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Yum! Brands
YUM

Overview Fund Activity

1,227 hedge funds and large institutions have $33.1B invested in Yum! Brands in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 414 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+23
Holders Change %
+1.91%
% of All Funds
17.79%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
111
Increased
394
Reduced
414
Closed
76
Calls
$351M
Puts
$234M
Net Calls
+$118M
Net Calls Change
+$45.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$777M
2
Capital World Investors
Capital World Investors
California
+$481M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
4
CCM
Cantillon Capital Management
New York
+$201M
5
Capital International Investors
Capital International Investors
California
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$377M
3
Newport Trust Company
Newport Trust Company
District of Columbia
-$163M
4
SCM
Steadfast Capital Management
New York
-$160M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
801
LVM Capital Management
Michigan
$311K – – –
Nomura Holdings
802
Nomura Holdings
Japan
$311K -$605K -4,361 -66%
FA
803
Fiduciary Alliance
South Carolina
$310K – – –
BMC
804
Beaton Management Company
Massachusetts
$308K – – –
PL
805
Plancorp LLC
Missouri
$305K +$7.63K +55 +3%
EWA
806
Elevate Wealth Advisory
Georgia
$304K +$72.7K +524 +31%
SL
807
SFM LLC
New Hampshire
$303K -$2.77K -20 -0.9%
JWCA
808
J.W. Cole Advisors
Florida
$303K – – –
TNA
809
True North Advisors
Texas
$303K -$416 -3 -0.1%
JWM
810
JGP Wealth Management
Oregon
$302K – – –
OWM
811
OneAscent Wealth Management
Alabama
$302K – – –
FFBTD
812
First Financial Bank - Trust Division
Ohio
$302K – – –
CWG
813
Cornerstone Wealth Group
North Carolina
$301K +$20.1K +145 +7%
AC
814
ASB Consultores
Florida
$300K +$300K +2,166 New
SSB
815
Sandy Spring Bank
Maryland
$299K +$832 +6 +0.3%
KAS
816
KPP Advisory Services
Kentucky
$298K +$1.66K +12 +0.6%
BDF
817
Black Diamond Financial
Maryland
$297K – – –
NWM
818
Northcape Wealth Management
New York
$297K – – –
SWM
819
StoneCrest Wealth Management
Arizona
$297K – – –
BCM
820
Brookstone Capital Management
Illinois
$297K +$32.5K +234 +12%
LWL
821
Leo Wealth LLC
Texas
$296K +$24.8K +177 +9%
LBC
822
Lowe Brockenbrough & Co
Virginia
$296K -$139K -1,000 -32%
SWA
823
SOA Wealth Advisors
New York
$295K +$1.11K +8 +0.4%
PFA
824
Pathway Financial Advisers
Indiana
$295K – – –
LWCFA
825
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$295K – – –
31 32
33
34 35