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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
NB
751
NBT Bank
New York
$364K -$9.65K -75 -3%
DWP
752
Daymark Wealth Partners
Ohio
$364K +$19.4K +151 +6%
GIA
753
Gladstone Institutional Advisory
Florida
$363K +$60.5K +470 +21%
Empower Advisory Group
754
Empower Advisory Group
Colorado
$363K +$350K +2,722 New
JCM
755
Jacobi Capital Management
Pennsylvania
$360K -$35.9K -279 -9%
DWA
756
Douglass Winthrop Advisors
New York
$356K
HFS
757
Howard Financial Services
Texas
$355K
TBA
758
Tower Bridge Advisors
Pennsylvania
$350K -$8.62K -67 -2%
TCOV
759
Trust Company of Vermont
Vermont
$350K +$60.9K +473 +22%
CCIA
760
Cherry Creek Investment Advisors
Colorado
$348K +$1.54K +12 +0.5%
KA
761
Kintegral Advisory
New York
$347K -$18.1K -141 -5%
IFG
762
Independent Financial Group
California
$347K +$110K +857 +48%
BAG
763
Briggs Advisory Group
Rhode Island
$347K
TFF
764
The Family Firm
Maryland
$346K +$129 +1 +0%
CI
765
Conning Inc
Connecticut
$345K -$3.35K -26 -1%
JIC
766
Joel Isaacson & Co
New York
$345K
BAM
767
Belpointe Asset Management
Nevada
$344K +$11.3K +88 +3%
BIAS
768
Beacon Investment Advisory Services
New Jersey
$343K
KA
769
Kozak & Associates
Colorado
$343K
IGGA
770
Iron Gate Global Advisors
Utah
$342K
SA
771
SRH Advisors
Kansas
$342K
RWA
772
Ropes Wealth Advisors
Massachusetts
$340K +$22.9K +178 +7%
DA
773
Dover Advisors
Virginia
$338K
WI
774
Wintrust Investments
Illinois
$338K -$6.18K -48 -2%
BBHC
775
Brown Brothers Harriman & Co
New York
$338K +$129 +1 +0%

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.