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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
MPWT
1051
MassMutual Private Wealth & Trust
Connecticut
$59.4K +$33.3K +259 +136%
GWS
1052
Glassman Wealth Services
Virginia
$59K -$13.9K -108 -19%
PO
1053
Private Ocean
California
$58.8K -$129 -1 -0.2%
CFO
1054
CVA Family Office
Colorado
$57.2K +$5.53K +43 +11%
FCMT
1055
Founders Capital Management (Texas)
Texas
$57K
HBW
1056
Hazlett, Burt & Watson
West Virginia
$57K
PAI
1057
Pittenger & Anderson Inc
Nebraska
$52.8K
CPFP
1058
Clear Perspectives Financial Planning
Ohio
$52K
TWD
1059
True Wealth Design
Ohio
$52K
AA
1060
Ancora Advisors
Ohio
$50.2K -$643 -5 -1%
SFCL
1061
Strengthening Families & Communities LLC
Massachusetts
$49.9K +$37.2K +289 +2%
HRC
1062
Hoertkorn Richard Charles
$49.1K
OSNBOA
1063
Old Second National Bank of Aurora
Illinois
$47.5K
CWC
1064
Carolinas Wealth Consulting
North Carolina
$47.4K
AIC
1065
Archer Investment Corporation
Indiana
$46K -$9.91K -77 -18%
NIC
1066
Northwest Investment Counselors
Oregon
$45.3K -$39.6K -308 -47%
CMP
1067
Coston McIsaac & Partners
Maine
$45K +$44.4K +345 New
RFG
1068
RFP Financial Group
Georgia
$44.9K
WPA
1069
West Paces Advisors
Georgia
$44.2K +$22.5K +175 +109%
Jones Financial Companies
1070
Jones Financial Companies
Missouri
$42.7K -$2.57K -20 -6%
M
1071
MOTCO
Texas
$42.3K
SCM
1072
Silvant Capital Management
Georgia
$41.5K
CBT
1073
CoreFirst Bank & Trust
Kansas
$41.3K
JFA
1074
JNBA Financial Advisors
Minnesota
$41K
FCA
1075
FinTrust Capital Advisors
South Carolina
$40.5K

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.