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Yum! Brands
YUM

1,259 hedge funds and large institutions have $32.2B invested in Yum! Brands in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 395 increasing their positions, 422 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $425M | Put options by funds: $204M

51% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 97

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 1,233 → 1,259 (+26)

0.41% more ownership

Funds ownership: 84.48% → 84.89% (+0.41%)

3% less capital invested

Capital invested by funds: $33.1B → $32.2B (-$858M)

6% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 422

Holders
1,259
Holders Change
+26
Holders Change %
+2.11%
% of All Funds
16.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
146
Increased
395
Reduced
422
Closed
97
Calls
$425M
Puts
$204M
Net Calls
+$221M
Net Calls Change
-$10M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$302M
2
Northern Trust
Northern Trust
Illinois
+$81.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$78M
4
JP Morgan Chase
JP Morgan Chase
New York
+$63.7M
5
CCM
Cantillon Capital Management
New York
+$61.2M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$211M
2
Victory Capital Management
Victory Capital Management
Texas
-$168M
3
SGA
Sustainable Growth Advisers
Connecticut
-$125M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$105M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
976
Plante Moran Financial Advisors
Michigan
$183K – – –
FMB
977
Field & Main Bank
Kentucky
$182K – – –
AIM
978
Anchor Investment Management
South Carolina
$178K – – –
WB
979
Webster Bank
Connecticut
$177K -$6.76K -50 -4%
SWA
980
SOA Wealth Advisors
New York
$174K -$97.8K -723 -36%
CWM
981
Cranbrook Wealth Management
Michigan
$173K +$271 +2 +0.2%
CSPIA
982
Cary Street Partners Investment Advisory
Virginia
$172K -$552K -4,080 -76%
LDB
983
Lee, Danner & Bass
Tennessee
$170K +$172K +1,270 New
CAL
984
Capital Analysts LLC
Pennsylvania
$169K +$3.38K +25 +2%
FFO
985
Fortitude Family Office
Arizona
$162K +$135K +1,000 +478%
CTC
986
Cetera Trust Company
Minnesota
$162K – – –
ITIM
987
Indiana Trust & Investment Management
Indiana
$160K – – –
JWA
988
JFS Wealth Advisors
Pennsylvania
$159K +$406 +3 +0.3%
RIL
989
Rothschild Investment LLC
Illinois
$159K -$271 -2 -0.2%
Federated Hermes
990
Federated Hermes
Pennsylvania
$154K -$7.98K -59 -5%
HCP
991
Hexagon Capital Partners
Arkansas
$153K +$7.71K +57 +5%
VNA
992
Valley National Advisers
Pennsylvania
$146K +$135 +1 +0.1%
SIM
993
Sentry Investment Management
Wisconsin
$145K +$102K +753 +227%
CNBTD
994
Citizens National Bank Trust Department
Mississippi
$145K – – –
MMG
995
Monetary Management Group
Missouri
$144K – – –
SC
996
Solstein Capital
California
$143K – – –
EBA
997
Eagle Bay Advisors
New York
$143K -$17.4K -129 -11%
FUBT
998
First United Bank & Trust
Maryland
$142K – – –
CWP
999
Concord Wealth Partners
Virginia
$134K – – –
Bank Julius Baer & Co
1000
Bank Julius Baer & Co
Switzerland
$134K +$8.39K +62 +7%
38 39
40
41 42

YUM Hedge Fund Activity: Q4 2024 in Review

1,259 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2024, worth a combined $32.2B — down 2.6% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new YUM positions and 97 closed out — a net gain of 49 holders — while 395 added to existing stakes and 422 trimmed.

The largest buyer was BlackRock, adding an estimated $302M. The largest seller was Capital World Investors, cutting an estimated $211M.

  • 1,259 institutional investors held Yum! Brands (YUM) as of Q4 2024, up from 1,233 in Q3 2024.
  • Funds reported $32.2B of Yum! Brands stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 146 funds opened new Yum! Brands positions in Q4 2024 and 97 closed out, a net change of +49 holders.
  • The largest Yum! Brands buyer in Q4 2024 was BlackRock, an estimated $302M added.
  • The largest Yum! Brands seller in Q4 2024 was Capital World Investors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.