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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
GW
801
GW & Wade
Massachusetts
$310K +$36.4K +283 +14%
Axa
802
Axa
France
$308K +$65.1K +506 +28%
CI
803
Carroll Investors
South Carolina
$307K
GCA
804
Gradient Capital Advisors
California
$307K
WF
805
Welch & Forbes
Massachusetts
$306K +$1.54K +12 +0.5%
AFO
806
Arrowroot Family Office
California
$305K +$297K +2,308 New
UAML
807
US Asset Management LLC
Pennsylvania
$304K
CPC
808
Consolidated Planning Corp
Georgia
$303K +$38.6K +300 +15%
BFA
809
Benedict Financial Advisors
Georgia
$301K +$515 +4 +0.2%
WA
810
WealthTrust Axiom
Pennsylvania
$301K
DWM
811
Destination Wealth Management
California
$301K -$2.44K -19 -0.8%
PWM
812
Palumbo Wealth Management
New York
$301K -$4.89K -38 -2%
BDF
813
Black Diamond Financial
Maryland
$300K
PGFC
814
Peapack-Gladstone Financial Corp
New Jersey
$300K +$28.8K +224 +11%
HTC
815
Haverford Trust Company
Pennsylvania
$300K +$31.4K +244 +12%
Parallax Volatility Advisers
816
Parallax Volatility Advisers
California
$298K +$291K +2,259 New
HI
817
Hendershot Investments
Virginia
$298K -$89.4K -695 -24%
HHGA
818
Halbert Hargrove Global Advisors
California
$296K +$10.9K +85 +4%
WWM
819
Windsor Wealth Management
Indiana
$296K -$9.27K -72 -3%
IA
820
IFG Advisory
Georgia
$295K +$643 +5 +0.2%
JWM
821
JGP Wealth Management
Oregon
$294K +$5.15K +40 +2%
PAMG
822
Patton Albertson Miller Group
Tennessee
$293K -$4.38K -34 -2%
WPW
823
Waldron Private Wealth
Pennsylvania
$293K +$13.5K +105 +5%
BMC
824
Beaton Management Company
Massachusetts
$292K
SCM
825
Shelton Capital Management
Colorado
$290K +$51.5K +400 +22%

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.