We are live on ! Find out more
YUM icon

Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
726
Douglass Winthrop Advisors
New York
$306K -$50.6K -435 -14%
HFS
727
Howard Financial Services
Texas
$305K
MIS
728
Morningstar Investment Services
Illinois
$305K +$25.8K +222 +9%
LNC
729
Lincoln National Corp
Pennsylvania
$304K +$16.5K +142 +6%
CGL
730
Clarius Group LLC
Washington
$302K +$11K +95 +4%
AIA
731
Arbor Investment Advisors
North Carolina
$301K +$233 +2 +0.1%
FIM
732
Freedom Investment Management
Connecticut
$301K -$120K -1,030 -28%
SIA
733
Schechter Investment Advisors
Michigan
$300K +$57.2K +492 +23%
DWM
734
Destination Wealth Management
California
$299K -$68.4K -588 -18%
NGA
735
Naples Global Advisors
Florida
$299K -$61.2K -526 -17%
BAG
736
Briggs Advisory Group
Rhode Island
$298K
WTB
737
Washington Trust Bank
Washington
$298K
JIC
738
Joel Isaacson & Co
New York
$297K
TFF
739
The Family Firm
Maryland
$297K +$13.5K +116 +5%
AF
740
Allworth Financial
California
$296K +$25.8K +222 +9%
BIAS
741
Beacon Investment Advisory Services
New Jersey
$295K
KA
742
Kozak & Associates
Colorado
$295K +$1.4K +12 +0.5%
CCIA
743
Cherry Creek Investment Advisors
Colorado
$295K +$1.51K +13 +0.5%
SA
744
SRH Advisors
Kansas
$294K
WCF
745
West Coast Financial
California
$293K
LWAC
746
Laurel Wealth Advisors (California)
California
$291K +$233 +2 +0.1%
IGGA
747
Iron Gate Global Advisors
Utah
$291K +$1.28K +11 +0.4%
HT
748
Heritage Trust
Oklahoma
$290K
WI
749
Wintrust Investments
Illinois
$290K
WH
750
Willner & Heller
California
$289K

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.