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Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
951
Benjamin F. Edwards & Company
Missouri
$64K +$34.9K +300 +115%
TFGT
952
TS Financial Group (TSFG)
Illinois
$60K -$3.14K -27 -5%
VC
953
Vestor Capital
Illinois
$60K
GWS
954
Glassman Wealth Services
Virginia
$58K -$5.12K -44 -8%
EL
955
EMFO LLC
Florida
$57K
HDIM
956
Hanson & Doremus Investment Management
Vermont
$57K
RDFA
957
Ritter Daniher Financial Advisory
Ohio
$57K
BDWM
958
Brewin Dolphin Wealth Management
Ireland
$57K +$28.5K +245 +100%
Bank of Montreal
959
Bank of Montreal
Ontario, Canada
$56.9K +$14M +120,110 +33%
NSB
960
Norway Savings Bank
Maine
$56K
TAM
961
Tucker Asset Management
Colorado
$54.7K
Jones Financial Companies
962
Jones Financial Companies
Missouri
$54K +$7.91K +68 +17%
AIC
963
Archer Investment Corporation
Indiana
$53.9K -$4.65K -40 -8%
AFG
964
Albion Financial Group
Utah
$52K -$37.3K -321 -41%
MCM
965
MV Capital Management
Maryland
$52K -$1.63K -14 -3%
MTIC
966
Missouri Trust & Investment Company
Missouri
$52K
LS
967
Livforsakringsbolaget Skandia
Sweden
$51K -$221K -1,900 -81%
PO
968
Private Ocean
California
$50K
SC
969
Solstein Capital
California
$50K
FCMT
970
Founders Capital Management (Texas)
Texas
$49K -$10.5K -90 -17%
CFO
971
CVA Family Office
Colorado
$49K +$18K +155 +55%
HBW
972
Hazlett, Burt & Watson
West Virginia
$48K
GRP
973
Global Retirement Partners
California
$47K +$814 +7 +2%
CPFP
974
Clear Perspectives Financial Planning
Ohio
$45K
M
975
MOTCO
Texas
$45K

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.