We are live on ! Find out more
YUM icon

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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$28.6M +$1.82M +14,162 +7%
VRS
102
Virginia Retirement Systems
Virginia
$28M +$22.9M +178,159 +526%
Stifel Financial
103
Stifel Financial
Missouri
$27.9M -$186K -1,449 -0.7%
CSS
104
Cubist Systematic Strategies
Connecticut
$26.9M +$14.6M +113,364 +125%
SAM
105
Scopus Asset Management
New York
$26.4M -$3.22M -25,000 -11%
Skandinaviska Enskilda Banken (SEB)
106
Skandinaviska Enskilda Banken (SEB)
Sweden
$26.3M -$1.92M -14,941 -7%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.1M -$321K -2,493 -1%
SAM
108
Storebrand Asset Management
Norway
$25.6M +$174K +1,349 +0.7%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$24.2M -$217K -1,684 -0.9%
CII
110
Capital International Inc
California
$23.9M -$537K -4,176 -2%
AC
111
Armistice Capital
New York
$23.9M +$3.35M +26,000 +17%
BAMF
112
BI Asset Management Fondsmaeglerselskab
Denmark
$23.8M +$2.31M +17,919 +11%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$23.6M +$4.25M +33,047 +23%
LPL Financial
114
LPL Financial
California
$23.4M +$208K +1,615 +0.9%
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$23.4M +$701K +5,445 +3%
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$22.3M +$9.91K +77 +0%
Toronto Dominion Bank
117
Toronto Dominion Bank
Ontario, Canada
$22M +$1.88M +14,637 +10%
Walleye Capital
118
Walleye Capital
New York
$21.8M +$7.89M +61,288 +59%
NP
119
NS Partners
United Kingdom
$21.5M -$477K -3,705 -2%
WBC
120
Westpac Banking Corp
Australia
$21.5M -$2.87M -22,272 -12%
Asset Management One
121
Asset Management One
Japan
$21.5M -$157K -1,221 -0.7%
IP
122
Interval Partners
New York
$21.3M +$20.8M +161,491 New
State of New Jersey Common Pension Fund D
123
State of New Jersey Common Pension Fund D
New Jersey
$21.3M
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$21M +$478K +3,718 +2%
CK
125
Cohen Klingenstein
New York
$20.7M

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.