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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
CWP
876
Concord Wealth Partners
Virginia
$170K -$1.4K -12 -0.8%
TF
877
Tompkins Financial
New York
$170K
AIP
878
Ahrens Investment Partners
Louisiana
$169K
QPBE
879
Quintet Private Bank (Europe)
Luxembourg
$166K +$141K +1,209 New
AIM
880
Anchor Investment Management
South Carolina
$163K -$23.3K -200 -12%
GEA
881
Glen Eagle Advisors
New Jersey
$163K +$11.6K +100 +7%
QCG
882
Quadrant Capital Group
Ohio
$160K +$38.1K +328 +30%
TPCW
883
TD Private Client Wealth
New York
$157K +$5K +43 +3%
HI
884
Hudock Inc
Pennsylvania
$156K +$465 +4 +0.3%
FMB
885
Field & Main Bank
Kentucky
$154K +$93K +800 +143%
GI
886
Gradient Investments
Minnesota
$151K +$116 +1 +0.1%
EWA
887
EverSource Wealth Advisors
Alabama
$149K +$64.2K +552 +73%
BWM
888
Baystate Wealth Management
Massachusetts
$148K +$116 +1 +0.1%
WTA
889
Washington Trust Advisors
Massachusetts
$147K -$233K -2,001 -61%
TAIM
890
TD Ameritrade Investment Management
Nebraska
$147K -$23.9K -206 -14%
CFGS
891
Concourse Financial Group Securities
Alabama
$146K -$28.8K -248 -16%
CWM
892
Cranbrook Wealth Management
Michigan
$141K +$233 +2 +0.2%
Kayne Anderson Rudnick Investment Management
893
Kayne Anderson Rudnick Investment Management
California
$141K +$581 +5 +0.4%
CIA
894
Cascade Investment Advisors
Oregon
$136K
HCM
895
Highlander Capital Management
New Jersey
$136K
PCG
896
Private Capital Group
Connecticut
$136K +$2.21K +19 +2%
SFG
897
Steward Financial Group
Texas
$136K +$10.2K +88 +8%
BWL
898
Bogart Wealth LLC
Virginia
$136K +$38.4K +330 +38%
PFBT
899
Parkside Financial Bank & Trust
Missouri
$136K +$60.3K +519 +77%
AIL
900
AGF Investments LLC
Ontario, Canada
$134K -$311K -2,673 -69%

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.