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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
HCP
976
Hexagon Capital Partners
Arkansas
$146K
CNBTD
977
Citizens National Bank Trust Department
Mississippi
$143K
QC
978
Quent Capital
New York
$140K +$129 +1 +0.1%
WWP
979
WR Wealth Planners
Missouri
$140K +$59.7K +464 +78%
TIM
980
Tortoise Investment Management
New York
$139K
Group One Trading
981
Group One Trading
Illinois
$137K +$134K +1,040 New
SSC
982
Syverson Strege & Co
Iowa
$132K
BFPW
983
BOK Financial Private Wealth
Colorado
$132K
MMG
984
Monetary Management Group
Missouri
$132K
CIA
985
Cascade Investment Advisors
Oregon
$132K +$129K +1,000 New
MCM
986
Magnolia Capital Management
New York
$132K
Bank Julius Baer & Co
987
Bank Julius Baer & Co
Switzerland
$132K +$129K +999 New
CUAMC
988
China Universal Asset Management Company
China
$131K +$128K +992 New
BEI
989
Benjamin Edwards Inc
Missouri
$130K +$14.8K +115 +13%
AS
990
Altshuler Shaham
Israel
$130K +$126K +983 New
GWM
991
Geneos Wealth Management
Colorado
$127K -$25.7K -200 -17%
WSC
992
Wellington Shields & Co
New York
$125K -$129K -1,000 -51%
AI
993
AdvisorShares Investments
Maryland
$125K
SCA
994
Stonebridge Capital Advisors
Minnesota
$123K -$515 -4 -0.4%
WTA
995
Washington Trust Advisors
Massachusetts
$117K -$386 -3 -0.3%
PFG
996
Piershale Financial Group
Illinois
$116K +$643 +5 +0.6%
MFA
997
McClarren Financial Advisors
Pennsylvania
$116K +$386 +3 +0.3%
IAIM
998
International Assets Investment Management
Florida
$115K -$186K -1,449 -63%
GWSG
999
GPS Wealth Strategies Group
Colorado
$115K +$112K +869 New
BAAM
1000
Baker Avenue Asset Management
California
$114K +$386 +3 +0.3%

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.