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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
GRP
1026
Global Retirement Partners
California
$80.3K +$19.9K +155 +36%
CAL
1027
Capital Analysts LLC
Pennsylvania
$80K +$4.5K +35 +6%
ONST
1028
Old North State Trust
North Carolina
$79K
HDIM
1029
Hanson & Doremus Investment Management
Vermont
$77K
DI
1030
Disciplined Investments
Oklahoma
$76.9K +$51.3K +399 +218%
SC
1031
Stephens Consulting
Michigan
$76.6K
BONH
1032
Bank of New Hampshire
New Hampshire
$76.6K
FWM
1033
Focused Wealth Management
New York
$73.8K +$257 +2 +0.4%
SSG
1034
Summit Securities Group
New York
$73K +$34.1K +265 +93%
CP
1035
Castleview Partners
Texas
$71.3K
VC
1036
Vestor Capital
Illinois
$71K -$5.4K -42 -7%
MCM
1037
MV Capital Management
Maryland
$70.4K +$3.73K +29 +6%
TFGT
1038
TS Financial Group (TSFG)
Illinois
$70K +$129 +1 +0.2%
CCA
1039
Column Capital Advisors
Indiana
$69.8K +$51.3K +399 +309%
SOW
1040
State of Wyoming
Wyoming
$69.1K +$67.3K +523 New
TCM
1041
TD Capital Management
Tennessee
$66.7K +$129 +1 +0.2%
CAC
1042
Core Alternative Capital
Georgia
$66.6K +$53.4K +415 +466%
FAM
1043
Fred Alger Management
New York
$66.2K +$19.9K +155 +45%
EL
1044
EMFO LLC
Florida
$66K
RDFA
1045
Ritter Daniher Financial Advisory
Ohio
$66K
TAM
1046
Tucker Asset Management
Colorado
$63.7K
PK
1047
Pflug Koory
Nebraska
$63.4K
MTIC
1048
Missouri Trust & Investment Company
Missouri
$60.8K
C
1049
Covestor
United Kingdom
$60K -$24.6K -191 -30%
AFG
1050
Albion Financial Group
Utah
$60K

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.