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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
HighTower Advisors
151
HighTower Advisors
Illinois
$14.9M -$604K -4,692 -4%
VOYA Investment Management
152
VOYA Investment Management
Georgia
$14.7M -$1.09M -8,440 -7%
SF
153
Summit Financial
New Jersey
$13.9M +$39.1K +304 +0.3%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$13.8M +$267K +2,074 +2%
Squarepoint
155
Squarepoint
New York
$13.7M -$19.5M -151,529 -59%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$13.5M -$631K -4,902 -5%
CI
157
Capital International
California
$13.5M +$200K +1,551 +2%
AAF
158
Andra AP-fonden
Sweden
$13.4M +$4.4M +34,200 +51%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$13.4M +$1.56M +12,090 +14%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$13.3M +$246K +1,909 +2%
SAI
161
Systematic Alpha Investments
New Jersey
$13.1M
CIS
162
Capital International Sarl
California
$12.7M +$2.99M +23,214 +32%
American Century Companies
163
American Century Companies
Missouri
$12.5M +$522K +4,055 +4%
APG Asset Management
164
APG Asset Management
Netherlands
$12.2M -$778K -6,045 -6%
SEI Investments
165
SEI Investments
Pennsylvania
$12M +$1.67M +12,944 +17%
FAF
166
Första AP-fonden
Sweden
$12M -$1.84M -14,300 -14%
Nordea Investment Management
167
Nordea Investment Management
Sweden
$12M +$6.26M +48,642 +114%
Citadel Advisors
168
Citadel Advisors
Florida
$11.8M -$395M -3,072,839 -97%
ZIC
169
ZWJ Investment Counsel
Georgia
$11.6M +$373K +2,897 +3%
M&T Bank
170
M&T Bank
New York
$11.6M -$71.4K -555 -0.6%
First Manhattan
171
First Manhattan
New York
$11.4M -$3.08M -23,913 -21%
CB
172
Commerce Bank
Missouri
$11.2M -$58.9K -458 -0.5%
AIG
173
American International Group
New York
$11.1M -$23K -179 -0.2%
National Bank of Canada
174
National Bank of Canada
Quebec, Canada
$11M -$1.25M -9,738 -10%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$10.8M +$2.57M +19,988 +32%

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.