We are live on ! Find out more
YUM icon

Yum! Brands
YUM

1,087 hedge funds and large institutions have $28.5B invested in Yum! Brands in 2021 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 364 increasing their positions, 328 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

11% more repeat investments, than reductions

Existing positions increased: 364 | Existing positions reduced: 328

6% more capital invested

Capital invested by funds: $27B → $28.5B (+$1.53B)

1% more funds holding

Funds holding: 1,081 → 1,087 (+6)

0.11% more ownership

Funds ownership: 78.86% → 78.97% (+0.11%)

12% less call options, than puts

Call options by funds: $235M | Put options by funds: $267M

Holders
1,087
Holders Change
+6
Holders Change %
+0.56%
% of All Funds
19.03%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
87
Increased
364
Reduced
328
Closed
68
Calls
$235M
Puts
$267M
Net Calls
-$32M
Net Calls Change
-$55.7M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$224M
2
UBS AM
UBS AM
Illinois
+$130M
3
Renaissance Technologies
Renaissance Technologies
New York
+$85.9M
4
FWIA
Fort Washington Investment Advisors
Ohio
+$58.4M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$32.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$457M
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$102M
3
VanEck Associates
VanEck Associates
New York
-$91.2M
4
N
Nuveen
North Carolina
-$65.1M
5
MAM
Magellan Asset Management
Australia
-$64.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
851
Atlas Brown
Kentucky
$224K -$127 -1 -0.1%
AF
852
Allworth Financial
California
$221K +$1.14K +9 +0.5%
FBB
853
Fulton Breakefield Broenniman
Maryland
$219K -$25.4K -200 -10%
EGA
854
Eagle Global Advisors
Texas
$218K – – –
BDF
855
Black Diamond Financial
Maryland
$217K – – –
B
856
Bailard
California
$215K – – –
SAM
857
SignalPoint Asset Management
Missouri
$214K – – –
IFG
858
Independent Financial Group
California
$213K – – –
BIM
859
Bridges Investment Management
Nebraska
$213K -$12.7K -100 -5%
FAIM
860
Financial Advocates Investment Management
Washington
$213K +$231K +1,822 New
LWANC
861
Laurel Wealth Advisors (North Carolina)
North Carolina
$212K – – –
UCMOK
862
United Capital Management of KS
Kansas
$212K +$220K +1,731 New
PRS
863
Pinkerton Retirement Specialists
Idaho
$212K +$220K +1,733 New
ACM
864
Alta Capital Management
Utah
$212K +$221K +1,741 New
TWA
865
TCI Wealth Advisors
Arizona
$210K +$634 +5 +0.3%
CSIC
866
Clifford Swan Investment Counsel
California
$209K – – –
AIA
867
Armor Investment Advisors
North Carolina
$209K +$217K +1,710 New
SIM
868
Sonora Investment Management
Arizona
$208K – – –
PP
869
Patten & Patten
Tennessee
$208K +$216K +1,699 New
MSR
870
Main Street Research
Connecticut
$208K +$216K +1,701 New
MWM
871
Mission Wealth Management
California
$208K +$216K +1,703 New
RFA
872
Reilly Financial Advisors
California
$207K – – –
VCA
873
Verdence Capital Advisors
Maryland
$206K +$214K +1,687 New
SWA
874
Safir Wealth Advisors
New Hampshire
$205K +$212K +1,672 New
WAM
875
Weatherly Asset Management
California
$205K +$213K +1,679 New
33 34
35
36 37

YUM Hedge Fund Activity: Q3 2021 in Review

1,087 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2021, worth a combined $28.5B — up 5.7% from $27B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new YUM positions and 68 closed out — a net gain of 19 holders — while 364 added to existing stakes and 328 trimmed.

The largest buyer was Capital World Investors, adding an estimated $224M. The largest seller was JP Morgan Chase, cutting an estimated $457M.

  • 1,087 institutional investors held Yum! Brands (YUM) as of Q3 2021, up from 1,081 in Q2 2021.
  • Funds reported $28.5B of Yum! Brands stock for Q3 2021, up 5.7% quarter-over-quarter.
  • 87 funds opened new Yum! Brands positions in Q3 2021 and 68 closed out, a net change of +19 holders.
  • The largest Yum! Brands buyer in Q3 2021 was Capital World Investors, an estimated $224M added.
  • The largest Yum! Brands seller in Q3 2021 was JP Morgan Chase, an estimated $457M sold.

Based on aggregated 13F filings for Q3 2021.