We are live on ! Find out more
YUM icon

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
SAM
1151
SignalPoint Asset Management
Missouri
-$207K -1,748 Closed
PRS
1152
Pinkerton Retirement Specialists
Idaho
-$205K -1,733 Closed
9WM
1153
9258 Wealth Management
Ohio
-$204K -1,724 Closed
AIA
1154
Armor Investment Advisors
North Carolina
-$203K -1,710 Closed
VCA
1155
Verdence Capital Advisors
Maryland
-$201K -1,696 Closed
MFS
1156
McNamara Financial Services
Massachusetts
-$200K -1,685 Closed
T
1157
TOBAM
France
-$183K -1,545 Closed
PAG
1158
Paladin Advisory Group
Iowa
-$130K -1,121 Closed
IAM
1159
Infusive Asset Management
New York
-$104K -875 Closed
NICM
1160
Neo Ivy Capital Management
New York
-$102K -854 Closed
EDRH
1161
Edmond de Rothschild Holding
Switzerland
-$63K -530 Closed
BFC
1162
Bedel Financial Consulting
Indiana
-$59K -500 Closed
SQA
1163
Simon Quick Advisors
New Jersey
-$59K -500 Closed
CAGAS
1164
Capital Advisory Group Advisory Services
Minnesota
-$47K -400 Closed
T
1165
TCWP
Ohio
-$46K -395 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1166
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$46K -386 Closed
GAM
1167
Gemmer Asset Management
California
-$31K -267 Closed
NIM
1168
NuWave Investment Management
New Jersey
-$21K -179 Closed
CI
1169
Carroll Investors
South Carolina
-$20K -175 Closed
KFP
1170
KB Financial Partners
New Jersey
-$20K -167 Closed
DSC
1171
Duncker Streett & Co
Missouri
-$19K -160 Closed
TFO
1172
Tarbox Family Office
California
-$18K -148 Closed
PSB
1173
Piscataqua Savings Bank
New Hampshire
-$17K -140 Closed
MFA
1174
McClarren Financial Advisors
Pennsylvania
-$15K -128 Closed
BEI
1175
Benjamin Edwards Inc
Missouri
-$13K -108 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.