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Yum! Brands
YUM

1,205 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $521M | Put options by funds: $299M

1% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 403

0.63% more ownership

Funds ownership: 84.98% → 85.61% (+0.63%)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

2% less funds holding

Funds holding: 1,235 → 1,205 (-30)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
1,205
Holders Change
-30
Holders Change %
-2.43%
% of All Funds
17.4%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
88
Increased
408
Reduced
403
Closed
104
Calls
$521M
Puts
$299M
Net Calls
+$222M
Net Calls Change
+$105M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$608M
2
Capital World Investors
Capital World Investors
California
+$217M
3
JP Morgan Chase
JP Morgan Chase
New York
+$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$106M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$336M
2
Victory Capital Management
Victory Capital Management
Texas
-$127M
3
HMP
HS Management Partners
New York
-$121M
4
Barclays
Barclays
United Kingdom
-$74.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
826
Crestwood Advisors Group
Massachusetts
$271K +$281K +2,043 New
CPA
827
Cardiff Park Advisors
California
$271K – – –
PP
828
PDS Planning
Ohio
$270K +$37.4K +272 +15%
SPC
829
Sigma Planning Corp
Michigan
$270K +$11.7K +85 +4%
PWG
830
Portside Wealth Group
Utah
$269K +$8.67K +63 +3%
NAS
831
Nicolet Advisory Services
Wisconsin
$269K -$8.4K -61 -3%
HAIM
832
Hunter Associates Investment Management
Pennsylvania
$268K – – –
GIA
833
Gladstone Institutional Advisory
Florida
$267K +$413 +3 +0.1%
GA
834
Geller Advisors
New York
$267K -$275 -2 -0.1%
SF
835
Summit Financial
New Jersey
$267K +$277K +2,015 New
HI
836
Hendershot Investments
Virginia
$267K – – –
VCA
837
Verdence Capital Advisors
Maryland
$266K +$1.38K +10 +0.5%
IA
838
IFG Advisory
Georgia
$266K +$276K +2,007 New
AC
839
Avestar Capital
New York
$265K +$67.7K +492 +33%
WTB
840
Washington Trust Bank
Washington
$265K -$33.6K -244 -11%
WP
841
WMS Partners
Maryland
$263K +$10.2K +74 +4%
SIS
842
Sound Income Strategies
Florida
$262K -$1.38K -10 -0.5%
HCM
843
Hutchinson Capital Management
California
$261K – – –
CIC
844
Carnegie Investment Counsel
Ohio
$261K -$12.9K -94 -5%
KA
845
Klingman & Associates
New York
$261K +$271K +1,969 New
AFO
846
Arrowroot Family Office
California
$260K -$3.03K -22 -1%
PCM
847
Pointe Capital Management
Michigan
$260K – – –
TPCW
848
TD Private Client Wealth
New York
$259K -$16.8K -122 -6%
BZWA
849
Blue Zone Wealth Advisors
California
$259K – – –
BFA
850
Buttonwood Financial Advisors
Maryland
$259K – – –
32 33
34
35 36

YUM Hedge Fund Activity: Q2 2024 in Review

1,205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2024, worth a combined $31.9B — down 3.6% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of YUM and 88 opened new positions — a net loss of 16 holders — while 403 trimmed existing stakes and 408 added.

The largest buyer was Vanguard Group, adding an estimated $608M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $336M.

  • 1,205 institutional investors held Yum! Brands (YUM) as of Q2 2024, down from 1,235 in Q1 2024.
  • Funds reported $31.9B of Yum! Brands stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 88 funds opened new Yum! Brands positions in Q2 2024 and 104 closed out, a net change of -16 holders.
  • The largest Yum! Brands buyer in Q2 2024 was Vanguard Group, an estimated $608M added.
  • The largest Yum! Brands seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2024.