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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
GAG
826
GM Advisory Group
New York
$227K
LCM
827
LVM Capital Management
Michigan
$227K
MIM
828
Marco Investment Management
Georgia
$227K
CAM
829
Carret Asset Management
New York
$227K +$116 +1 +0%
CRI
830
Colonial River Investments
Virginia
$227K +$233K +2,000 New
CPC
831
Consolidated Planning Corp
Georgia
$226K
VFP
832
Verus Financial Partners
Virginia
$226K +$814 +7 +0.4%
LNB
833
Ledyard National Bank
$225K +$4.65K +40 +2%
JFGIW
834
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$224K -$11.6K -100 -5%
CFAM
835
Coury Firm Asset Management
Pennsylvania
$224K -$1.74K -15 -0.8%
PRC
836
Pearl River Capital
Michigan
$223K -$742K -6,384 -76%
KTC
837
Kistler-Tiffany Companies
Pennsylvania
$223K
CIBC World Market
838
CIBC World Market
Ontario, Canada
$222K -$590K -5,077 -72%
BZWA
839
Blue Zone Wealth Advisors
California
$222K
HCM
840
Hutchinson Capital Management
California
$222K
MC
841
Maverick Capital
Texas
$222K +$227K +1,952 New
RIL
842
Rothschild Investment LLC
Illinois
$221K
WSC
843
Wellington Shields & Co
New York
$221K
WP
844
WMS Partners
Maryland
$221K
AWS
845
Atria Wealth Solutions
New York
$220K -$5.84M -50,239 -96%
SSA
846
Schonfeld Strategic Advisors
New York
$220K -$4.77M -41,063 -95%
PNC
847
Park National Corp
Ohio
$220K +$233 +2 +0.1%
FNBT
848
FineMark National Bank & Trust
Florida
$219K -$37K -318 -14%
FNFDCM
849
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$218K -$34.3K -295 -13%
CRWM
850
Castle Rock Wealth Management
California
$218K

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.