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Yum! Brands
YUM

1,087 hedge funds and large institutions have $28.5B invested in Yum! Brands in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 364 increasing their positions, 328 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

11% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 328

6% more capital invested

Capital invested by funds: $27B → $28.5B (+$1.53B)

1% more funds holding

Funds holding: 1,081 → 1,087 (+6)

0.11% more ownership

Funds ownership: 78.86% → 78.97% (+0.11%)

12% less call options, than puts

Call options by funds: $235M | Put options by funds: $267M

Holders
1,087
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
19.03%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
87
Increased
364
Reduced
328
Closed
68
Calls
$235M
Puts
$267M
Net Calls
-$32M
Net Calls Change
-$55.7M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$224M
2
UBS AM
UBS AM
Illinois
+$130M
3
Renaissance Technologies
Renaissance Technologies
New York
+$85.9M
4
FWIA
Fort Washington Investment Advisors
Ohio
+$58.4M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$32.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$457M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$102M
3
VanEck Associates
VanEck Associates
New York
-$91.2M
4
N
Nuveen
North Carolina
-$65.1M
5
MAM
Magellan Asset Management
Australia
-$64.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
776
Pallas Capital Advisors
Massachusetts
$273K +$279K +2,202 New
SVWAG
777
Sound View Wealth Advisors Group
Georgia
$272K – – –
SICM
778
Sustainable Insight Capital Management
New York
$271K – – –
PFT
779
Providence First Trust
Arizona
$269K – – –
WSC
780
Wellington Shields & Co
New York
$269K – – –
RRA
781
Round Rock Advisors
Connecticut
$268K -$58K -457 -17%
OA
782
Oxbow Advisors
Texas
$268K – – –
JWM
783
JGP Wealth Management
Oregon
$267K -$1.52K -12 -0.5%
1832 Asset Management
784
1832 Asset Management
Ontario, Canada
$267K +$274K +2,160 New
PGFC
785
Peapack-Gladstone Financial Corp
New Jersey
$266K -$50.6K -399 -15%
BOPW
786
Brandywine Oak Private Wealth
Pennsylvania
$266K -$8.5K -67 -3%
BFC
787
Blue Fin Capital
Rhode Island
$266K – – –
CSPIA
788
Cary Street Partners Investment Advisory
Virginia
$266K +$127 +1 +0%
CFGS
789
Concourse Financial Group Securities
Alabama
$266K +$62.2K +490 +29%
PGIM
790
Pacific Global Investment Management
California
$265K +$127 +1 +0%
TBNY
791
Trustco Bank (New York)
New York
$265K +$1.01K +8 +0.4%
BHTS
792
Bar Harbor Trust Services
Maine
$264K – – –
TNA
793
True North Advisors
Texas
$264K – – –
VWA
794
V Wealth Advisors
Kansas
$263K +$10.4K +82 +4%
CCM
795
Covington Capital Management
California
$262K +$1.01K +8 +0.4%
HTC
796
Haverford Trust Company
Pennsylvania
$261K +$14.1K +111 +5%
PWP
797
Principle Wealth Partners
Connecticut
$259K – – –
AWA
798
Aaron Wealth Advisors
Illinois
$259K +$3.17K +25 +1%
NHC
799
Nicholas Hoffman & Company
Georgia
$257K – – –
DT
800
Diversified Trust
Tennessee
$256K -$255K -2,008 -49%
30 31
32
33 34

YUM Hedge Fund Activity: Q3 2021 in Review

1,087 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2021, worth a combined $28.5B — up 5.7% from $27B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new YUM positions and 68 closed out — a net gain of 19 holders — while 364 added to existing stakes and 328 trimmed.

The largest buyer was Capital World Investors, adding an estimated $224M. The largest seller was JP Morgan Chase, cutting an estimated $457M.

  • 1,087 institutional investors held Yum! Brands (YUM) as of Q3 2021, up from 1,081 in Q2 2021.
  • Funds reported $28.5B of Yum! Brands stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 87 funds opened new Yum! Brands positions in Q3 2021 and 68 closed out, a net change of +19 holders.
  • The largest Yum! Brands buyer in Q3 2021 was Capital World Investors, an estimated $224M added.
  • The largest Yum! Brands seller in Q3 2021 was JP Morgan Chase, an estimated $457M sold.

Based on aggregated 13F filings for Q3 2021.