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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 %
TNA
801
True North Advisors
Texas
$286K +$392 +3 +0.1%
JWCA
802
J.W. Cole Advisors
Florida
$286K -$14.4K -110 -5%
JWM
803
JGP Wealth Management
Oregon
$285K – – –
FFBTD
804
First Financial Bank - Trust Division
Ohio
$284K – – –
OWM
805
OneAscent Wealth Management
Alabama
$284K – – –
SSB
806
Sandy Spring Bank
Maryland
$281K -$15.9K -122 -5%
PL
807
Plancorp LLC
Missouri
$280K -$22.1K -169 -7%
JIC
808
Joel Isaacson & Co
New York
$280K – – –
NAS
809
Nicolet Advisory Services
Wisconsin
$280K -$6.03K -47 -2%
NWM
810
Northcape Wealth Management
New York
$280K – – –
SWM
811
StoneCrest Wealth Management
Arizona
$280K +$280K +2,142 New
KAS
812
KPP Advisory Services
Kentucky
$279K – – –
TCOV
813
Trust Company of Vermont
Vermont
$278K -$79.2K -606 -22%
PFA
814
Pathway Financial Advisers
Indiana
$278K – – –
SWA
815
SOA Wealth Advisors
New York
$277K +$1.05K +8 +0.4%
PWP
816
Principle Wealth Partners
Connecticut
$277K – – –
DMBA
817
Deseret Mutual Benefit Administrators
Utah
$276K -$92.1K -705 -25%
HI
818
Hendershot Investments
Virginia
$275K – – –
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274K – – –
HAIM
820
Hunter Associates Investment Management
Pennsylvania
$274K – – –
KWA
821
Kingswood Wealth Advisors
California
$274K +$274K +2,097 New
FPCP
822
Fort Point Capital Partners
California
$274K +$1.18K +9 +0.4%
SP
823
Systematic Portfolios
New York
$273K +$273K +2,093 New
GWM
824
Gitterman Wealth Management
New Jersey
$273K +$273K +2,084 New
PCS
825
Personal CFO Solutions
New Jersey
$273K +$273K +2,085 New
31 32
33
34 35