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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
TF
951
Tompkins Financial
New York
$198K
AIP
952
Ahrens Investment Partners
Louisiana
$197K +$192K +1,493 New
Kayne Anderson Rudnick Investment Management
953
Kayne Anderson Rudnick Investment Management
California
$187K +$772 +6 +0.4%
GI
954
Gradient Investments
Minnesota
$181K -$11.5K -89 -6%
FMB
955
Field & Main Bank
Kentucky
$180K
BWM
956
Baystate Wealth Management
Massachusetts
$179K +$6.95K +54 +4%
GEA
957
Glen Eagle Advisors
New Jersey
$176K
EWA
958
EverSource Wealth Advisors
Alabama
$175K +$7.33K +57 +5%
AAS
959
Ameritas Advisory Services
Nebraska
$174K +$164K +1,275 New
CIM
960
Contravisory Investment Management
Massachusetts
$171K +$22.8K +177 +16%
JFGIW
961
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$169K -$46.3K -360 -22%
CWM
962
Cranbrook Wealth Management
Michigan
$165K +$257 +2 +0.2%
AIM
963
Anchor Investment Management
South Carolina
$163K
HB
964
Horizon Bancorp
Indiana
$161K -$5.4K -42 -3%
PFBT
965
Parkside Financial Bank & Trust
Missouri
$160K +$1.8K +14 +1%
BWL
966
Bogart Wealth LLC
Virginia
$159K +$129 +1 +0.1%
HCM
967
Highlander Capital Management
New Jersey
$158K
QPBE
968
Quintet Private Bank (Europe)
Luxembourg
$158K +$154K +1,195 New
JWA
969
JFS Wealth Advisors
Pennsylvania
$156K +$1.03K +8 +0.7%
IA
970
IFP Advisors
Florida
$154K -$170K -1,318 -41%
RP
971
Rowlandmiller & Partners
Georgia
$153K
CWP
972
Concord Wealth Partners
Virginia
$153K -$7.85K -61 -5%
CIA
973
Cape Investment Advisory
Georgia
$150K +$147K +1,139 New
AP
974
Arlington Partners
Alabama
$149K +$129K +1,000 +787%
PAG
975
Paladin Advisory Group
Iowa
$148K +$144K +1,121 New

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.