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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
MA
701
Mutual Advisors
Nebraska
$416K +$126K +980 +45%
PI
702
Pettee Investors
Connecticut
$415K
NB
703
Nicolet Bankshares
Wisconsin
$414K -$6.43K -50 -2%
EFS
704
Essex Financial Services
Connecticut
$411K +$44.9K +349 +13%
HW
705
Hancock Whitney
Mississippi
$411K -$1.16K -9 -0.3%
HIM
706
Hillsdale Investment Management
Ontario, Canada
$409K
PWPS
707
Pinnacle Wealth Planning Services
Ohio
$408K
HBT
708
Hills Bank & Trust
Iowa
$407K
CHA
709
Carmichael Hill & Associates
Maryland
$407K
IWM
710
IHT Wealth Management
Illinois
$405K +$28.8K +224 +8%
CS
711
Cannell & Spears
New York
$404K
VNA
712
Valley National Advisers
Pennsylvania
$402K -$6.05K -47 -2%
ONB
713
Old National Bancorp
Indiana
$402K
IFWM
714
Institute for Wealth Management
Colorado
$401K
BTI
715
Blue Trust Inc
Georgia
$401K +$11.6K +90 +3%
NGA
716
Naples Global Advisors
Florida
$401K
ICM
717
IMS Capital Management
Oregon
$399K
GIA
718
GHP Investment Advisors
Colorado
$399K -$17.6K -137 -4%
CTA
719
Chesley Taft & Associates
Illinois
$395K
IWC
720
Integrated Wealth Concepts
Massachusetts
$395K +$47.9K +372 +14%
CC
721
Centiva Capital
New York
$395K -$1.1M -8,542 -74%
TSW
722
Thompson Siegel & Walmsley
Virginia
$394K -$96.5K -750 -20%
CPSC
723
Carl P. Sherr & Co
Massachusetts
$393K
HGERS
724
Householder Group Estate & Retirement Specialist
Arizona
$393K +$383K +2,975 New
HI
725
Harbour Investments
Wisconsin
$391K -$1.16K -9 -0.3%

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.