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Yum! Brands
YUM

1,176 hedge funds and large institutions have $28.3B invested in Yum! Brands in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 57

63% more call options, than puts

Call options by funds: $220M | Put options by funds: $134M

20% more capital invested

Capital invested by funds: $23.5B → $28.3B (+$4.78B)

10% more funds holding

Funds holding: 1,073 → 1,176 (+103)

5% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 361

0.22% more ownership

Funds ownership: 77.78% → 77.99% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
1,176
Holders Change
+103
Holders Change %
+9.6%
% of All Funds
18.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
185
Increased
378
Reduced
361
Closed
57
Calls
$220M
Puts
$134M
Net Calls
+$85.2M
Net Calls Change
+$46.8M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$451M
2
Millennium Management
Millennium Management
New York
+$200M
3
Two Sigma Investments
Two Sigma Investments
New York
+$144M
4
HMP
HS Management Partners
New York
+$95.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$90.7M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$685M
2
MAM
Magellan Asset Management
Australia
-$334M
3
SCP
Soroban Capital Partners
New York
-$227M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$211M
5
Holocene Advisors
Holocene Advisors
New York
-$60.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
851
Cardiff Park Advisors
California
$262K -$3.15K -26 -1%
OCBCO
852
Oversea-Chinese Banking Corp (OCBC)
Singapore
$261K +$246K +2,034 New
LFAS
853
Level Four Advisory Services
Texas
$260K +$246K +2,028 New
HTC
854
Haverford Trust Company
Pennsylvania
$259K – – –
EIA
855
Edgemoor Investment Advisors
Maryland
$259K – – –
PFA
856
Pure Financial Advisors
California
$259K +$2.06K +17 +0.8%
CWG
857
Cornerstone Wealth Group
North Carolina
$257K +$5.09K +42 +2%
HL
858
HeadInvest LLC
Maine
$257K -$606 -5 -0.2%
GAG
859
GM Advisory Group
New York
$257K +$1.09K +9 +0.5%
BOH
860
Bank of Hawaii
Hawaii
$256K +$242K +2,001 New
MIM
861
Marco Investment Management
Georgia
$256K – – –
FWCM
862
Ferguson Wellman Capital Management
Oregon
$256K +$242K +1,995 New
CPC
863
Consolidated Planning Corp
Georgia
$255K – – –
SPP
864
Single Point Partners
Massachusetts
$254K -$8.72K -72 -4%
KTC
865
Kistler-Tiffany Companies
Pennsylvania
$252K – – –
CFAM
866
Coury Firm Asset Management
Pennsylvania
$251K +$969 +8 +0.4%
HCM
867
Hutchinson Capital Management
California
$251K +$121 +1 +0.1%
BZWA
868
Blue Zone Wealth Advisors
California
$251K – – –
CPIG
869
Chicago Partners Investment Group
Illinois
$250K +$969 +8 +0.4%
WSC
870
Wellington Shields & Co
New York
$250K – – –
PI
871
PEAK6 Investments
Illinois
$249K +$236K +1,946 New
B
872
Bailard
California
$248K – – –
WTB
873
Washington Trust Bank
Washington
$246K -$84.8K -700 -27%
FNFDCM
874
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$246K – – –
SFP
875
Sweet Financial Partners
Minnesota
$243K – – –
33 34
35
36 37

YUM Hedge Fund Activity: Q4 2022 in Review

1,176 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2022, worth a combined $28.3B — up 20% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new YUM positions and 57 closed out — a net gain of 128 holders — while 378 added to existing stakes and 361 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $451M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $685M.

  • 1,176 institutional investors held Yum! Brands (YUM) as of Q4 2022, up from 1,073 in Q3 2022.
  • Funds reported $28.3B of Yum! Brands stock for Q4 2022, up 20% quarter-over-quarter.
  • 185 funds opened new Yum! Brands positions in Q4 2022 and 57 closed out, a net change of +128 holders.
  • The largest Yum! Brands buyer in Q4 2022 was JP Morgan Chase, an estimated $451M added.
  • The largest Yum! Brands seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $685M sold.

Based on aggregated 13F filings for Q4 2022.