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Yum! Brands
YUM

1,176 hedge funds and large institutions have $28.3B invested in Yum! Brands in 2022 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 378 increasing their positions, 361 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 185 | Existing positions closed: 57

63% more call options, than puts

Call options by funds: $220M | Put options by funds: $134M

20% more capital invested

Capital invested by funds: $23.5B → $28.3B (+$4.78B)

10% more funds holding

Funds holding: 1,073 → 1,176 (+103)

5% more repeat investments, than reductions

Existing positions increased: 378 | Existing positions reduced: 361

0.22% more ownership

Funds ownership: 77.78% → 77.99% (+0.22%)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

Holders
1,176
Holders Change
+103
Holders Change %
+9.6%
% of All Funds
18.9%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
185
Increased
378
Reduced
361
Closed
57
Calls
$220M
Puts
$134M
Net Calls
+$85.2M
Net Calls Change
+$46.8M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$451M
2
Millennium Management
Millennium Management
New York
+$200M
3
Two Sigma Investments
Two Sigma Investments
New York
+$144M
4
HMP
HS Management Partners
New York
+$95.8M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$90.7M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$685M
2
MAM
Magellan Asset Management
Australia
-$334M
3
SCP
Soroban Capital Partners
New York
-$227M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$211M
5
Holocene Advisors
Holocene Advisors
New York
-$60.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.91B +$7.6M +62,714 +0.3%
BlackRock
2
BlackRock
New York
$2.68B +$16M +131,789 +0.6%
Capital World Investors
3
Capital World Investors
California
$1.63B +$62.4M +514,976 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.6B -$685M -5,654,798 -31%
State Street
5
State Street
Massachusetts
$1.44B -$45.1M -371,986 -3%
Capital International Investors
6
Capital International Investors
California
$1.34B +$52.4M +432,683 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$761M +$451M +3,719,676 +167%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$750M +$8.93M +73,735 +1%
SGA
9
Sustainable Growth Advisers
Connecticut
$629M -$12.8M -105,547 -2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$585M -$34.4M -284,150 -6%
MAM
11
Magellan Asset Management
Australia
$539M -$334M -2,759,800 -40%
Victory Capital Management
12
Victory Capital Management
Texas
$508M +$14.4M +119,275 +3%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$495M -$211M -1,740,318 -31%
Bank of America
14
Bank of America
North Carolina
$467M +$684K +5,650 +0.2%
Morgan Stanley
15
Morgan Stanley
New York
$417M +$84.6M +698,493 +27%
Citadel Advisors
16
Citadel Advisors
Florida
$405M -$45.7M -377,136 -11%
Northern Trust
17
Northern Trust
Illinois
$381M -$16.3M -134,340 -4%
Millennium Management
18
Millennium Management
New York
$352M +$200M +1,650,718 +150%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$343M -$8.31M -68,588 -2%
Norges Bank
20
Norges Bank
Norway
$315M +$31.4M +259,243 +12%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$305M +$90.7M +749,072 +46%
Legal & General Group
22
Legal & General Group
United Kingdom
$280M -$12.5M -103,518 -5%
AWA
23
Arete Wealth Advisors
Illinois
$272M +$4.97K +41 +2%
Capital Research Global Investors
24
Capital Research Global Investors
California
$244M +$172K +1,417 +0.1%
Invesco
25
Invesco
Georgia
$237M -$20.6M -169,913 -8%
1
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YUM Hedge Fund Activity: Q4 2022 in Review

1,176 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2022, worth a combined $28.3B — up 20% from $23.5B a quarter earlier.

Buyers outnumbered sellers: 185 funds opened new YUM positions and 57 closed out — a net gain of 128 holders — while 378 added to existing stakes and 361 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $451M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $685M.

  • 1,176 institutional investors held Yum! Brands (YUM) as of Q4 2022, up from 1,073 in Q3 2022.
  • Funds reported $28.3B of Yum! Brands stock for Q4 2022, up 20% quarter-over-quarter.
  • 185 funds opened new Yum! Brands positions in Q4 2022 and 57 closed out, a net change of +128 holders.
  • The largest Yum! Brands buyer in Q4 2022 was JP Morgan Chase, an estimated $451M added.
  • The largest Yum! Brands seller in Q4 2022 was T. Rowe Price Investment Management, an estimated $685M sold.

Based on aggregated 13F filings for Q4 2022.