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Yum! Brands

1,073 hedge funds and large institutions have $23.5B invested in Yum! Brands in 2022 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 382 increasing their positions, 334 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $166M | Put options by funds: $127M

14% more repeat investments, than reductions

Existing positions increased: 382 | Existing positions reduced: 334

0.3% more ownership

Funds ownership: 77.48%77.78% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 85

2% less funds holding

Funds holding: 1,0921,073 (-19)

6% less capital invested

Capital invested by funds: $25B → $23.5B (-$1.51B)

Holders
1,073
Holders Change
-19
Holders Change %
-1.74%
% of All Funds
18.48%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
81
Increased
382
Reduced
334
Closed
85
Calls
$166M
Puts
$127M
Net Calls
+$38.5M
Net Calls Change
-$27.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1026
Winch Advisory Services
Wisconsin
$11K +$116 +1 +1%
AF
1027
Advisornet Financial
Minnesota
$11K +$4.29K +37 +58%
SFO
1028
Standard Family Office
South Dakota
$11K +$11.6K +100 New
BIA
1029
Bell Investment Advisors
California
$10K -$5.92K -51 -35%
CAC
1030
Core Alternative Capital
Georgia
$9K
VWM
1031
Valley Wealth Managers
New Jersey
$9K
GAG
1032
Goodman Advisory Group
Massachusetts
$8K -$8.71K -75 -51%
M1FG
1033
Mach-1 Financial Group
Arkansas
$8K
CFFP
1034
Center for Financial Planning
Michigan
$7K -$929 -8 -11%
SC
1035
Seldon Capital
California
$7K
CA
1036
Crewe Advisors
Utah
$7K +$3.83K +33 +89%
MS
1037
Mizuho Securities
Japan
$6K -$348 -3 -5%
CFD
1038
Creative Financial Designs
Indiana
$6K
EARNEST Partners
1039
EARNEST Partners
Georgia
$6K
ZIG
1040
Zullo Investment Group
Pennsylvania
$6K
EIP
1041
Ellis Investment Partners
Pennsylvania
$6K +$6.96K +60 New
BCM
1042
Bourgeon Capital Management
Connecticut
$5K -$10.1K -87 -66%
IFAM
1043
Institutional & Family Asset Management
Colorado
$5K
SMG
1044
Spectrum Management Group
Indiana
$5K
PWS
1045
Paragon Wealth Strategies
Florida
$5K +$5.92K +51 New
HWP
1046
Highline Wealth Partners
California
$4.15K +$4.53K +39 New
BCM
1047
Blume Capital Management
California
$4K
CWA
1048
Clearview Wealth Advisors
Oregon
$4K
EW
1049
Evoke Wealth
California
$4K
WAM
1050
Worth Asset Management
Texas
$4K

YUM Hedge Fund Activity: Q3 2022 in Review

1,073 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2022, worth a combined $23.5B — down 6% from $25B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of YUM and 81 opened new positions — a net loss of 4 holders — while 334 trimmed existing stakes and 382 added.

The largest buyer was Capital International Investors, adding an estimated $160M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.84B.

  • 1,073 institutional investors held Yum! Brands (YUM) as of Q3 2022, down from 1,092 in Q2 2022.
  • Funds reported $23.5B of Yum! Brands stock for Q3 2022, down 6% quarter-over-quarter.
  • 81 funds opened new Yum! Brands positions in Q3 2022 and 85 closed out, a net change of -4 holders.
  • The largest Yum! Brands buyer in Q3 2022 was Capital International Investors, an estimated $160M added.
  • The largest Yum! Brands seller in Q3 2022 was T. Rowe Price Associates, an estimated $2.84B sold.

Based on aggregated 13F filings for Q3 2022.