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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
SFP
851
Sweet Financial Partners
Minnesota
$216K
AC
852
Abbrea Capital
California
$214K
MSR
853
Main Street Research
Connecticut
$214K
DBG
854
De Burlo Group
Massachusetts
$214K +$141K +1,211 +180%
AWAG
855
ARS Wealth Advisors Group
Florida
$213K +$218K +1,878 New
SIM
856
Sentry Investment Management
Wisconsin
$212K -$42.3K -364 -16%
VWM
857
Venturi Wealth Management
Texas
$212K -$22.9K -197 -10%
RWP
858
RWA Wealth Partners
Massachusetts
$211K
WP
859
WealthSource Partners
California
$210K -$54.3K -467 -20%
HFM
860
Hartford Financial Management
Connecticut
$209K
AB
861
Atlas Brown
Kentucky
$208K -$1.05K -9 -0.5%
PFWA
862
Paces Ferry Wealth Advisors
Georgia
$207K +$814 +7 +0.4%
GHA
863
GW Henssler & Associates
Georgia
$206K
CNB
864
Camden National Bank
Maine
$204K
WPC
865
White Pine Capital
Minnesota
$202K -$12.8K -110 -6%
EGA
866
Eagle Global Advisors
Texas
$202K +$207K +1,780 New
IFG
867
Independent Financial Group
California
$202K -$1.16K -10 -0.6%
GIA
868
Gateway Investment Advisers
Ohio
$200K +$205K +1,762 New
HIA
869
Harbor Investment Advisory
Maryland
$196K
LWANC
870
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K
S
871
Schroders
United Kingdom
$190K -$112K -962 -36%
TWA
872
TCI Wealth Advisors
Arizona
$183K +$116 +1 +0.1%
RE
873
RBC Europe
United Kingdom
$178K
WB
874
Webster Bank
Connecticut
$173K
TFS
875
TrustCore Financial Services
Tennessee
$171K +$698 +6 +0.4%

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.