Yum! Brands
YUM
1,235 hedge funds and large institutions have $33.1B invested in Yum! Brands in 2024 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 394 increasing their positions, 418 reducing their positions, and 78 closing their positions.
50% more call options, than puts
Call options by funds: $351M | Put options by funds: $234M
44% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 78
8% more capital invested
Capital invested by funds: $30.6B → $33.1B (+$2.5B)
2% more funds holding
Funds holding: 1,213 → 1,235 (+22)
1.31% more ownership
Funds ownership: 83.67% → 84.98% (+1.3%)
6% less repeat investments, than reductions
Existing positions increased: 394 | Existing positions reduced: 418
45% less funds holding in top 10
Funds holding in top 10: 11 → 6 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$749M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$463M |
| 3 |
JP Morgan Chase
New York
|
+$257M |
| 4 |
CCM
Cantillon Capital Management
New York
|
+$193M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$400M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$363M |
| 3 |
Newport Trust Company
Washington,
District of Columbia
|
-$163M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$160M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$69.2M |
YUM Hedge Fund Activity: Q1 2024 in Review
1,235 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2024, worth a combined $33.1B — up 8.2% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new YUM positions and 78 closed out — a net gain of 34 holders — while 394 added to existing stakes and 418 trimmed.
The largest buyer was Vanguard Group, adding an estimated $749M. The largest seller was Morgan Stanley, cutting an estimated $400M.
- 1,235 institutional investors held Yum! Brands (YUM) as of Q1 2024, up from 1,213 in Q4 2023.
- Funds reported $33.1B of Yum! Brands stock for Q1 2024, up 8.2% quarter-over-quarter.
- 112 funds opened new Yum! Brands positions in Q1 2024 and 78 closed out, a net change of +34 holders.
- The largest Yum! Brands buyer in Q1 2024 was Vanguard Group, an estimated $749M added.
- The largest Yum! Brands seller in Q1 2024 was Morgan Stanley, an estimated $400M sold.
Based on aggregated 13F filings for Q1 2024.