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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
CWM
1201
Curi Wealth Management
North Carolina
-$362K -2,823 Closed
OQS
1202
Occudo Quantitative Strategies
Florida
-$333K -2,602 Closed
Capstone Investment Advisors
1203
Capstone Investment Advisors
New York
-$317K -2,467 Closed
FRM
1204
Fox Run Management
Connecticut
-$306K -2,388 Closed
ACM
1205
Acrisure Capital Management
Texas
-$284K -2,217 Closed
IFU
1206
iSAM Funds (UK)
United Kingdom
-$274K -2,140 Closed
LOAMS
1207
Lombard Odier Asset Management (Switzerland)
Switzerland
-$271K -2,113 Closed
AC
1208
AXQ Capital
New Jersey
-$270K -2,110 Closed
PNC
1209
Park National Corp
Ohio
-$268K -2,092 Closed
WANY
1210
Wealthspire Advisors (New York)
New York
-$267K -2,085 Closed
GCP
1211
GSA Capital Partners
United Kingdom
-$264K -2,061 Closed
SPP
1212
Single Point Partners
Massachusetts
-$254K -1,981 Closed
PI
1213
PEAK6 Investments
Illinois
-$250K -1,946 Closed
AIA
1214
Armor Investment Advisors
North Carolina
-$219K -1,710 Closed
FFG
1215
Frisch Financial Group
New York
-$212K -1,657 Closed
ACM
1216
Alta Capital Management
Utah
-$211K -1,648 Closed
PFM
1217
Patton Fund Management
Texas
-$205K -1,603 Closed
CM
1218
Capula Management
Cayman Islands
-$205K -1,600 Closed
EP
1219
Edgestream Partners
New Jersey
-$204K -1,589 Closed
FBB
1220
Fulton Breakefield Broenniman
Maryland
-$201K -1,569 Closed
CIM
1221
Chiron Investment Management
New York
-$173K -1,353 Closed
MWM
1222
MinichMacGregor Wealth Management
New York
-$160K -1,252 Closed
MS
1223
Marshall & Sullivan
Washington
-$102K -800 Closed
HNWAG
1224
High Net Worth Advisory Group
Florida
-$79.5K -621 Closed
RFA
1225
Resurgent Financial Advisors
Georgia
-$69.3K -541 Closed

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.