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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
BCMLT
1051
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K
M1FG
1052
Mach-1 Financial Group
Arkansas
$9K
VWM
1053
Valley Wealth Managers
New Jersey
$9K +$9.3K +80 New
CFFP
1054
Center for Financial Planning
Michigan
$8K
MS
1055
Mizuho Securities
Japan
$8K +$116 +1 +2%
AF
1056
Advisornet Financial
Minnesota
$7K -$97.8K -841 -93%
SC
1057
Seldon Capital
California
$7K
SWM
1058
Sugarloaf Wealth Management
Georgia
$7K
ZIG
1059
Zullo Investment Group
Pennsylvania
$7K
EARNEST Partners
1060
EARNEST Partners
Georgia
$6K -$11.6K -100 -66%
CFD
1061
Creative Financial Designs
Indiana
$6K
SMG
1062
Spectrum Management Group
Indiana
$6K
WOSD
1063
WFA of San Diego
California
$6K +$6.39K +55 New
ACA
1064
Atlas Capital Advisors
Wyoming
$5.67K
EW
1065
Evoke Wealth
California
$5K -$930 -8 -17%
EI
1066
Ellevest Inc
New York
$5K -$233 -2 -4%
BCM
1067
Blume Capital Management
California
$5K
IFAM
1068
Institutional & Family Asset Management
Colorado
$5K
SAM
1069
Strategic Asset Management
Minnesota
$5K
GKIM
1070
GW&K Investment Management
Massachusetts
$5K +$1.98K +17 +61%
Lazard Asset Management
1071
Lazard Asset Management
New York
$5K +$4.77K +41 +586%
ETC
1072
Exchange Traded Concepts
Oklahoma
$4K -$30K -258 -87%
CWA
1073
Clearview Wealth Advisors
Oregon
$4K
OLVIG
1074
Oliver Lagore Vanvalin Investment Group
Michigan
$4K
SC
1075
Schubert & Co
Texas
$4K +$1.63K +14 +74%

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.