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Yum! Brands
YUM

Overview Fund Activity

1,204 hedge funds and large institutions have $30.6B invested in Yum! Brands in 2023 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 380 increasing their positions, 394 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+84
Holders Change %
+7.5%
% of All Funds
17.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
175
Increased
380
Reduced
394
Closed
72
Calls
$297M
Puts
$225M
Net Calls
+$72.1M
Net Calls Change
+$26.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$459M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
3
Capital World Investors
Capital World Investors
California
+$88.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$85M
5
EIP
Epoch Investment Partners
New York
+$84.9M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$73.8M
3
MAM
Magellan Asset Management
Australia
-$51.2M
4
LFDLE
La Financiere de L'Echiquier
France
-$46.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
751
Lazard Asset Management
New York
$335K -$25.7K -197 -7%
DA
752
Dover Advisors
Virginia
$334K – – –
WI
753
Wintrust Investments
Illinois
$334K +$1.31K +10 +0.4%
RFM
754
Royal Fund Management
Florida
$333K +$4.31K +33 +1%
WCF
755
West Coast Financial
California
$331K – – –
AG
756
AlTi Global
New York
$328K +$328K +2,512 New
PCMC
757
Paragon Capital Management (Colorado)
Colorado
$328K – – –
JIP
758
Jaffetilchin Investment Partners
Florida
$328K +$1.44K +11 +0.4%
CAM
759
Cozad Asset Management
Illinois
$325K +$6.14K +47 +2%
FTWA
760
Fifth Third Wealth Advisors
Ohio
$320K +$27.8K +213 +10%
OPW
761
Oxler Private Wealth
New York
$316K -$540K -4,134 -63%
EA
762
Everpar Advisors
Oklahoma
$316K +$316K +2,416 New
PVI
763
Pine Valley Investments
New Jersey
$315K +$13.1K +100 +4%
SAM
764
S.A. Mason
Michigan
$314K – – –
SSA
765
Sierra Summit Advisors
Nevada
$314K +$314K +2,400 New
MW
766
Marcum Wealth
Ohio
$312K -$523 -4 -0.2%
CAMG
767
CWA Asset Management Group
Florida
$310K +$310K +2,375 New
GW
768
GW & Wade
Massachusetts
$307K +$391 +3 +0.1%
ECM
769
Evergreen Capital Management
Washington
$307K +$307K +2,349 New
CFA
770
Capstone Financial Advisors
Illinois
$305K – – –
RA
771
RFG Advisory
Alabama
$305K -$20.5K -157 -6%
CIC
772
Carnegie Investment Counsel
Ohio
$305K -$178K -1,362 -37%
GCA
773
Gradient Capital Advisors
California
$304K – – –
CI
774
Conning Inc
Connecticut
$304K +$3.92K +30 +1%
EP
775
Eudaimonia Partners
Tennessee
$303K -$65.3K -500 -18%
29 30
31
32 33