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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
GAG
851
GM Advisory Group
New York
$266K +$1.16K +9 +0.4%
BOH
852
Bank of Hawaii
Hawaii
$264K
MIM
853
Marco Investment Management
Georgia
$264K
FWCM
854
Ferguson Wellman Capital Management
Oregon
$264K
PP
855
Patten & Patten
Tennessee
$264K +$257K +1,995 New
BCM
856
Brookstone Capital Management
Illinois
$263K +$9.91K +77 +4%
HL
857
HeadInvest LLC
Maine
$262K -$2.57K -20 -1%
AWAG
858
ARS Wealth Advisors Group
Florida
$262K +$13K +101 +5%
VCA
859
Verdence Capital Advisors
Maryland
$262K +$36.2K +281 +17%
AWA
860
Arete Wealth Advisors
Illinois
$261K -$18.4K -143 -7%
FLPIM
861
F.L. Putnam Investment Management
Massachusetts
$261K -$43.5K -338 -15%
CFAM
862
Coury Firm Asset Management
Pennsylvania
$261K +$1.29K +10 +0.5%
FPCP
863
Fort Point Capital Partners
California
$260K +$26.1K +203 +11%
KTC
864
Kistler-Tiffany Companies
Pennsylvania
$260K
HCM
865
Hutchinson Capital Management
California
$259K +$257 +2 +0.1%
BZWA
866
Blue Zone Wealth Advisors
California
$258K
EIA
867
Edgemoor Investment Advisors
Maryland
$256K -$10.3K -80 -4%
WP
868
WMS Partners
Maryland
$256K -$30.4K -236 -11%
B
869
Bailard
California
$256K
CRWM
870
Castle Rock Wealth Management
California
$255K
OFG
871
OmniStar Financial Group
North Carolina
$255K -$174K -1,349 -41%
BFM
872
Boston Financial Management
Massachusetts
$254K -$180K -1,400 -42%
HAIM
873
Hunter Associates Investment Management
Pennsylvania
$251K +$25.9K +201 +12%
SFP
874
Sweet Financial Partners
Minnesota
$251K
AC
875
Abbrea Capital
California
$249K

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.