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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
VanEck Associates
201
VanEck Associates
New York
$8.17M +$819K +6,364 +11%
Ensign Peak Advisors
202
Ensign Peak Advisors
Utah
$8.14M -$2.79M -21,700 -26%
SOADOR
203
State of Alaska Department of Revenue
Alaska
$8.14M -$93.2K -724 -1%
AIMCA
204
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$8.09M +$373K +2,900 +5%
UIM
205
USS Investment Management
United Kingdom
$7.99M
Cerity Partners
206
Cerity Partners
New York
$7.73M -$249K -1,933 -7%
TPSF
207
Texas Permanent School Fund
Texas
$7.65M +$2.34M +18,206 +46%
JC
208
Jacobs & Co
California
$7.56M -$127K -990 -2%
MAM
209
Meeder Asset Management
Ohio
$7.55M +$2.89M +22,446 +65%
GCM
210
Graham Capital Management
Connecticut
$7.53M +$6.94M +53,938 +1,766%
WAS
211
Wesleyan Assurance Society
United Kingdom
$7.4M
GC
212
Guggenheim Capital
Illinois
$7.23M -$287K -2,232 -4%
GAM
213
Gotham Asset Management
New York
$7.03M +$4.76M +37,004 +228%
AWS
214
Atria Wealth Solutions
New York
$6.91M +$10.6K +82 +0.2%
II
215
IFM Investors
Australia
$6.84M +$54.7K +425 +0.8%
CWM
216
CIBC World Markets
New York
$6.67M -$2.07M -16,101 -24%
URS
217
Utah Retirement Systems
Utah
$6.64M +$25.7K +200 +0.4%
Mariner
218
Mariner
Kansas
$6.61M +$363K +2,820 +6%
WAM
219
Weiss Asset Management
Massachusetts
$6.55M +$6.38M +49,606 New
ACM
220
Aquatic Capital Management
Illinois
$6.53M +$6.36M +49,400 New
TC
221
Tenere Capital
New York
$6.52M +$6.35M +49,380 New
JF
222
Jump Financial
Illinois
$6.41M -$486K -3,780 -7%
Jane Street
223
Jane Street
New York
$6.41M -$2.41M -18,767 -28%
COPPSERS
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.27M -$19K -148 -0.3%
AAM
225
Advisors Asset Management
Colorado
$6.23M +$775K +6,024 +15%

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.