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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
BCMLT
1076
Beacon Capital Management LLC (Tennessee)
Tennessee
$39.6K
Credit Agricole
1077
Credit Agricole
France
$39.6K
TH
1078
TCTC Holdings
Texas
$39K +$3.22K +25 +9%
LCM
1079
Logan Capital Management
Pennsylvania
$39K
VCM
1080
Versant Capital Management
Arizona
$38K -$2.44K -19 -6%
AAG
1081
Armstrong Advisory Group
Massachusetts
$37.6K -$2.19K -17 -6%
NECFA
1082
New England Capital Financial Advisors
Connecticut
$34.5K +$129 +1 +0.4%
BHWM
1083
Beaird Harris Wealth Management
Texas
$33.5K -$901 -7 -3%
PCA
1084
Providence Capital Advisors
North Carolina
$33K
MAM
1085
Marquette Asset Management
Minnesota
$31.7K
NL
1086
NVWM LLC
Pennsylvania
$31.7K
ZB
1087
Zions Bancorporation
Utah
$31.3K -$1.93K -15 -6%
TF
1088
TimeScale Financial
Massachusetts
$30.9K +$30.1K +234 New
BAM
1089
Baldrige Asset Management
Pennsylvania
$30K
CB
1090
CNB Bank
Pennsylvania
$29.6K
LSA
1091
Lansing Street Advisors
Pennsylvania
$28.8K +$129 +1 +0.5%
UCB
1092
United Community Bank
South Carolina
$28.1K
BIA
1093
Bell Investment Advisors
California
$27.9K -$386 -3 -1%
IGWM
1094
ICA Group Wealth Management
Colorado
$26.4K
DF
1095
DecisionPoint Financial
Arizona
$26.4K +$25.7K +200 New
JGIA
1096
Jackson Grant Investment Advisers
Connecticut
$25.6K +$4.38K +34 +21%
GTAM
1097
Global Trust Asset Management
Florida
$25.5K
FCB
1098
First Command Bank
Texas
$25.4K +$24.7K +192 New
FCFS
1099
First Command Financial Services
Texas
$25.4K +$24.7K +192 New
SS
1100
Sunbelt Securities
Texas
$24.5K +$24.3K +189 New

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.