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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
RFS
1226
Retirement Financial Solutions
Tennessee
-$68.1K -532 Closed
NSB
1227
Norway Savings Bank
Maine
-$62.8K -490 Closed
MS
1228
Madden Securities
Texas
-$59.9K -468 Closed
RBC
1229
Romano Brothers & Co
Illinois
-$55.3K -432 Closed
GIA
1230
Goodwin Investment Advisory
Georgia
-$46.6K -364 Closed
WOSD
1231
WFA of San Diego
California
-$30.7K -240 Closed
DCM
1232
Dupont Capital Management
Delaware
-$28.6K -223 Closed
CCC
1233
Chelsea Counsel Company
California
-$26.5K -207 Closed
3IP
1234
3Chopt Investment Partners
Virginia
-$25.6K -200 Closed
USCWA
1235
U.S. Capital Wealth Advisors
Texas
-$25.6K -200 Closed
VCM
1236
Vigilant Capital Management
Maine
-$24K -190 Closed
MUMSS
1237
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$18K -140 Closed
CSB
1238
City State Bank
Iowa
-$15K -120 Closed
BCM
1239
Bourgeon Capital Management
Connecticut
-$15.1K -118 Closed
SC
1240
Seldon Capital
California
-$8.32K -65 Closed
ZIG
1241
Zullo Investment Group
Pennsylvania
-$7.68K -60 Closed
PWS
1242
Paragon Wealth Strategies
Florida
-$6.53K -51 Closed
CAS
1243
Coppell Advisory Solutions
Texas
-$1.79K -14 Closed
CASC
1244
Coppell Advisory Solutions Corp
Texas
-$1.79K -14 Closed
MPCL
1245
My Personal CFO LLC
Washington
-$1.79K -14 Closed
JWM
1246
Janiczek Wealth Management
Colorado
-$1.68K -13 Closed
EE
1247
EWG Elevate
California
-$1.41K -11 Closed
GKIM
1248
GW&K Investment Management
Massachusetts
+$257 +2 New
AW
1249
Avion Wealth
Texas
+$515 +4 New
SWG
1250
Summit Wealth Group
Vermont
+$1.36M +10,566 New

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.