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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
GT
176
Glenmede Trust
Pennsylvania
$10.8M +$12.7K +99 +0.1%
FAF
177
Fjarde Ap-fonden
Sweden
$10.6M -$888K -6,900 -8%
NFAM
178
North Fourth Asset Management
New Jersey
$10.6M +$10.3M +80,000 New
CA
179
Cullinan Associates
Kentucky
$10.4M -$488K -3,795 -5%
AB
180
Amalgamated Bank
New York
$10.4M +$529K +4,109 +6%
SH
181
SeaTown Holdings
Singapore
$10.2M -$4.57M -35,500 -32%
SOMRS
182
State of Michigan Retirement System
Michigan
$10.2M +$51.5K +400 +0.5%
ASRS
183
Arizona State Retirement System
Arizona
$10.2M -$79.4K -617 -0.8%
Aberdeen Group
184
Aberdeen Group
United Kingdom
$10.1M +$151K +1,175 +2%
Creative Planning
185
Creative Planning
Kansas
$10M -$137K -1,061 -1%
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$10M +$24.8K +193 +0.3%
UCFA
187
United Capital Financial Advisors
Texas
$9.9M -$1.43M -11,087 -13%
IIM
188
INTECH Investment Management
Florida
$9.8M +$1.56M +12,157 +20%
AQR Capital Management
189
AQR Capital Management
Connecticut
$9.73M -$11.1M -86,329 -54%
MIM
190
MetLife Investment Management
New Jersey
$9.72M -$163K -1,269 -2%
Nomura Asset Management
191
Nomura Asset Management
Japan
$9.59M +$307K +2,382 +3%
SGI
192
Summit Global Investments
Utah
$9.03M +$8.8M +68,379 New
BNP Paribas Asset Management
193
BNP Paribas Asset Management
France
$8.98M +$456K +3,544 +6%
Osaic Holdings
194
Osaic Holdings
Arizona
$8.97M +$265K +2,061 +3%
Janus Henderson Group
195
Janus Henderson Group
United Kingdom
$8.91M -$2.27M -17,617 -21%
RJFSA
196
Raymond James Financial Services Advisors
Florida
$8.77M +$207K +1,605 +2%
Tudor Investment Corp
197
Tudor Investment Corp
Connecticut
$8.68M +$8.46M +65,735 New
NYLIM
198
New York Life Investment Management
New York
$8.61M +$2.69M +20,924 +47%
O
199
Ossiam
France
$8.44M -$10.4M -80,452 -56%
AIM
200
Achmea Investment Management
Netherlands
$8.37M +$3.59M +27,895 +79%

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.