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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
NC
1226
NewSquare Capital
Pennsylvania
$2.42K +$2.44K +18 New
MMCM
1227
Murphy & Mullick Capital Management
New York
$2.25K +$2.3K +17 New
SVCP
1228
Silicon Valley Capital Partners
California
$2.2K – – –
KIM
1229
Kestra Investment Management
Texas
$2.16K +$2.16K +16 New
AF
1230
Advisornet Financial
Minnesota
$2.15K -$4.6K -34 -68%
GSWM
1231
Golden State Wealth Management
California
$2.02K +$2.03K +15 New
CWP
1232
Clark Wealth Partners
Illinois
$1.88K +$1.89K +14 New
HFS
1233
Horizon Financial Services
North Carolina
$1.48K – – –
CF
1234
Conquis Financial
California
$1.48K +$1.49K +11 New
GFL
1235
Granite FO LLC
New Hampshire
$1.34K – – –
MBFW
1236
Morton Brown Family Wealth
Pennsylvania
$1.07K – – –
PS
1237
PayPay Securities
Japan
$1.07K +$406 +3 +60%
WOC
1238
West Oak Capital
California
$1K – – –
QL
1239
Quarry LP
New York
$939 -$30.4K -225 -97%
BC
1240
Broadwater Capital
Massachusetts
$805 – – –
PWA
1241
Principia Wealth Advisory
Texas
$805 +$812 +6 New
WW
1242
Winnow Wealth
Texas
$692 +$812 +6 New
VWA
1243
Valued Wealth Advisors
Utah
$671 – – –
CAWM
1244
Capital A Wealth Management
Pennsylvania
$671 +$676 +5 New
GFPC
1245
Global Financial Private Client
Florida
$671 +$676 +5 New
BSB
1246
Bangor Savings Bank
Maine
$402 – – –
PWM
1247
Parkworth Wealth Management
California
$402 +$406 +3 New
CPG
1248
Cornerstone Planning Group
New Jersey
$393 – – –
KHC
1249
Koesten Hirschmann & Crabtree
Kansas
$269 – – –
RF
1250
Robinswood Financial
Washington
$269 – – –
48 49
50
51 52

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.