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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
EB
676
Emprise Bank
Kansas
$419K – – –
IP
677
Investment Partners
Ohio
$418K – – –
FCB
678
First County Bank
Connecticut
$418K – – –
FWA
679
FSM Wealth Advisors
Ohio
$417K -$9.77K -71 -2%
JWCA
680
J.W. Cole Advisors
Florida
$417K +$132K +961 +44%
PI
681
Pettee Investors
Connecticut
$417K – – –
TCOK
682
Trust Company of Kansas
Kansas
$414K +$430K +3,122 New
HWM
683
Hohimer Wealth Management
Washington
$413K -$666K -4,842 -61%
GI
684
GAMMA Investing
California
$413K +$52.4K +381 +14%
GC
685
Grimes & Company
Massachusetts
$413K -$2.06K -15 -0.5%
MA
686
Mutual Advisors
Nebraska
$410K +$27.8K +202 +7%
MCA
687
MSH Capital Advisors
Arizona
$408K – – –
EA
688
Everpar Advisors
Oklahoma
$407K +$101K +731 +31%
KCPG
689
Kavar Capital Partners Group
Kansas
$407K – – –
IFWM
690
Institute for Wealth Management
Colorado
$406K +$14.7K +107 +4%
CS
691
Cannell & Spears
New York
$405K – – –
NB
692
Nicolet Bankshares
Wisconsin
$403K -$4.13K -30 -1%
BHBT
693
Burke & Herbert Bank & Trust
Virginia
$402K – – –
BTI
694
Blue Trust Inc
Georgia
$401K +$34.4K +250 +9%
RIA
695
Richwood Investment Advisors
Ohio
$400K – – –
DJSG
696
D.J. St. Germain
Massachusetts
$400K – – –
SFI
697
SPC Financial Inc
Maryland
$399K -$12.5K -91 -3%
CTA
698
Chesley Taft & Associates
Illinois
$397K – – –
LSAG
699
Lake Street Advisors Group
New Hampshire
$396K +$25.2K +183 +7%
GAG
700
Goodman Advisory Group
Massachusetts
$395K +$410K +2,981 New
26 27
28
29 30

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.