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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 %
BFA
951
Beaumont Financial Advisors
Massachusetts
$201K +$201K +1,537 New
BFPW
952
BOK Financial Private Wealth
Colorado
$198K – – –
PFBT
953
Parkside Financial Bank & Trust
Missouri
$198K -$3.66K -28 -2%
TF
954
Tompkins Financial
New York
$196K – – –
TIM
955
Tortoise Investment Management
New York
$193K +$3.53K +27 +2%
BWL
956
Bogart Wealth LLC
Virginia
$189K +$131 +1 +0.1%
EBA
957
Eagle Bay Advisors
New York
$189K -$41.5K -318 -18%
Kayne Anderson Rudnick Investment Management
958
Kayne Anderson Rudnick Investment Management
California
$187K +$1.31K +10 +0.7%
GEA
959
Glen Eagle Advisors
New Jersey
$187K – – –
CWM
960
Compass Wealth Management
Connecticut
$184K -$45.1K -345 -20%
EWA
961
EverSource Wealth Advisors
Alabama
$183K +$21K +161 +13%
GI
962
Gradient Investments
Minnesota
$181K -$392 -3 -0.2%
FMB
963
Field & Main Bank
Kentucky
$178K – – –
NS
964
NBC Securities
Alabama
$175K +$4.83K +37 +3%
BWM
965
Baystate Wealth Management
Massachusetts
$169K -$1.31K -10 -0.8%
PCM
966
Penserra Capital Management
California
$169K -$35.4K -272 -17%
CWM
967
Cranbrook Wealth Management
Michigan
$164K +$261 +2 +0.2%
AIM
968
Anchor Investment Management
South Carolina
$162K – – –
WB
969
Webster Bank
Connecticut
$161K -$26.1K -200 -14%
HPC
970
HM Payson & Co
Maine
$159K -$5.23K -40 -3%
CTC
971
Cetera Trust Company
Minnesota
$158K +$158K +1,206 New
LFASL
972
Lugano Financial Advisors SA (LFA)
Switzerland
$157K – – –
IBOK
973
Independence Bank of Kentucky
Kentucky
$157K +$157K +1,200 New
ITIM
974
Indiana Trust & Investment Management
Indiana
$155K – – –
JWA
975
JFS Wealth Advisors
Pennsylvania
$154K +$915 +7 +0.6%
37 38
39
40 41