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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
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$20.4M -$7.41M -57,552 -27%
Allianz Asset Management
127
Allianz Asset Management
Germany
$20.4M +$5.37M +41,737 +37%
PMFA
128
Plante Moran Financial Advisors
Michigan
$19.4M -$5.28K -41 -0%
Robeco Institutional Asset Management
129
Robeco Institutional Asset Management
Netherlands
$19.2M +$4.89M +38,004 +35%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$19.2M -$1.56M -12,137 -8%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.2M -$535K -4,161 -3%
MSV
132
MN Services Vermogensbeheer
Netherlands
$18.8M +$566K +4,400 +3%
Two Sigma Investments
133
Two Sigma Investments
New York
$18.8M -$134M -1,045,083 -88%
HIMC
134
Heritage Investors Management Corp
Maryland
$18.7M -$529K -4,114 -3%
USAA
135
United Services Automobile Association
Texas
$18.6M +$6.69M +52,013 +59%
Franklin Resources
136
Franklin Resources
California
$18.2M +$6.56M +50,974 +59%
PI
137
PGGM Investments
Netherlands
$17.8M -$334K -2,596 -2%
BCI
138
Brinker Capital Investments
Pennsylvania
$17.6M +$626K +4,865 +4%
OPS
139
Orion Portfolio Solutions
Nebraska
$17.6M +$16.2M +125,693 +1,745%
Swedbank
140
Swedbank
Sweden
$17.2M -$337K -2,619 -2%
KFC
141
Klingenstein Fields & Co
New York
$17.1M -$656K -5,097 -4%
Two Sigma Advisers
142
Two Sigma Advisers
New York
$17M -$71.1M -552,200 -81%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$16.8M +$97.8K +760 +0.6%
CGIM
144
Capital Group Investment Management
Singapore
$16.7M -$8.21M -63,786 -34%
HCM
145
Howland Capital Management
Massachusetts
$16.6M +$517K +4,015 +3%
Truist Financial
146
Truist Financial
North Carolina
$16.5M -$865K -6,724 -5%
US Bancorp
147
US Bancorp
Minnesota
$15.8M -$1.15M -8,920 -7%
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$15.6M -$790K -6,136 -5%
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$15.4M -$6.96M -54,059 -32%
ADEF
150
Adams Diversified Equity Fund
Maryland
$15M

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.