We are live on ! Find out more
YUM icon

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
SPC
726
Sigma Planning Corp
Michigan
$391K +$129 +1 +0%
TWM
727
Triton Wealth Management
Arizona
$390K +$25.7K +200 +7%
CCB
728
Country Club Bank
Missouri
$389K
RRA
729
Round Rock Advisors
Connecticut
$389K
CS
730
Comerica Securities
Michigan
$389K -$21.6K -168 -5%
PFA
731
Pure Financial Advisors
California
$388K +$119K +921 +46%
A
732
AustralianSuper
Australia
$388K +$378K +2,935 New
FFM
733
Forum Financial Management
Illinois
$386K +$6.18K +48 +2%
TSWM
734
Triangle Securities Wealth Management
North Carolina
$386K
ERWM
735
Elk River Wealth Management
Colorado
$383K
LSA
736
Leonteq Securities AG
Switzerland
$383K -$137K -1,065 -27%
HT
737
Heritage Trust
Oklahoma
$382K
GDP
738
Great Diamond Partners
Maine
$381K -$8.11K -63 -2%
CGL
739
Clarius Group LLC
Washington
$380K +$6.82K +53 +2%
ESCM
740
Echo Street Capital Management
New York
$378K +$368K +2,862 New
CCIA
741
Campbell & Co Investment Adviser
Maryland
$376K +$367K +2,849 New
LWCFA
742
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$374K -$23.3K -181 -6%
SIA
743
Schechter Investment Advisors
Michigan
$374K +$30.2K +235 +9%
EP
744
Eudaimonia Partners
Tennessee
$372K -$7.08K -55 -2%
GC
745
Grimes & Company
Massachusetts
$372K +$643 +5 +0.2%
PIP
746
Peachtree Investment Partners
Florida
$371K +$515 +4 +0.1%
LNC
747
Lincoln National Corp
Pennsylvania
$368K +$5.53K +43 +2%
QT
748
Quantamental Technologies
New York
$368K -$250K -1,944 -41%
MYAM
749
Meiji Yasuda Asset Management
Japan
$367K -$11.6K -90 -3%
Lazard Asset Management
750
Lazard Asset Management
New York
$367K +$356K +2,764 +13,820%

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.