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Yum! Brands
YUM

Overview Fund Activity

1,227 hedge funds and large institutions have $33.1B invested in Yum! Brands in 2024 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 414 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+23
Holders Change %
+1.91%
% of All Funds
17.79%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
111
Increased
394
Reduced
414
Closed
76
Calls
$351M
Puts
$234M
Net Calls
+$118M
Net Calls Change
+$45.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$777M
2
Capital World Investors
Capital World Investors
California
+$481M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$267M
4
CCM
Cantillon Capital Management
New York
+$201M
5
Capital International Investors
Capital International Investors
California
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$415M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$377M
3
Newport Trust Company
Newport Trust Company
District of Columbia
-$163M
4
SCM
Steadfast Capital Management
New York
-$160M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
901
Venturi Wealth Management
Texas
$245K +$16.5K +119 +7%
RWP
902
Reliant Wealth Planning
Kentucky
$244K +$244K +1,761 New
CWM
903
Cornerstone Wealth Management
Missouri
$244K +$277 +2 +0.1%
PGFC
904
Peapack-Gladstone Financial Corp
New Jersey
$244K -$1.8K -13 -0.7%
B
905
Bailard
California
$244K – – –
SWM
906
Silverlake Wealth Management
Vermont
$243K +$20.8K +150 +9%
CI
907
CX Institutional
Indiana
$243K +$12.2K +88 +5%
NG
908
Norden Group
Utah
$243K +$243K +1,749 New
FFG
909
Frisch Financial Group
New York
$242K +$1.11K +8 +0.5%
FL
910
Fort LP
Maryland
$241K -$20.9K -151 -8%
FMLI
911
Fukoku Mutual Life Insurance
Japan
$240K – – –
FCP
912
Fidelis Capital Partners
Florida
$240K +$240K +1,731 New
VIM
913
Vinva Investment Management
Australia
$240K -$1.11M -7,991 -82%
PGIM
914
Pacific Global Investment Management
California
$238K -$3.88K -28 -2%
HIA
915
Harbor Investment Advisory
Maryland
$237K – – –
PCMC
916
Private Capital Management (Colorado)
Colorado
$236K -$8.04K -58 -3%
DWM
917
Dechtman Wealth Management
Colorado
$236K +$139 +1 +0.1%
NPFS
918
Novak & Powell Financial Services
Florida
$232K +$139 +1 +0.1%
LWANC
919
Laurel Wealth Advisors (North Carolina)
North Carolina
$232K – – –
TBNY
920
Trustco Bank (New York)
New York
$231K -$5.55K -40 -2%
AAM
921
Aureus Asset Management
Massachusetts
$231K – – –
SCM
922
Shelton Capital Management
Colorado
$230K -$13.9K -100 -6%
CSIC
923
Clifford Swan Investment Counsel
California
$228K – – –
PFWA
924
Paces Ferry Wealth Advisors
Georgia
$228K -$12.9K -93 -5%
APG
925
Abacus Planning Group
South Carolina
$227K -$43.4K -313 -16%
35 36
37
38 39