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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 %
SIG
926
Spinnaker Investment Group
California
$210K – – –
SWM
927
Silverlake Wealth Management
Vermont
$210K – – –
GHA
928
GW Henssler & Associates
Georgia
$210K – – –
WHG
929
Westwood Holdings Group
Texas
$209K +$209K +1,600 New
CAM
930
Carret Asset Management
New York
$208K +$208K +1,592 New
PP
931
Patten & Patten
Tennessee
$208K +$208K +1,592 New
AC
932
Annandale Capital
Texas
$208K +$208K +1,595 New
A
933
AlphaQuest
New York
$207K +$207K +1,587 New
GP
934
Girard Partners
Pennsylvania
$207K -$11.9K -91 -5%
SCM
935
Schnieders Capital Management
California
$207K +$207K +1,585 New
WIA
936
Westbourne Investment Advisors
Maryland
$207K +$207K +1,585 New
LSA
937
Lion Street Advisors
Texas
$207K -$3.14K -24 -1%
IF
938
Intrua Financial
Texas
$206K -$33.7K -258 -14%
PIM
939
Penobscot Investment Management
Massachusetts
$206K +$206K +1,575 New
9WM
940
9258 Wealth Management
Ohio
$205K +$205K +1,572 New
GD
941
Grandfield & Dodd
New York
$205K +$205K +1,568 New
PCM
942
Pointe Capital Management
Michigan
$204K +$204K +1,562 New
SFO
943
Stokes Family Office
Louisiana
$204K -$6.79K -52 -3%
RSWA
944
Robinson Smith Wealth Advisors
Maine
$204K +$204K +1,558 New
FMTC
945
Farmers & Merchants Trust Company
California
$203K +$203K +1,557 New
TWA
946
TCI Wealth Advisors
Arizona
$203K +$203K +1,556 New
MG
947
Mather Group
Illinois
$203K +$203K +1,551 New
BIM
948
Bullseye Investment Management
Ohio
$203K +$203K +1,550 New
SF
949
Summit Financial
New Jersey
$202K -$13.6M -104,368 -99%
FG
950
Fiduciary Group
Georgia
$202K +$202K +1,544 New
36 37
38
39 40