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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
OA
826
Oxbow Advisors
Texas
$289K
PL
827
Plancorp LLC
Missouri
$289K +$772 +6 +0.3%
SVWAG
828
Sound View Wealth Advisors Group
Georgia
$289K -$8.11K -63 -3%
SWA
829
SOA Wealth Advisors
New York
$288K -$515 -4 -0.2%
SIS
830
Sound Income Strategies
Florida
$288K
FFBTD
831
First Financial Bank - Trust Division
Ohio
$287K
OWM
832
OneAscent Wealth Management
Alabama
$287K
BFC
833
Blue Fin Capital
Rhode Island
$286K -$10.2K -79 -4%
TNA
834
True North Advisors
Texas
$285K
CFA
835
Capstone Financial Advisors
Illinois
$285K
BLC
836
Brown, Lisle/Cummings
Rhode Island
$284K
VAS
837
Vestmark Advisory Solutions
Massachusetts
$284K +$9.01K +70 +3%
NWM
838
Northcape Wealth Management
New York
$283K +$276K +2,143 New
VDI
839
Vaughan David Investments
Illinois
$282K -$12.9K -100 -4%
FIM
840
Freedom Investment Management
Connecticut
$281K -$93.5K -727 -25%
CI
841
CX Institutional
Indiana
$281K -$3.7M -28,737 -93%
PFA
842
Pathway Financial Advisers
Indiana
$281K +$129 +1 +0%
PWP
843
Principle Wealth Partners
Connecticut
$280K
NHC
844
Nicholas Hoffman & Company
Georgia
$276K +$129 +1 +0%
PCS
845
Personal CFO Solutions
New Jersey
$272K +$265K +2,058 New
CA
846
Carson Advisory
Georgia
$272K
APG
847
Abacus Planning Group
South Carolina
$270K +$257 +2 +0.1%
CPA
848
Cardiff Park Advisors
California
$270K
CPIG
849
Chicago Partners Investment Group
Illinois
$269K +$643 +5 +0.3%
CWG
850
Cornerstone Wealth Group
North Carolina
$267K +$1.67K +13 +0.6%

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.