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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
Citigroup
101
Citigroup
New York
$20.9M -$335K -2,881 -2%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$20.3M -$95.7K -823 -0.5%
Aviva
103
Aviva
United Kingdom
$20M +$3.8M +32,702 +23%
SAM
104
Storebrand Asset Management
Norway
$19.5M -$795K -6,839 -4%
MSV
105
MN Services Vermogensbeheer
Netherlands
$19.3M +$19.8M +169,900 New
Baird Financial Group
106
Baird Financial Group
Wisconsin
$19.2M -$82.2K -707 -0.4%
LPL Financial
107
LPL Financial
California
$19.2M +$745K +6,411 +4%
TFM
108
TPI Fund Managers
United Kingdom
$19.2M +$1.82M +15,696 +10%
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$18.7M +$3.87M +33,285 +25%
NP
110
NS Partners
United Kingdom
$18.4M -$1.12M -9,654 -6%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$18.3M -$174K -1,495 -0.9%
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$18.2M +$1.09M +9,385 +6%
Asset Management One
113
Asset Management One
Japan
$17.9M -$1.69M -14,562 -8%
CK
114
Cohen Klingenstein
New York
$17.8M
CIBC Private Wealth Group
115
CIBC Private Wealth Group
Georgia
$17.5M -$189K -1,630 -1%
BCI
116
Brinker Capital Investments
Pennsylvania
$17.1M -$2.25M -19,360 -11%
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$16.8M -$1.62M -13,908 -9%
PMFA
118
Plante Moran Financial Advisors
Michigan
$16.7M +$3.49K +30 +0%
HIMC
119
Heritage Investors Management Corp
Maryland
$16.7M -$34.1K -293 -0.2%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$16.7M -$1.8M -15,494 -10%
Ohio Public Employees Retirement System (OPERS)
121
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.7M -$910K -7,825 -5%
Robeco Institutional Asset Management
122
Robeco Institutional Asset Management
Netherlands
$16.2M -$3M -25,788 -15%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$15.8M +$2.64M +22,742 +19%
Truist Financial
124
Truist Financial
North Carolina
$15.8M -$657K -5,650 -4%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$15.7M -$867K -7,454 -5%

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.