Yum! Brands
YUM
1,127 hedge funds and large institutions have $28.2B invested in Yum! Brands in 2023 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 362 increasing their positions, 398 reducing their positions, and 107 closing their positions.
26% more call options, than puts
Call options by funds: $221M | Put options by funds: $176M
0.98% less ownership
Funds ownership: 81.34% → 80.36% (-0.98%)
9% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 398
4% less funds holding
Funds holding: 1,170 → 1,127 (-43)
11% less capital invested
Capital invested by funds: $31.5B → $28.2B (-$3.34B)
26% less first-time investments, than exits
New positions opened: 79 | Existing positions closed: 107
38% less funds holding in top 10
Funds holding in top 10: 16 → 10 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$296M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$264M |
| 3 |
DCP
D1 Capital Partners
New York
|
+$118M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$113M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$97.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$363M |
| 2 |
BlackRock
New York
|
-$164M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$143M |
| 4 |
SC
Samlyn Capital
New York
|
-$91.8M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$90.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IUHSA
1226
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$18.4K | -133 | Closed |
|
|
HWM
1227
Horizons Wealth Management
Asheville,
North Carolina
| – | -$7.48K | -54 | Closed |
|
|
WAM
1228
Worth Asset Management
Dallas,
Texas
| – | -$5.4K | -39 | Closed |
|
|
CWA
1229
Clearview Wealth Advisors
Salem,
Oregon
| – | -$5.26K | -38 | Closed |
|
|
BG
1230
Bollard Group
Boston,
Massachusetts
| – | -$2K | -15 | Closed |
|
|
RI
1231
Ridgewood Investments
Springfield,
New Jersey
| – | -$1.8K | -13 | Closed |
|
1232
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$1.66K | -12 | Closed |
|
|
CTWM
1233
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$208 | -2 | Closed |
|
|
CAM
1234
ClariVest Asset Management
San Diego,
California
| – | +$395 | +3 | New |
|
YUM Hedge Fund Activity: Q3 2023 in Review
1,127 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2023, worth a combined $28.2B — down 11% from $31.5B a quarter earlier.
Sellers outnumbered buyers: 107 funds closed out of YUM and 79 opened new positions — a net loss of 28 holders — while 398 trimmed existing stakes and 362 added.
The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Fidelity Investments, cutting an estimated $363M.
- 1,127 institutional investors held Yum! Brands (YUM) as of Q3 2023, down from 1,170 in Q2 2023.
- Funds reported $28.2B of Yum! Brands stock for Q3 2023, down 11% quarter-over-quarter.
- 79 funds opened new Yum! Brands positions in Q3 2023 and 107 closed out, a net change of -28 holders.
- The largest Yum! Brands buyer in Q3 2023 was JP Morgan Chase, an estimated $296M added.
- The largest Yum! Brands seller in Q3 2023 was Fidelity Investments, an estimated $363M sold.
Based on aggregated 13F filings for Q3 2023.