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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 %
DWP
676
Daymark Wealth Partners
Ohio
$420K +$3.66K +28 +0.9%
SCTC
677
Sanibel Captiva Trust Company
Florida
$419K +$419K +3,210 New
ST
678
Spinnaker Trust
Maine
$419K – – –
CC
679
Courier Capital
New York
$419K – – –
FHA
680
First Horizon Advisors
Tennessee
$417K -$66.4K -508 -14%
FWA
681
FSM Wealth Advisors
Ohio
$415K +$36.3K +278 +10%
HT
682
Heritage Trust
Oklahoma
$414K +$12.9K +99 +3%
IP
683
Investment Partners
Ohio
$413K – – –
PI
684
Pettee Investors
Connecticut
$411K – – –
EFS
685
Essex Financial Services
Connecticut
$410K +$8.89K +68 +2%
LBC
686
Lowe Brockenbrough & Co
Virginia
$409K +$115K +878 +39%
HWM
687
Hohimer Wealth Management
Washington
$408K -$47K -360 -10%
MCA
688
MSH Capital Advisors
Arizona
$406K -$15K -115 -4%
SFI
689
SPC Financial Inc
Maryland
$406K +$653 +5 +0.2%
GC
690
Grimes & Company
Massachusetts
$404K +$31.5K +241 +8%
LFA
691
Legacy Financial Advisors
Kentucky
$402K +$27.7K +212 +7%
NB
692
Nicolet Bankshares
Wisconsin
$402K -$2.61K -20 -0.6%
CS
693
Cannell & Spears
New York
$400K – – –
APF
694
Alaska Permanent Fund
Alaska
$399K +$1.18K +9 +0.3%
FNBT
695
FineMark National Bank & Trust
Florida
$397K +$523 +4 +0.1%
Parnassus Investments
696
Parnassus Investments
California
$396K +$28.2K +216 +8%
ICM
697
IMS Capital Management
Oregon
$395K – – –
WCG
698
Weaver Consulting Group
California
$395K -$26K -199 -6%
GVAG
699
Great Valley Advisor Group
Delaware
$395K -$84.3K -645 -18%
RIA
700
Richwood Investment Advisors
Ohio
$395K -$18.3K -140 -4%
26 27
28
29 30