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Yum! Brands

1,092 hedge funds and large institutions have $25B invested in Yum! Brands in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 372 increasing their positions, 390 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more funds holding in top 10

Funds holding in top 10: 712 (+5)

71% more call options, than puts

Call options by funds: $160M | Put options by funds: $94M

0.54% more ownership

Funds ownership: 76.94%77.48% (+0.54%)

5% less repeat investments, than reductions

Existing positions increased: 372 | Existing positions reduced: 390

5% less funds holding

Funds holding: 1,1461,092 (-54)

5% less capital invested

Capital invested by funds: $26.3B → $25B (-$1.32B)

33% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 99

Holders
1,092
Holders Change
-54
Holders Change %
-4.71%
% of All Funds
18.4%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.2%
New
66
Increased
372
Reduced
390
Closed
99
Calls
$160M
Puts
$94M
Net Calls
+$66.4M
Net Calls Change
+$1.57M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$3.41B -$420M -3,608,707 -11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.57B -$7.78M -66,898 -0.3%
BlackRock
3
BlackRock
New York
$2.21B +$28M +241,215 +1%
State Street
4
State Street
Massachusetts
$1.31B -$73.6M -633,150 -5%
Capital World Investors
5
Capital World Investors
California
$1.24B +$634M +5,452,498 +99%
MAM
6
Magellan Asset Management
Australia
$1.01B -$143M -1,227,326 -12%
Capital International Investors
7
Capital International Investors
California
$984M +$500M +4,300,578 +99%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$640M +$7.05M +60,665 +1%
SGA
9
Sustainable Growth Advisers
Connecticut
$575M -$127M -1,088,543 -18%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$571M -$61.2M -526,561 -9%
Bank of America
11
Bank of America
North Carolina
$430M +$7.35M +63,187 +2%
Victory Capital Management
12
Victory Capital Management
Texas
$394M -$69.5M -597,546 -15%
Northern Trust
13
Northern Trust
Illinois
$355M -$21.5M -184,986 -6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$319M -$4.85M -41,727 -1%
Citadel Advisors
15
Citadel Advisors
Florida
$297M +$39.4M +338,994 +15%
Morgan Stanley
16
Morgan Stanley
New York
$296M +$114M +982,798 +60%
Legal & General Group
17
Legal & General Group
United Kingdom
$260M +$14.1M +121,018 +6%
SCP
18
Soroban Capital Partners
New York
$243M +$13.2M +113,257 +6%
Norges Bank
19
Norges Bank
Norway
$229M +$13.9M +119,747 +6%
Invesco
20
Invesco
Georgia
$217M +$8.47M +72,837 +4%
Capital Research Global Investors
21
Capital Research Global Investors
California
$207M -$16.7K -144 -0%
Holocene Advisors
22
Holocene Advisors
New York
$207M +$209M +1,796,550 +7,438%
N
23
Nuveen
North Carolina
$176M -$125M -1,073,036 -41%
SC
24
Samlyn Capital
New York
$171M +$54.4M +467,690 +45%
Charles Schwab
25
Charles Schwab
California
$164M -$614K -5,279 -0.4%

YUM Hedge Fund Activity: Q2 2022 in Review

1,092 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2022, worth a combined $25B — down 5% from $26.3B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of YUM and 66 opened new positions — a net loss of 33 holders — while 390 trimmed existing stakes and 372 added.

The largest buyer was Capital World Investors, adding an estimated $634M. The largest seller was T. Rowe Price Associates, cutting an estimated $420M.

  • 1,092 institutional investors held Yum! Brands (YUM) as of Q2 2022, down from 1,146 in Q1 2022.
  • Funds reported $25B of Yum! Brands stock for Q2 2022, down 5% quarter-over-quarter.
  • 66 funds opened new Yum! Brands positions in Q2 2022 and 99 closed out, a net change of -33 holders.
  • The largest Yum! Brands buyer in Q2 2022 was Capital World Investors, an estimated $634M added.
  • The largest Yum! Brands seller in Q2 2022 was T. Rowe Price Associates, an estimated $420M sold.

Based on aggregated 13F filings for Q2 2022.