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Yum! Brands
YUM

1,205 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $521M | Put options by funds: $299M

1% more repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 403

0.63% more ownership

Funds ownership: 84.98% → 85.61% (+0.63%)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

2% less funds holding

Funds holding: 1,235 → 1,205 (-30)

15% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 104

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
1,205
Holders Change
-30
Holders Change %
-2.43%
% of All Funds
17.4%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
88
Increased
408
Reduced
403
Closed
104
Calls
$521M
Puts
$299M
Net Calls
+$222M
Net Calls Change
+$105M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$608M
2
Capital World Investors
Capital World Investors
California
+$217M
3
JP Morgan Chase
JP Morgan Chase
New York
+$124M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$110M
5
Citadel Advisors
Citadel Advisors
Florida
+$106M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$336M
2
Victory Capital Management
Victory Capital Management
Texas
-$127M
3
HMP
HS Management Partners
New York
-$121M
4
Barclays
Barclays
United Kingdom
-$74.7M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
951
Ashton Thomas Private Wealth
Arizona
$192K -$116K -844 -37%
BWL
952
Bogart Wealth LLC
Virginia
$192K +$138 +1 +0.1%
Kayne Anderson Rudnick Investment Management
953
Kayne Anderson Rudnick Investment Management
California
$188K +$1.51K +11 +0.8%
CWM
954
Compass Wealth Management
Connecticut
$187K – – –
BFEC
955
Benjamin F. Edwards & Company
Missouri
$186K -$57.1K -415 -23%
GEA
956
Glen Eagle Advisors
New Jersey
$185K -$13.8K -100 -7%
GI
957
Gradient Investments
Minnesota
$182K +$56.3K +409 +42%
PMFA
958
Plante Moran Financial Advisors
Michigan
$181K – – –
FMB
959
Field & Main Bank
Kentucky
$180K – – –
NS
960
NBC Securities
Alabama
$171K – – –
CWM
961
Cranbrook Wealth Management
Michigan
$167K +$275 +2 +0.2%
GRP
962
Global Retirement Partners
California
$164K +$74.6K +542 +78%
AIM
963
Anchor Investment Management
South Carolina
$164K – – –
WB
964
Webster Bank
Connecticut
$163K – – –
RIL
965
Rothschild Investment LLC
Illinois
$163K +$9.63K +70 +6%
HPC
966
HM Payson & Co
Maine
$161K -$15.1K -110 -8%
CTC
967
Cetera Trust Company
Minnesota
$160K – – –
ITIM
968
Indiana Trust & Investment Management
Indiana
$158K – – –
JWA
969
JFS Wealth Advisors
Pennsylvania
$157K +$138 +1 +0.1%
CAL
970
Capital Analysts LLC
Pennsylvania
$151K -$5.23K -38 -3%
CNBTD
971
Citizens National Bank Trust Department
Mississippi
$143K – – –
HCP
972
Hexagon Capital Partners
Arkansas
$143K +$6.19K +45 +4%
GWM
973
Geneos Wealth Management
Colorado
$142K +$20.6K +150 +16%
SC
974
Solstein Capital
California
$142K -$107K -780 -42%
FUBT
975
First United Bank & Trust
Maryland
$140K – – –
37 38
39
40 41

YUM Hedge Fund Activity: Q2 2024 in Review

1,205 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2024, worth a combined $31.9B — down 3.6% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of YUM and 88 opened new positions — a net loss of 16 holders — while 403 trimmed existing stakes and 408 added.

The largest buyer was Vanguard Group, adding an estimated $608M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $336M.

  • 1,205 institutional investors held Yum! Brands (YUM) as of Q2 2024, down from 1,235 in Q1 2024.
  • Funds reported $31.9B of Yum! Brands stock for Q2 2024, down 3.6% quarter-over-quarter.
  • 88 funds opened new Yum! Brands positions in Q2 2024 and 104 closed out, a net change of -16 holders.
  • The largest Yum! Brands buyer in Q2 2024 was Vanguard Group, an estimated $608M added.
  • The largest Yum! Brands seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2024.