We are live on ! Find out more
YUM icon

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
BC
926
Brookfield Corp
Ontario, Canada
$218K -$2.56M -19,888 -92%
SFP
927
Shepherd Financial Partners
Massachusetts
$216K +$386 +3 +0.2%
SFO
928
Stokes Family Office
Louisiana
$215K -$5.66K -44 -3%
MWA
929
Meridian Wealth Advisors
Texas
$214K +$257 +2 +0.1%
SIG
930
Spinnaker Investment Group
California
$214K
GIA
931
Gateway Investment Advisers
Ohio
$213K -$9.65K -75 -4%
FCBT
932
First Citizens Bank & Trust
North Carolina
$213K -$6.95K -54 -3%
SWM
933
Silverlake Wealth Management
Vermont
$212K
BG
934
Bahl & Gaynor
Ohio
$212K -$4.89K -38 -2%
WHG
935
Westwood Holdings Group
Texas
$211K -$583K -4,528 -74%
MGIA
936
Moneta Group Investment Advisors
Missouri
$209K +$3.73K +29 +2%
SCM
937
Schnieders Capital Management
California
$209K +$204K +1,585 New
WIA
938
Westbourne Investment Advisors
Maryland
$209K
CAM
939
Carret Asset Management
New York
$209K +$129 +1 +0.1%
TWA
940
TCI Wealth Advisors
Arizona
$208K -$129 -1 -0.1%
ATPW
941
Ashton Thomas Private Wealth
Arizona
$208K +$202K +1,572 New
GD
942
Grandfield & Dodd
New York
$207K
FMTC
943
Farmers & Merchants Trust Company
California
$206K +$200K +1,557 New
BFA
944
Beaumont Financial Advisors
Massachusetts
$203K +$198K +1,536 New
EWA
945
EP Wealth Advisors
California
$202K -$174K -1,352 -11%
TPCW
946
TD Private Client Wealth
New York
$202K +$3.99K +31 +2%
EBA
947
Eagle Bay Advisors
New York
$200K -$30.2K -235 -13%
AG
948
Algert Global
California
$200K -$575K -4,467 -75%
AA
949
Addison Advisors
Vermont
$199K +$6.3K +49 +3%
QCG
950
Quadrant Capital Group
Ohio
$199K -$6.95K -54 -3%

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.