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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
WAM
1151
Worth Asset Management
Texas
$5.15K
CWA
1152
Clearview Wealth Advisors
Oregon
$5.02K
PS
1153
PayPay Securities
Japan
$4.89K -$2.44K -19 -34%
AWM
1154
Abound Wealth Management
Tennessee
$3.97K
FWA
1155
FSC Wealth Advisors
New York
$3.7K
CWAF
1156
Core Wealth Advisors (Florida)
Florida
$3.3K
RCM
1157
Raleigh Capital Management
North Carolina
$3.17K +$3.09K +24 New
MFT
1158
Moisand Fitzgerald Tamayo
Florida
$2.77K
RA
1159
Rise Advisors
New York
$2.71K
WIM
1160
Westside Investment Management
California
$2.64K
TIM
1161
Thompson Investment Management
Wisconsin
$2.64K +$2.57K +20 New
TCA
1162
Trifecta Capital Advisors
Illinois
$2.38K
SVCP
1163
Silicon Valley Capital Partners
California
$2.09K
PCM
1164
Penserra Capital Management
California
$2K -$3.15M -24,447 -100%
TFA
1165
Toth Financial Advisory
Virginia
$1.85K +$1.8K +14 New
CBT
1166
Central Bank & Trust
Kentucky
$1.72K +$1.67K +13 New
RI
1167
Ridgewood Investments
New Jersey
$1.72K +$1.67K +13 New
ME
1168
McIlrath & Eck
Washington
$1.45K -$1.16K -9 -45%
ECM
1169
Everence Capital Management
Indiana
$1.37K
AAP
1170
Arax Advisory Partners
Colorado
$1.24K
MBFW
1171
Morton Brown Family Wealth
Pennsylvania
$1.19K +$1.16K +9 New
CG
1172
Cutler Group
California
$1K +$1.29K +10 New
LF
1173
Lee Financial
Texas
$925 -$386 -3 -30%
BSB
1174
Bangor Savings Bank
Maine
$396
KHC
1175
Koesten Hirschmann & Crabtree
Kansas
$265

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.