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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
HSA
751
HBK Sorce Advisory
Pennsylvania
$287K +$10K +86 +4%
PCMC
752
Paragon Capital Management (Colorado)
Colorado
$286K -$81.4K -700 -22%
GCM
753
Gables Capital Management
Florida
$284K
FMLI
754
Fukoku Mutual Life Insurance
Japan
$283K -$35.8K -308 -11%
SSB
755
Sandy Spring Bank
Maryland
$283K -$26.3K -226 -8%
JIP
756
Jaffetilchin Investment Partners
Florida
$283K +$6.97K +60 +2%
WWM
757
Windsor Wealth Management
Indiana
$278K -$279K -2,399 -50%
CCM
758
Crossvault Capital Management
Texas
$278K
PAMG
759
Patton Albertson Miller Group
Tennessee
$276K -$9.88K -85 -3%
TCOV
760
Trust Company of Vermont
Vermont
$276K -$2.79K -24 -1%
HWAM
761
Hennion & Walsh Asset Management
New Jersey
$276K
PCMK
762
Paragon Capital Management (Kansas)
Kansas
$276K
MW
763
Marcum Wealth
Ohio
$274K +$46K +396 +20%
FLPIM
764
F.L. Putnam Investment Management
Massachusetts
$273K -$19.2K -165 -6%
SAM
765
S.A. Mason
Michigan
$272K
RFM
766
Royal Fund Management
Florida
$270K +$62.9K +541 +29%
IA
767
IFP Advisors
Florida
$269K
RWM
768
Ritholtz Wealth Management
New York
$268K +$274K +2,358 New
TNA
769
True North Advisors
Texas
$267K +$15.2K +131 +6%
BFA
770
Benedict Financial Advisors
Georgia
$266K -$11.9K -102 -4%
FWA
771
FSM Wealth Advisors
Ohio
$266K +$261K +2,243 New
WF
772
Welch & Forbes
Massachusetts
$265K +$52.3K +450 +24%
CAM
773
Cozad Asset Management
Illinois
$263K
HL
774
HeadInvest LLC
Maine
$262K
PWM
775
Palumbo Wealth Management
New York
$261K -$5.81K -50 -2%

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.