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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
PI
676
Pettee Investors
Connecticut
$357K
AG
677
AIA Group
Hong Kong
$356K -$103K -883 -22%
IFWM
678
Institute for Wealth Management
Colorado
$356K +$116 +1 +0%
GIA
679
GHP Investment Advisors
Colorado
$356K +$13.5K +116 +4%
VNA
680
Valley National Advisers
Pennsylvania
$353K -$4.77K -41 -1%
FMTC
681
Farmers & Merchants Trust Company
California
$352K
Fisher Asset Management
682
Fisher Asset Management
Washington
$349K -$41.7K -359 -10%
CHA
683
Carmichael Hill & Associates
Maryland
$349K -$11.6K -100 -3%
PIP
684
Peachtree Investment Partners
Florida
$348K +$15.6K +134 +5%
CS
685
Cannell & Spears
New York
$347K
Connor, Clark & Lunn Investment Management (CC&L)
686
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$347K +$355K +3,057 New
LC
687
Lindbrook Capital
California
$346K +$465 +4 +0.1%
FFM
688
Forum Financial Management
Illinois
$346K +$4.3K +37 +1%
CS
689
Comerica Securities
Michigan
$346K +$11.3K +97 +3%
TAM
690
Trust Asset Management
Texas
$345K +$7.79K +67 +2%
MC
691
Machina Capital
France
$344K +$15.3K +132 +5%
ICM
692
IMS Capital Management
Oregon
$343K
BFPW
693
BOK Financial Private Wealth
Colorado
$341K -$144K -1,240 -29%
DJSG
694
D.J. St. Germain
Massachusetts
$341K
LKIM
695
Lawson Kroeker Investment Management
Nebraska
$341K
CCM
696
Covington Capital Management
California
$341K +$63.7K +548 +22%
CPSC
697
Carl P. Sherr & Co
Massachusetts
$338K
GDP
698
Great Diamond Partners
Maine
$338K +$1.4K +12 +0.4%
HIIFS
699
Harel Insurance Investments & Financial Services
Israel
$336K +$272K +2,336 +376%
WCM
700
Windward Capital Management
California
$335K -$2.56K -22 -0.7%

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.