We are live on ! Find out more
YUM icon

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
SWA
801
SOA Wealth Advisors
New York
$245K -$16.3K -140 -6%
PGFC
802
Peapack-Gladstone Financial Corp
New Jersey
$245K +$10.3K +89 +4%
ONB
803
Old National Bancorp
Indiana
$243K -$114K -980 -31%
RRA
804
Round Rock Advisors
Connecticut
$243K -$1.4K -12 -0.6%
HHGA
805
Halbert Hargrove Global Advisors
California
$243K +$5.35K +46 +2%
DT
806
Diversified Trust
Tennessee
$242K +$5.12K +44 +2%
VAS
807
Vestmark Advisory Solutions
Massachusetts
$242K +$248K +2,132 New
PWP
808
Principle Wealth Partners
Connecticut
$241K
WPW
809
Waldron Private Wealth
Pennsylvania
$240K +$9.88K +85 +4%
AWA
810
Arkadios Wealth Advisors
Georgia
$240K +$48.1K +414 +24%
BOPW
811
Brandywine Oak Private Wealth
Pennsylvania
$239K -$4.07K -35 -2%
BAM
812
Belpointe Asset Management
Nevada
$237K -$45.2K -389 -16%
NHC
813
Nicholas Hoffman & Company
Georgia
$237K +$116 +1 +0%
APG
814
Abacus Planning Group
South Carolina
$237K +$233 +2 +0.1%
SHFA
815
SS&H Financial Advisors
Michigan
$236K -$264K -2,270 -52%
ISL
816
Ingalls & Snyder LLC
New York
$236K
MCM
817
Maryland Capital Management
Maryland
$236K
CWG
818
Cornerstone Wealth Group
North Carolina
$234K +$10.8K +93 +5%
BFM
819
Boston Financial Management
Massachusetts
$233K -$14.5K -125 -6%
CA
820
Carson Advisory
Georgia
$233K
HTC
821
Haverford Trust Company
Pennsylvania
$230K
OWM
822
OneAscent Wealth Management
Alabama
$230K +$1.51K +13 +0.6%
GIA
823
Gladstone Institutional Advisory
Florida
$230K +$236K +2,029 New
BLC
824
Brown, Lisle/Cummings
Rhode Island
$230K
CWM
825
Cornerstone Wealth Management
Missouri
$228K +$6.16K +53 +3%

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.