investors
Capital World Investors
California
+$217M
3
JP Morgan Chase
JP Morgan Chase
New York
+$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$106M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$336M
2
Victory Capital Management
Victory Capital Management
Texas
-$127M
3
HMP
HS Management Partners
New York
-$121M
4
Barclays
Barclays
United Kingdom
-$74.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
651
Heritage Wealth Management (Ohio)
Ohio
$456K +$486K +3,530 New
SC
652
Sapient Capital
Indiana
$452K +$113K +819 +32%
VCG
653
Vantage Consulting Group
Virginia
$452K +$551 +4 +0.1%
WAP
654
Wealthcare Advisory Partners
Pennsylvania
$451K +$37.7K +274 +9%
ONB
655
Old National Bancorp
Indiana
$448K -$62.8K -456 -12%
MGIA
656
Moneta Group Investment Advisors
Missouri
$448K -$54K -392 -10%
JMFC
657
J.M. Forbes & Co
Massachusetts
$448K +$20.2K +147 +5%
NGA
658
Naples Global Advisors
Florida
$445K -$14.2K -103 -3%
Koshinski Asset Management
659
Koshinski Asset Management
Illinois
$442K +$40.2K +292 +9%
WIC
660
Woodmont Investment Counsel
Tennessee
$442K – – –
AWM
661
Avior Wealth Management
Nebraska
$441K -$14.9K -108 -3%
LFG
662
Larson Financial Group
Missouri
$440K +$12.4K +90 +3%
CG
663
Caprock Group
Idaho
$438K +$203K +1,475 +81%
EAM
664
Empirical Asset Management
Massachusetts
$436K +$372K +2,703 +95%
IWM
665
IHT Wealth Management
Illinois
$434K -$2.48K -18 -0.5%
BRWA
666
B. Riley Wealth Advisors
Florida
$434K -$78K -567 -15%
AMM
667
American Money Management
California
$431K – – –
DT
668
Diversified Trust
Tennessee
$429K +$63.2K +459 +16%
SMWM
669
Silvia McColl Wealth Management
California
$429K – – –
TAM
670
Trust Asset Management
Texas
$428K – – –
SCTC
671
Sanibel Captiva Trust Company
Florida
$427K – – –
AWA
672
Arkadios Wealth Advisors
Georgia
$426K +$174K +1,267 +65%
CC
673
Courier Capital
New York
$425K – – –
UBV
674
United Bank (Virginia)
Virginia
$424K -$20.6K -150 -4%
WPP
675
Whalerock Point Partners
Rhode Island
$423K – – –
25 26
27
28 29

YUM Hedge Fund Activity: Q2 2024 in Review

1,205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2024, worth a combined $31.9B — down 3.6% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of YUM and 88 opened new positions — a net loss of 16 holders — while 403 trimmed existing stakes and 408 added.

The largest buyer was Vanguard Group, adding an estimated $608M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $336M.

  • 1,205 institutional investors held Yum! Brands (YUM) as of Q2 2024, down from 1,235 in Q1 2024.
  • Funds reported $31.9B of Yum! Brands stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 88 funds opened new Yum! Brands positions in Q2 2024 and 104 closed out, a net change of -16 holders.
  • The largest Yum! Brands buyer in Q2 2024 was Vanguard Group, an estimated $608M added.
  • The largest Yum! Brands seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2024.