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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
DFCM
1126
Dark Forest Capital Management
Puerto Rico
$13.9K +$13.5K +105 New
HCM
1127
Hollencrest Capital Management
California
$13.6K
RWM
1128
Ruedi Wealth Management
Illinois
$13.6K +$129 +1 +1%
NF
1129
Norwood Financial
Pennsylvania
$13.2K
FPB
1130
First PREMIER Bank
South Dakota
$13K
TWM
1131
Tradition Wealth Management
Minnesota
$13K
WAS
1132
Winch Advisory Services
Wisconsin
$13K +$129 +1 +1%
Commonwealth Equity Services
1133
Commonwealth Equity Services
Massachusetts
$13K +$28.4K +221 +0.2%
OLVIG
1134
Oliver Lagore Vanvalin Investment Group
Michigan
$11.9K
PPC
1135
Park Place Capital
Alabama
$11.8K +$5.28K +41 +85%
CA
1136
Crewe Advisors
Utah
$11.5K +$6.43K +50 +135%
VWM
1137
Valley Wealth Managers
New Jersey
$10.6K
SWA
1138
Sutton Wealth Advisors
Florida
$10.4K -$79K -614 -89%
NSG
1139
Nalls Sherbakoff Group
Tennessee
$10.3K +$10.3K +80 New
CFFP
1140
Center for Financial Planning
Michigan
$8.45K
SWM
1141
Sugarloaf Wealth Management
Georgia
$7.66K
CFD
1142
Creative Financial Designs
Indiana
$7.08K +$129 +1 +2%
EARNEST Partners
1143
EARNEST Partners
Georgia
$6.87K
IFAM
1144
Institutional & Family Asset Management
Colorado
$6.08K
MCM
1145
Manchester Capital Management
Vermont
$6.08K
DIP
1146
DT Investment Partners
Pennsylvania
$5.69K
BCM
1147
Blume Capital Management
California
$5.31K
CCP
1148
Carmel Capital Partners
California
$5.28K +$5.15K +40 New
SC
1149
Schubert & Co
Texas
$5.15K +$515 +4 +11%
HWP
1150
Highline Wealth Partners
California
$5.15K

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.