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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
FWIA
51
Fort Washington Investment Advisors
Ohio
$79.8M -$2.03M -15,764 -3%
AAM
52
Ardevora Asset Management
United Kingdom
$79.1M +$4.14M +32,141 +6%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$78.8M +$28.4M +220,324 +59%
Los Angeles Capital Management
54
Los Angeles Capital Management
California
$76.5M +$46M +357,730 +162%
EIP
55
Epoch Investment Partners
New York
$76.4M +$6.58M +51,154 +10%
Wells Fargo
56
Wells Fargo
California
$75.4M +$176K +1,366 +0.2%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$72.8M +$12.2M +94,814 +21%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$71.9M +$1.68M +13,090 +2%
Barclays
59
Barclays
United Kingdom
$70.3M -$15.9M -123,361 -19%
DekaBank Deutsche Girozentrale
60
DekaBank Deutsche Girozentrale
Germany
$67.4M +$1.02M +7,901 +2%
CCM
61
Candlestick Capital Management
Connecticut
$66.8M +$65.1M +505,690 New
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$66.8M -$47.7M -370,791 -42%
National Pension Service
63
National Pension Service
South Korea
$65.1M -$2.25M -17,503 -3%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$64.9M +$9.57M +74,392 +18%
KBC Group
65
KBC Group
Belgium
$62.8M +$3.99M +31,019 +7%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$62.3M -$1.06M -8,217 -2%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$61.7M +$760K +5,910 +1%
CGPCS
68
Capital Group Private Client Services
California
$61.3M +$949K +7,376 +2%
Schroder Investment Management Group
69
Schroder Investment Management Group
United Kingdom
$58.5M +$4.25M +33,057 +8%
LFDLE
70
La Financiere de L'Echiquier
France
$56.8M +$22.6M +175,989 +69%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$54.5M -$1.66M -12,900 -3%
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$54.2M +$52.8M +410,045 New
SCM
73
Suvretta Capital Management
New York
$52.3M +$51M +396,050 New
JMPWA
74
JP Morgan Private Wealth Advisors
California
$51.6M +$35.5M +275,605 +240%
Prudential Financial
75
Prudential Financial
New Jersey
$48M +$15.3M +119,006 +49%

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.