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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
HPC
1001
HM Payson & Co
Maine
$113K -$1.8K -14 -2%
SN
1002
Sittner & Nelson
Oregon
$110K +$257 +2 +0.2%
CAL
1003
Capital Advisors Ltd
Ohio
$108K
AA
1004
Alta Advisers
United Kingdom
$106K
ATC
1005
Adirondack Trust Company
New York
$103K
BFEC
1006
Benjamin F. Edwards & Company
Missouri
$103K +$16.3K +127 +19%
IWP
1007
Icon Wealth Partners
Texas
$102K +$99.5K +773 New
MWC
1008
MBM Wealth Consultants
Missouri
$101K
LFG
1009
Larson Financial Group
Missouri
$98.2K +$386 +3 +0.4%
NHT
1010
New Hampshire Trust
New Hampshire
$96.4K
MHR
1011
Matthew Hamilton Rosenberg
$95.9K
EI
1012
Ellevest Inc
New York
$95.6K -$5.66K -44 -6%
TCM
1013
Tradewinds Capital Management
Washington
$95.3K +$386 +3 +0.4%
HS
1014
Horan Securities
United States
$95.1K
TAIM
1015
TD Ameritrade Investment Management
Nebraska
$95K -$23.4K -182 -20%
HFS
1016
Hantz Financial Services
Michigan
$94K -$23.9K -186 -21%
DAM
1017
Delta Asset Management
Tennessee
$93.8K
SIS
1018
Strategic Investment Solutions
Illinois
$93.5K +$91K +707 New
OC
1019
Oakworth Capital
Alabama
$92.5K
TFP
1020
Tilia Fiduciary Partners
North Carolina
$91.6K -$575K -4,468 -87%
CYG
1021
Clean Yield Group
Vermont
$89.8K
RTL
1022
Red Tortoise LLC
Georgia
$89.8K
CMF
1023
Counterpoint Mutual Funds
California
$88.2K -$26.3K -204 -23%
CFGS
1024
Concourse Financial Group Securities
Alabama
$88K +$772 +6 +0.9%
BWAM
1025
Boyd Watterson Asset Management
Ohio
$80.6K

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.