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Yum! Brands
YUM

1,233 hedge funds and large institutions have $33.1B invested in Yum! Brands in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 381 increasing their positions, 453 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $599M | Put options by funds: $367M

62% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more funds holding

Funds holding: 1,205 → 1,233 (+28)

4% more capital invested

Capital invested by funds: $31.9B → $33.1B (+$1.14B)

1.14% less ownership

Funds ownership: 85.61% → 84.48% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 453

Holders
1,233
Holders Change
+28
Holders Change %
+2.32%
% of All Funds
17.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
107
Increased
381
Reduced
453
Closed
66
Calls
$599M
Puts
$367M
Net Calls
+$231M
Net Calls Change
+$9.25M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$806M
2
Capital International Investors
Capital International Investors
California
+$146M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M
4
BlackRock
BlackRock
New York
+$119M
5
SGA
Sustainable Growth Advisers
Connecticut
+$105M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$164M
4
Citadel Advisors
Citadel Advisors
Florida
-$102M
5
Victory Capital Management
Victory Capital Management
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1001
Icon Wealth Advisors
Texas
$142K +$1.06K +8 +0.8%
CWP
1002
Concord Wealth Partners
Virginia
$140K – – –
Bank Julius Baer & Co
1003
Bank Julius Baer & Co
Switzerland
$139K +$112K +841 New
AT
1004
Arlington Trust
Alabama
$138K -$5.58K -42 -4%
LFASL
1005
Lugano Financial Advisors SA (LFA)
Switzerland
$136K – – –
EWA
1006
EverSource Wealth Advisors
Alabama
$130K +$6.51K +49 +6%
AI
1007
AdvisorShares Investments
Maryland
$127K -$10.6K -80 -8%
OC
1008
Oarsman Capital
Wisconsin
$126K +$120K +899 New
SN
1009
Sittner & Nelson
Oregon
$125K +$399 +3 +0.3%
WTA
1010
Washington Trust Advisors
Massachusetts
$124K – – –
TFA
1011
Toth Financial Advisory
Virginia
$123K – – –
GWSG
1012
GPS Wealth Strategies Group
Colorado
$121K – – –
AGWCA
1013
Annis Gardner Whiting Capital Advisors
Florida
$121K – – –
LI
1014
LRI Investments
Florida
$120K – – –
BIG
1015
Brooklyn Investment Group
New York
$117K +$111K +838 New
CAL
1016
Capital Advisors Ltd
Ohio
$115K -$15.3K -115 -12%
T
1017
TOBAM
France
$114K – – –
AA
1018
Alta Advisers
United Kingdom
$112K – – –
ATC
1019
Adirondack Trust Company
New York
$109K – – –
HIIFS
1020
Harel Insurance Investments & Financial Services
Israel
$108K – – –
C
1021
Covestor
United Kingdom
$107K +$15.7K +118 +18%
LS
1022
Livforsakringsbolaget Skandia
Sweden
$104K +$79.8K +600 +408%
TCM
1023
Tradewinds Capital Management
Washington
$103K +$399 +3 +0.4%
MHR
1024
Matthew Hamilton Rosenberg
$101K – – –
FCA
1025
FinTrust Capital Advisors
South Carolina
$100K +$3.32K +25 +4%
39 40
41
42 43

YUM Hedge Fund Activity: Q3 2024 in Review

1,233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2024, worth a combined $33.1B — up 3.6% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new YUM positions and 66 closed out — a net gain of 41 holders — while 381 added to existing stakes and 453 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $806M. The largest seller was Capital World Investors, cutting an estimated $1.11B.

  • 1,233 institutional investors held Yum! Brands (YUM) as of Q3 2024, up from 1,205 in Q2 2024.
  • Funds reported $33.1B of Yum! Brands stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 107 funds opened new Yum! Brands positions in Q3 2024 and 66 closed out, a net change of +41 holders.
  • The largest Yum! Brands buyer in Q3 2024 was JP Morgan Chase, an estimated $806M added.
  • The largest Yum! Brands seller in Q3 2024 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q3 2024.