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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 %
GIA
901
Gateway Investment Advisers
Ohio
$226K -$7.06K -54 -3%
TWM
902
Trueblood Wealth Management
Ohio
$225K +$225K +1,725 New
HIA
903
Harbor Investment Advisory
Maryland
$223K – – –
TBNY
904
Trustco Bank (New York)
New York
$223K +$223K +1,709 New
AA
905
Addison Advisors
Vermont
$222K +$11K +84 +5%
FLPIM
906
F.L. Putnam Investment Management
Massachusetts
$222K -$1.57K -12 -0.7%
CWM
907
Calamos Wealth Management
Illinois
$221K +$10.5K +80 +5%
DWM
908
Dechtman Wealth Management
Colorado
$221K +$130 +1 +0.1%
ISL
909
Ingalls & Snyder LLC
New York
$220K – – –
AWAG
910
ARS Wealth Advisors Group
Florida
$220K -$39.1K -299 -15%
SCA
911
Sandy Cove Advisors
Massachusetts
$220K +$220K +1,682 New
GIA
912
Guyasuta Investment Advisors
Pennsylvania
$220K – – –
DGAM
913
Desjardins Global Asset Management
Quebec, Canada
$219K -$1.58M -12,070 -88%
LWANC
914
Laurel Wealth Advisors (North Carolina)
North Carolina
$218K – – –
NPFS
915
Novak & Powell Financial Services
Florida
$218K +$218K +1,670 New
EWA
916
Elevate Wealth Advisory
Georgia
$218K +$218K +1,668 New
AAM
917
Aureus Asset Management
Massachusetts
$218K – – –
CI
918
CX Institutional
Indiana
$217K -$28.3K -217 -12%
FPAS
919
Focus Partners Advisor Solutions
Missouri
$217K -$301K -2,306 -58%
VWM
920
Venturi Wealth Management
Texas
$215K +$2.48K +19 +1%
CSIC
921
Clifford Swan Investment Counsel
California
$215K – – –
MCM
922
Monument Capital Management
Virginia
$213K -$26.1K -200 -11%
AAS
923
Ameritas Advisory Services
Nebraska
$211K +$211K +1,616 New
BWP
924
Barlow Wealth Partners
Kentucky
$211K +$211K +1,617 New
CRWM
925
Castle Rock Wealth Management
California
$211K +$211K +1,655 New
35 36
37
38 39