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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
PWMG
1101
Prestige Wealth Management Group
New Jersey
$24.3K -$142K -1,100 -86%
BWA
1102
BDO Wealth Advisors
Florida
$23.8K -$6.43K -50 -22%
QL
1103
Quarry LP
New York
$23.8K +$23.2K +180 New
IWP
1104
IAG Wealth Partners
Wisconsin
$23.5K
GI
1105
GS Investments
Minnesota
$23.1K
FFA
1106
Farther Finance Advisors
California
$22.3K -$1.8K -14 -8%
TFM
1107
TFC Financial Management
Massachusetts
$22.3K +$515 +4 +2%
AWM
1108
Accel Wealth Management
Iowa
$21.3K -$3.6K -28 -15%
MA
1109
MCF Advisors
Kentucky
$21K
FFC
1110
First Financial Corp
Indiana
$20.5K
BC
1111
Barrett & Company
Rhode Island
$19.8K
FFA
1112
Fairfield Financial Advisors
Massachusetts
$19.5K +$129 +1 +0.7%
LS
1113
Livforsakringsbolaget Skandia
Sweden
$19.4K
PCFFS
1114
Pacific Center for Financial Services
California
$18.5K +$18K +140 New
FSWA
1115
Financial Synergies Wealth Advisors
Texas
$18K
IUHSA
1116
Itau Unibanco Holding S.A.
Brazil
$17.4K -$6.51M -50,569 -100%
ASBI
1117
American State Bank (Iowa)
Iowa
$17.2K
FMP
1118
Financial Management Professionals
Texas
$16K +$1.29K +10 +9%
DWA
1119
Delos Wealth Advisors
Texas
$15.3K -$6.05K -47 -29%
GIS
1120
Grayhawk Investment Strategies
Alberta, Canada
$15K -$179K -1,390 -94%
HWM
1121
HighMark Wealth Management
Minnesota
$14.8K
CWM
1122
Cedar Wealth Management
California
$14.8K -$772 -6 -5%
RTC
1123
Riverview Trust Company
Washington
$14.8K
AF
1124
Advisornet Financial
Minnesota
$14.5K +$386 +3 +3%
SHIM
1125
Stone House Investment Management
Pennsylvania
$14.2K +$13.8K +107 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.