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Yum! Brands
YUM

1,205 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $521M | Put options by funds: $299M

1% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 403

0.63% more ownership

Funds ownership: 84.98% → 85.61% (+0.63%)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

2% less funds holding

Funds holding: 1,235 → 1,205 (-30)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
1,205
Holders Change
-30
Holders Change %
-2.43%
% of All Funds
17.4%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
88
Increased
408
Reduced
403
Closed
104
Calls
$521M
Puts
$299M
Net Calls
+$222M
Net Calls Change
+$105M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$608M
2
Capital World Investors
Capital World Investors
California
+$217M
3
JP Morgan Chase
JP Morgan Chase
New York
+$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$106M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$336M
2
Victory Capital Management
Victory Capital Management
Texas
-$127M
3
HMP
HS Management Partners
New York
-$121M
4
Barclays
Barclays
United Kingdom
-$74.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
876
Country Club Bank
Missouri
$242K – – –
EP
877
Edgestream Partners
New Jersey
$241K +$250K +1,819 New
CA
878
CGN Advisors
Kansas
$240K – – –
C
879
CEDRUS
Colorado
$239K +$963 +7 +0.4%
AA
880
Addison Advisors
Vermont
$236K +$1.93K +14 +0.8%
CNB
881
Camden National Bank
Maine
$236K -$3.44K -25 -1%
PAMG
882
Patton Albertson Miller Group
Tennessee
$236K +$28.6K +208 +13%
EGA
883
Eagle Global Advisors
Texas
$236K – – –
OCM
884
One Capital Management
California
$236K +$245K +1,778 New
BFC
885
Blue Fin Capital
Rhode Island
$235K – – –
WBC
886
Westpac Banking Corp
Australia
$235K -$7.99M -58,044 -97%
KFGK
887
Keystone Financial Group (Kentucky)
Kentucky
$234K – – –
VDI
888
Vaughan David Investments
Illinois
$234K -$20.4K -148 -8%
CWM
889
Cornerstone Wealth Management
Missouri
$233K +$138 +1 +0.1%
PGFC
890
Peapack-Gladstone Financial Corp
New Jersey
$233K – – –
B
891
Bailard
California
$233K – – –
IBOK
892
Independence Bank of Kentucky
Kentucky
$232K -$33.7K -245 -12%
SWM
893
Silverlake Wealth Management
Vermont
$232K – – –
FFG
894
Frisch Financial Group
New York
$232K +$963 +7 +0.4%
SB
895
Strategic Blueprint
Georgia
$230K +$239K +1,733 New
CIAS
896
CFS Investment Advisory Services
New Jersey
$228K +$236K +1,718 New
CI
897
CX Institutional
Indiana
$227K -$4.82K -35 -2%
CFP
898
Cascade Financial Partners
California
$227K -$35K -254 -13%
PGIM
899
Pacific Global Investment Management
California
$227K -$826 -6 -0.3%
VWM
900
Venturi Wealth Management
Texas
$227K -$7.43K -54 -3%
34 35
36
37 38

YUM Hedge Fund Activity: Q2 2024 in Review

1,205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2024, worth a combined $31.9B — down 3.6% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of YUM and 88 opened new positions — a net loss of 16 holders — while 403 trimmed existing stakes and 408 added.

The largest buyer was Vanguard Group, adding an estimated $608M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $336M.

  • 1,205 institutional investors held Yum! Brands (YUM) as of Q2 2024, down from 1,235 in Q1 2024.
  • Funds reported $31.9B of Yum! Brands stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 88 funds opened new Yum! Brands positions in Q2 2024 and 104 closed out, a net change of -16 holders.
  • The largest Yum! Brands buyer in Q2 2024 was Vanguard Group, an estimated $608M added.
  • The largest Yum! Brands seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2024.