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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
NW
726
NewEdge Wealth
Pennsylvania
$362K -$45.1K -328 -11%
AG
727
AlTi Global
New York
$362K -$23.7K -172 -6%
FHA
728
First Horizon Advisors
Tennessee
$360K -$61.8K -449 -14%
HSA
729
HBK Sorce Advisory
Pennsylvania
$358K -$7.16K -52 -2%
HFS
730
Howard Financial Services
Texas
$358K – – –
CCIA
731
Cherry Creek Investment Advisors
Colorado
$358K +$1.65K +12 +0.4%
BBHC
732
Brown Brothers Harriman & Co
New York
$356K – – –
KA
733
Kintegral Advisory
New York
$354K +$10K +73 +3%
JCM
734
Jacobi Capital Management
Pennsylvania
$354K -$688 -5 -0.2%
VNA
735
Valley National Advisers
Pennsylvania
$351K +$551 +4 +0.2%
PFBT
736
Parkside Financial Bank & Trust
Missouri
$351K +$7.29K +53 +2%
MYIA
737
Mount Yale Investment Advisors
Colorado
$350K -$126K -917 -26%
KCM
738
Kathmere Capital Management
Pennsylvania
$350K -$13.4K -97 -4%
HL
739
HeadInvest LLC
Maine
$349K -$12K -87 -3%
TFF
740
The Family Firm
Maryland
$348K +$275 +2 +0.1%
GCM
741
Gables Capital Management
Florida
$347K – – –
WH
742
Willner & Heller
California
$347K +$1.38K +10 +0.4%
SP
743
Symmetry Partners
Connecticut
$346K – – –
GM
744
GeoWealth Management
Illinois
$345K +$36.5K +265 +11%
SGI
745
Summit Global Investments
Utah
$344K – – –
SA
746
SRH Advisors
Kansas
$343K – – –
GDP
747
Great Diamond Partners
Maine
$342K -$47.3K -344 -12%
WI
748
Wintrust Investments
Illinois
$341K +$1.38K +10 +0.4%
Kovitz Investment Group Partners
749
Kovitz Investment Group Partners
Illinois
$340K +$351K +2,548 New
WCF
750
West Coast Financial
California
$340K – – –
28 29
30
31 32

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.