Yum! Brands
YUM
1,169 hedge funds and large institutions have $31.7B invested in Yum! Brands in 2021 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 350 increasing their positions, 347 reducing their positions, and 81 closing their positions.
123% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 81
11% more capital invested
Capital invested by funds: $28.5B → $31.7B (+$3.21B)
8% more funds holding
Funds holding: 1,087 → 1,169 (+82)
1% more repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 347
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.85% less ownership
Funds ownership: 78.97% → 78.11% (-0.85%)
31% less call options, than puts
Call options by funds: $244M | Put options by funds: $355M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$695M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$309M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$103M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$70M |
| 5 |
Morgan Stanley
New York
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$779M |
| 2 |
JP Morgan Chase
New York
|
-$380M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$138M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$105M |
| 5 |
Renaissance Technologies
New York
|
-$78M |
YUM Hedge Fund Activity: Q4 2021 in Review
1,169 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2021, worth a combined $31.7B — up 11% from $28.5B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new YUM positions and 81 closed out — a net gain of 100 holders — while 350 added to existing stakes and 347 trimmed.
The largest buyer was BlackRock, adding an estimated $695M. The largest seller was Magellan Asset Management, cutting an estimated $779M.
- 1,169 institutional investors held Yum! Brands (YUM) as of Q4 2021, up from 1,087 in Q3 2021.
- Funds reported $31.7B of Yum! Brands stock for Q4 2021, up 11% quarter-over-quarter.
- 181 funds opened new Yum! Brands positions in Q4 2021 and 81 closed out, a net change of +100 holders.
- The largest Yum! Brands buyer in Q4 2021 was BlackRock, an estimated $695M added.
- The largest Yum! Brands seller in Q4 2021 was Magellan Asset Management, an estimated $779M sold.
Based on aggregated 13F filings for Q4 2021.