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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
WPC
901
White Pine Capital
Minnesota
$231K
MHS
902
M Holdings Securities
Oregon
$231K +$17.1K +133 +8%
CSIC
903
Clifford Swan Investment Counsel
California
$229K -$3.22K -25 -1%
FMLI
904
Fukoku Mutual Life Insurance
Japan
$229K
PRS
905
Pinkerton Retirement Specialists
Idaho
$229K
HIA
906
Harbor Investment Advisory
Maryland
$228K -$1.03K -8 -0.5%
WB
907
Webster Bank
Connecticut
$228K
FNFDCM
908
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$228K -$24.8K -193 -10%
PWM
909
PBMares Wealth Management
Virginia
$227K
MFS
910
McNamara Financial Services
Massachusetts
$227K +$1.03K +8 +0.5%
Marshall Wace
911
Marshall Wace
United Kingdom
$225K -$9.55M -74,186 -98%
RWP
912
RWA Wealth Partners
Massachusetts
$225K
MSR
913
Main Street Research
Connecticut
$225K
TBNY
914
Trustco Bank (New York)
New York
$224K
OTL
915
Oak Thistle LLC
New York
$223K +$218K +1,692 New
CWM
916
Cornerstone Wealth Management
Missouri
$222K +$216K +1,682 New
ISL
917
Ingalls & Snyder LLC
New York
$222K -$51.5K -400 -19%
GIA
918
Guyasuta Investment Advisors
Pennsylvania
$222K
GP
919
Girard Partners
Pennsylvania
$222K
PCMC
920
Private Capital Management (Colorado)
Colorado
$221K -$59.7K -464 -22%
LWANC
921
Laurel Wealth Advisors (North Carolina)
North Carolina
$221K
AAM
922
Aureus Asset Management
Massachusetts
$220K
Point72 Asset Management
923
Point72 Asset Management
Connecticut
$219K -$138M -1,073,844 -100%
VWM
924
Venturi Wealth Management
Texas
$218K -$16.1K -125 -7%
MIS
925
Morningstar Investment Services
Illinois
$218K -$159K -1,237 -42%

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.