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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
DnB Asset Management
76
DnB Asset Management
Norway
$47.5M -$553K -4,297 -1%
AllianceBernstein
77
AllianceBernstein
Tennessee
$47.5M -$1.47M -11,441 -3%
RJA
78
Raymond James & Associates
Florida
$46.9M -$320K -2,483 -0.7%
Principal Financial Group
79
Principal Financial Group
Iowa
$45.7M +$510K +3,965 +1%
Ameriprise
80
Ameriprise
Minnesota
$45.3M -$2.07M -16,081 -4%
CS
81
Credit Suisse
Switzerland
$44.7M -$3.75M -29,145 -8%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$44M
Korea Investment Corp
83
Korea Investment Corp
South Korea
$44M +$3.68M +28,597 +9%
Canada Life
84
Canada Life
Manitoba, Canada
$42.4M +$367K +2,853 +0.9%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$41M +$1.3M +10,066 +3%
PAMS
86
Pictet Asset Management (Switzerland)
Switzerland
$41M +$8.11M +62,988 +25%
WorldQuant Millennium Advisors
87
WorldQuant Millennium Advisors
New York
$40.6M +$7.26M +56,426 +23%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$39.8M -$28.2M -219,148 -42%
BA
89
Bridgewater Associates
Connecticut
$39.5M -$10.9M -84,439 -22%
MGCM
90
Mane Global Capital Management
New York
$39.1M +$14M +109,024 +58%
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$38.7M +$300K +2,330 +0.8%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$38.6M -$1.76M -13,652 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
93
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$35.6M -$7.57M -58,800 -18%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$33.2M -$963K -7,482 -3%
Citigroup
95
Citigroup
New York
$31.4M -$1.04M -8,044 -3%
Aviva
96
Aviva
United Kingdom
$31M +$637K +4,952 +2%
Corient Private Wealth
97
Corient Private Wealth
Florida
$29.2M +$942K +7,321 +3%
IG
98
ING Group
Netherlands
$29.1M +$14.3M +111,491 +102%
ECM
99
ExodusPoint Capital Management
New York
$29.1M +$13.8M +107,192 +95%
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$28.6M +$5.38M +41,836 +19%

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.