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Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
1001
Sargent Bickham Lagudis
Colorado
$27K +$3.02K +26 +12%
CP
1002
Castleview Partners
Texas
$26.2K
BWA
1003
BDO Wealth Advisors
Florida
$26K -$3.25K -28 -11%
BAM
1004
Baldrige Asset Management
Pennsylvania
$26K
CB
1005
CNB Bank
Pennsylvania
$25K
SIS
1006
Sound Income Strategies
Florida
$25K
MIFH
1007
Migdal Insurance & Financial Holdings
Israel
$25K +$2.33K +20 +10%
VCM
1008
Vigilant Capital Management
Maine
$25K +$25.7K +221 New
LSA
1009
Lansing Street Advisors
Pennsylvania
$24K +$116 +1 +0.5%
GIA
1010
Goodwin Investment Advisory
Georgia
$23.6K -$17.6K -151 -42%
AWM
1011
Accel Wealth Management
Iowa
$22K
GI
1012
GS Investments
Minnesota
$21K
PWMG
1013
Prestige Wealth Management Group
New Jersey
$21K
MPWT
1014
MassMutual Private Wealth & Trust
Connecticut
$21K +$8.02K +69 +58%
PCTC
1015
Perkins Coie Trust Company
Washington
$20K -$58.8K -506 -74%
CWM
1016
Curi Wealth Management
North Carolina
$20K
IWP
1017
IAG Wealth Partners
Wisconsin
$20K
DWA
1018
Delos Wealth Advisors
Texas
$19K
TFM
1019
TFC Financial Management
Massachusetts
$19K
HFS
1020
Heritage Financial Services
Massachusetts
$19K +$20.3K +175 New
WPA
1021
West Paces Advisors
Georgia
$18.2K
AFS
1022
Annapolis Financial Services
Maryland
$18K
FFC
1023
First Financial Corp
Indiana
$18K
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$18K
MA
1025
MCF Advisors
Kentucky
$18K

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.