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Yum! Brands
YUM

Overview Fund Activity

1,204 hedge funds and large institutions have $30.6B invested in Yum! Brands in 2023 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 380 increasing their positions, 394 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,204
Holders Change
+84
Holders Change %
+7.5%
% of All Funds
17.65%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
175
Increased
380
Reduced
394
Closed
72
Calls
$297M
Puts
$225M
Net Calls
+$72.1M
Net Calls Change
+$26.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$459M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$174M
3
Capital World Investors
Capital World Investors
California
+$88.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$85M
5
EIP
Epoch Investment Partners
New York
+$84.9M

Top Sellers

1
DCP
D1 Capital Partners
New York
-$112M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$73.8M
3
MAM
Magellan Asset Management
Australia
-$51.2M
4
LFDLE
La Financiere de L'Echiquier
France
-$46.4M
5
Victory Capital Management
Victory Capital Management
Texas
-$43.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
851
Consolidated Planning Corp
Georgia
$257K – – –
BZWA
852
Blue Zone Wealth Advisors
California
$256K – – –
BFA
853
Buttonwood Financial Advisors
Maryland
$255K -$30K -230 -11%
APG
854
Abacus Planning Group
South Carolina
$255K -$12.8K -98 -5%
HH
855
Hilltop Holdings
Texas
$254K +$37.6K +288 +17%
EIA
856
Edgemoor Investment Advisors
Maryland
$254K – – –
CC
857
Centiva Capital
New York
$253K +$253K +1,940 New
OFG
858
OmniStar Financial Group
North Carolina
$252K -$1.7K -13 -0.7%
WIA
859
World Investment Advisors
California
$252K +$252K +1,928 New
BFEC
860
Benjamin F. Edwards & Company
Missouri
$250K +$182K +1,395 +269%
WP
861
WMS Partners
Maryland
$249K -$2.35K -18 -0.9%
BCM
862
Brookstone Capital Management
Illinois
$249K +$19.6K +150 +9%
SFP
863
Sweet Financial Partners
Minnesota
$248K – – –
LIA
864
LBMC Investment Advisors
Tennessee
$247K – – –
FL
865
Fort LP
Maryland
$246K -$12.8K -98 -5%
AC
866
Abbrea Capital
California
$246K – – –
CWM
867
Concentric Wealth Management
California
$244K +$244K +1,871 New
LNB
868
Ledyard National Bank
$244K – – –
SC
869
Solstein Capital
California
$242K – – –
CBFP
870
Cedar Brook Financial Partners
Ohio
$241K -$12.1K -94 -5%
CB
871
Centennial Bank
Arkansas
$241K – – –
HFM
872
Hartford Financial Management
Connecticut
$240K – – –
PWG
873
Portside Wealth Group
Utah
$239K +$14.8K +113 +7%
PFT
874
Providence First Trust
Arizona
$237K – – –
LFG
875
Larson Financial Group
Missouri
$237K +$71.2K +545 +43%
33 34
35
36 37