We are live on ! Find out more
YUM icon

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
FPAS
676
Focus Partners Advisor Solutions
Missouri
$458K -$31.5K -245 -7%
HI
677
Horizon Investments
North Carolina
$457K -$371K -2,882 -45%
GVAG
678
Great Valley Advisor Group
Delaware
$455K -$35.4K -275 -7%
HFG
679
Heron Financial Group
New York
$453K +$442K +3,433 New
LFAS
680
Level Four Advisory Services
Texas
$452K +$179K +1,393 +69%
KA
681
Kovack Advisors
Florida
$449K
FMAEN1
682
Fund Management at Engine No 1
California
$448K +$38K +295 +10%
CI
683
Cigna Investments
Connecticut
$447K -$12.4K -96 -3%
GLA
684
Great Lakes Advisors
Illinois
$445K -$25.5K -198 -6%
UBV
685
United Bank (Virginia)
Virginia
$442K
GBT
686
Grove Bank & Trust
Florida
$439K -$88.3K -686 -17%
SMWM
687
Silvia McColl Wealth Management
California
$433K +$5.02K +39 +1%
LC
688
Lindbrook Capital
California
$432K +$21.4K +166 +5%
WCG
689
Weaver Consulting Group
California
$431K
JMFC
690
J.M. Forbes & Co
Massachusetts
$427K
TAM
691
Trust Asset Management
Texas
$427K -$386 -3 -0.1%
FHA
692
First Horizon Advisors
Tennessee
$425K -$1.03K -8 -0.2%
ST
693
Spinnaker Trust
Maine
$424K -$6.43K -50 -2%
CC
694
Courier Capital
New York
$424K
DT
695
Diversified Trust
Tennessee
$424K -$249K -1,936 -38%
FCB
696
First County Bank
Connecticut
$423K
MCA
697
MSH Capital Advisors
Arizona
$422K
SFI
698
SPC Financial Inc
Maryland
$421K -$1.16K -9 -0.3%
IP
699
Investment Partners
Ohio
$417K
HSA
700
HBK Sorce Advisory
Pennsylvania
$416K -$558K -4,338 -58%

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.