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Yum! Brands
YUM

1,233 hedge funds and large institutions have $33.1B invested in Yum! Brands in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 381 increasing their positions, 453 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $599M | Put options by funds: $367M

62% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more funds holding

Funds holding: 1,205 → 1,233 (+28)

4% more capital invested

Capital invested by funds: $31.9B → $33.1B (+$1.14B)

1.14% less ownership

Funds ownership: 85.61% → 84.48% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 453

Holders
1,233
Holders Change
+28
Holders Change %
+2.32%
% of All Funds
17.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
107
Increased
381
Reduced
453
Closed
66
Calls
$599M
Puts
$367M
Net Calls
+$231M
Net Calls Change
+$9.25M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$806M
2
Capital International Investors
Capital International Investors
California
+$146M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M
4
BlackRock
BlackRock
New York
+$119M
5
SGA
Sustainable Growth Advisers
Connecticut
+$105M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$164M
4
Citadel Advisors
Citadel Advisors
Florida
-$102M
5
Victory Capital Management
Victory Capital Management
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1201
Dogwood Wealth Management
Kansas
$3.12K – – –
PCM
1202
Penserra Capital Management
California
$3K – – –
MFT
1203
Moisand Fitzgerald Tamayo
Florida
$2.93K – – –
TIM
1204
Thompson Investment Management
Wisconsin
$2.79K – – –
WIM
1205
Westside Investment Management
California
$2.79K – – –
CWA
1206
Carolina Wealth Advisors
South Carolina
$2.79K +$2.66K +20 New
TCA
1207
Trifecta Capital Advisors
Illinois
$2.52K – – –
SVCP
1208
Silicon Valley Capital Partners
California
$2.28K – – –
RFS
1209
Richardson Financial Services
Massachusetts
$1.63K +$798 +6 +100%
HFS
1210
Horizon Financial Services
North Carolina
$1.54K – – –
GFL
1211
Granite FO LLC
New Hampshire
$1.4K +$1.33K +10 New
MBFW
1212
Morton Brown Family Wealth
Pennsylvania
$1.12K – – –
IAIM
1213
International Assets Investment Management
Florida
$1.06K +$19.6M +147,180 +14,152%
BC
1214
Broadwater Capital
Massachusetts
$838 – – –
CSWM
1215
Cassady Schiller Wealth Management
Ohio
$838 – – –
PS
1216
PayPay Securities
Japan
$699 -$3.06K -23 -82%
VWA
1217
Valued Wealth Advisors
Utah
$699 – – –
PG
1218
Proffitt & Goodson
Tennessee
$699 +$665 +5 New
RWM
1219
Reston Wealth Management
Virginia
$699 +$665 +5 New
HI
1220
Hoey Investments
Pennsylvania
$663 – – –
NIC
1221
Northwest Investment Counselors
Oregon
$591 +$532 +4 New
BSB
1222
Bangor Savings Bank
Maine
$419 – – –
CPG
1223
Cornerstone Planning Group
New Jersey
$402 +$399 +3 New
CAM
1224
ClariVest Asset Management
California
$398 – – –
KHC
1225
Koesten Hirschmann & Crabtree
Kansas
$280 – – –
47 48
49
50 51

YUM Hedge Fund Activity: Q3 2024 in Review

1,233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2024, worth a combined $33.1B — up 3.6% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new YUM positions and 66 closed out — a net gain of 41 holders — while 381 added to existing stakes and 453 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $806M. The largest seller was Capital World Investors, cutting an estimated $1.11B.

  • 1,233 institutional investors held Yum! Brands (YUM) as of Q3 2024, up from 1,205 in Q2 2024.
  • Funds reported $33.1B of Yum! Brands stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 107 funds opened new Yum! Brands positions in Q3 2024 and 66 closed out, a net change of +41 holders.
  • The largest Yum! Brands buyer in Q3 2024 was JP Morgan Chase, an estimated $806M added.
  • The largest Yum! Brands seller in Q3 2024 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q3 2024.