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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
RA
776
RFG Advisory
Alabama
$337K +$1.29K +10 +0.4%
4WM
777
44 Wealth Management
Oregon
$337K -$11.1K -86 -3%
LCM
778
LVM Capital Management
Michigan
$335K
WCF
779
West Coast Financial
California
$335K
PCMC
780
Paragon Capital Management (Colorado)
Colorado
$333K
GCM
781
Gables Capital Management
Florida
$333K +$2.32K +18 +0.7%
FNBT
782
FineMark National Bank & Trust
Florida
$333K +$4.89K +38 +2%
JIP
783
Jaffetilchin Investment Partners
Florida
$332K +$1.29K +10 +0.4%
RFM
784
Royal Fund Management
Florida
$332K +$515 +4 +0.2%
ACM
785
Absolute Capital Management
Pennsylvania
$330K
WPC
786
Wedmont Private Capital
Pennsylvania
$326K +$57.9K +450 +22%
CIBC World Market
787
CIBC World Market
Ontario, Canada
$326K -$67.7K -526 -18%
FWA
788
FSM Wealth Advisors
Ohio
$324K +$1.16K +9 +0.4%
MW
789
Marcum Wealth
Ohio
$324K -$1.8K -14 -0.6%
LFA
790
Legacy Financial Advisors
Kentucky
$323K +$18.7K +145 +6%
PCMK
791
Paragon Capital Management (Kansas)
Kansas
$321K
SSB
792
Sandy Spring Bank
Maryland
$321K +$129 +1 +0%
IAM
793
Innovis Asset Management
Illinois
$317K
SAM
794
S.A. Mason
Michigan
$317K
FL
795
Fort LP
Maryland
$315K -$134K -1,043 -30%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
796
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$313K -$1.01M -7,828 -77%
PFT
797
Providence First Trust
Arizona
$313K
TA
798
Tiedemann Advisors
New York
$312K +$515 +4 +0.2%
CAM
799
Cozad Asset Management
Illinois
$310K
FMN
800
Financial Management Network
California
$310K

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.