Yum! Brands
1,170 hedge funds and large institutions have $31.5B invested in Yum! Brands in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 422 increasing their positions, 389 reducing their positions, and 87 closing their positions.
54% more call options, than puts
Call options by funds: $243M | Put options by funds: $157M
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
7% more capital invested
Capital invested by funds: $29.4B → $31.5B (+$2.14B)
8% more repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 389
1% less funds holding
Funds holding: 1,178 → 1,170 (-8)
1% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 87
12.85% less ownership
Funds ownership: 94.2% → 81.34% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$481M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$299M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$253M |
| 4 |
JP Morgan Chase
New York
|
+$148M |
| 5 |
Man Group
London,
United Kingdom
|
+$92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$5.96B |
| 2 |
Holocene Advisors
New York
|
-$169M |
| 3 |
Renaissance Technologies
New York
|
-$153M |
| 4 |
SC
Samlyn Capital
New York
|
-$98.3M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$64.8M |
YUM Hedge Fund Activity: Q2 2023 in Review
1,170 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2023, worth a combined $31.5B — up 7.3% from $29.4B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of YUM and 86 opened new positions — a net loss of 1 holder — while 389 trimmed existing stakes and 422 added.
The largest buyer was BlackRock, adding an estimated $481M. The largest seller was OFI Invest Asset Management, cutting an estimated $5.96B.
- 1,170 institutional investors held Yum! Brands (YUM) as of Q2 2023, down from 1,178 in Q1 2023.
- Funds reported $31.5B of Yum! Brands stock for Q2 2023, up 7.3% quarter-over-quarter.
- 86 funds opened new Yum! Brands positions in Q2 2023 and 87 closed out, a net change of -1 holder.
- The largest Yum! Brands buyer in Q2 2023 was BlackRock, an estimated $481M added.
- The largest Yum! Brands seller in Q2 2023 was OFI Invest Asset Management, an estimated $5.96B sold.
Based on aggregated 13F filings for Q2 2023.