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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
Rafferty Asset Management
1126
Rafferty Asset Management
New York
-$292K -2,461 Closed
IAIM
1127
Industrial Alliance Investment Management
Quebec, Canada
-$289K -2,441 Closed
TSS
1128
Two Sigma Securities
New York
-$269K -2,266 Closed
PM
1129
Parametrica Management
Hong Kong
-$268K -2,262 Closed
IFA
1130
Index Fund Advisors
California
-$267K -2,252 Closed
SVWAG
1131
Sound View Wealth Advisors Group
Georgia
-$265K -2,234 Closed
ESB
1132
Essex Savings Bank
Connecticut
-$264K -2,228 Closed
BHTS
1133
Bar Harbor Trust Services
Maine
-$256K -2,160 Closed
EMG
1134
ETF Managers Group
New Jersey
-$259K -2,140 Closed
LJAC
1135
L.J. Altfest & Co
New York
-$248K -2,095 Closed
FPCP
1136
Fort Point Capital Partners
California
-$245K -2,066 Closed
VWA
1137
V Wealth Advisors
Kansas
-$237K -2,007 Closed
MHS
1138
M Holdings Securities
Oregon
-$236K -1,991 Closed
DLA
1139
Douglas Lane & Associates
New York
-$231K -1,950 Closed
ACM
1140
Alta Capital Management
Utah
-$230K -1,948 Closed
LB
1141
Leo Brokerage
Texas
-$229K -1,927 Closed
Parallax Volatility Advisers
1142
Parallax Volatility Advisers
California
-$224K -1,923 Closed
CWM
1143
Calamos Wealth Management
Illinois
-$224K -1,888 Closed
ClearBridge Investments
1144
ClearBridge Investments
New York
-$221K -1,861 Closed
MWA
1145
Meridian Wealth Advisors
Texas
-$218K -1,837 Closed
MWM
1146
Mission Wealth Management
California
-$215K -1,810 Closed
PPW
1147
Pinnacle Private Wealth
Massachusetts
-$212K -1,788 Closed
SPP
1148
Single Point Partners
Massachusetts
-$210K -1,773 Closed
B
1149
Bailard
California
-$208K -1,757 Closed
AA
1150
Advisory Alpha
Michigan
-$208K -1,753 Closed

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.