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Yum! Brands
YUM

1,259 hedge funds and large institutions have $32.2B invested in Yum! Brands in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 395 increasing their positions, 422 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $425M | Put options by funds: $204M

51% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 97

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more funds holding

Funds holding: 1,233 → 1,259 (+26)

0.41% more ownership

Funds ownership: 84.48% → 84.89% (+0.41%)

3% less capital invested

Capital invested by funds: $33.1B → $32.2B (-$858M)

6% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 422

Holders
1,259
Holders Change
+26
Holders Change %
+2.11%
% of All Funds
16.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
146
Increased
395
Reduced
422
Closed
97
Calls
$425M
Puts
$204M
Net Calls
+$221M
Net Calls Change
-$10M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$302M
2
Northern Trust
Northern Trust
Illinois
+$81.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$78M
4
JP Morgan Chase
JP Morgan Chase
New York
+$63.7M
5
CCM
Cantillon Capital Management
New York
+$61.2M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$211M
2
Victory Capital Management
Victory Capital Management
Texas
-$168M
3
SGA
Sustainable Growth Advisers
Connecticut
-$125M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$105M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$100M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1201
Westend Capital Management
California
$5.77K – – –
SAM
1202
Synergy Asset Management
Washington
$5.59K +$5.41K +40 New
BCM
1203
Blume Capital Management
California
$5.39K – – –
FCAS
1204
First Command Advisory Services
Texas
$5.37K +$5.41K +40 New
GTAM
1205
Global Trust Asset Management
Florida
$4.7K – – –
API
1206
Asset Planning Inc
California
$4.43K +$4.46K +33 New
PWMG
1207
Private Wealth Management Group
New Jersey
$4.16K +$406 +3 +11%
AW
1208
Avion Wealth
Texas
$4K +$541 +4 +13%
GA
1209
GoalVest Advisory
New York
$3.89K – – –
FF
1210
Friedenthal Financial
New Jersey
$3.76K – – –
FNWA
1211
Financial Network Wealth Advisors
Utah
$3.76K -$2.71K -20 -42%
FWA
1212
FSC Wealth Advisors
New York
$3.76K – – –
SRCM
1213
Signature Resources Capital Management
California
$3.76K – – –
SL
1214
Salomon & Ludwin
Virginia
$3.35K – – –
CB
1215
CNB Bank
Pennsylvania
$3.22K – – –
W
1216
WealthCollab
Washington
$3.22K – – –
CSWM
1217
Cassady Schiller Wealth Management
Ohio
$3.22K +$2.44K +18 +300%
T
1218
Transce3nd
Texas
$3.22K +$3.25K +24 New
DWM
1219
Dogwood Wealth Management
Kansas
$3K – – –
MFT
1220
Moisand Fitzgerald Tamayo
Florida
$2.82K – – –
CWA
1221
Carolina Wealth Advisors
South Carolina
$2.68K – – –
TIM
1222
Thompson Investment Management
Wisconsin
$2.68K – – –
WIM
1223
Westside Investment Management
California
$2.68K – – –
FDCP
1224
Foster Dykema Cabot & Partners
Massachusetts
$2.68K +$2.71K +20 New
TCA
1225
Trifecta Capital Advisors
Illinois
$2.42K – – –
47 48
49
50 51

YUM Hedge Fund Activity: Q4 2024 in Review

1,259 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2024, worth a combined $32.2B — down 2.6% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new YUM positions and 97 closed out — a net gain of 49 holders — while 395 added to existing stakes and 422 trimmed.

The largest buyer was BlackRock, adding an estimated $302M. The largest seller was Capital World Investors, cutting an estimated $211M.

  • 1,259 institutional investors held Yum! Brands (YUM) as of Q4 2024, up from 1,233 in Q3 2024.
  • Funds reported $32.2B of Yum! Brands stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 146 funds opened new Yum! Brands positions in Q4 2024 and 97 closed out, a net change of +49 holders.
  • The largest Yum! Brands buyer in Q4 2024 was BlackRock, an estimated $302M added.
  • The largest Yum! Brands seller in Q4 2024 was Capital World Investors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.