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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.02B +$18.4M +142,757 +0.6%
BlackRock
2
BlackRock
New York
$2.79B +$31.5M +244,479 +1%
Capital World Investors
3
Capital World Investors
California
$1.67B -$6.9M -53,639 -0.4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$1.55B -$90.1M -700,510 -6%
State Street
5
State Street
Massachusetts
$1.45B -$35.9M -278,852 -2%
Capital International Investors
6
Capital International Investors
California
$1.45B +$62.9M +488,827 +5%
JP Morgan Chase
7
JP Morgan Chase
New York
$1.18B +$389M +3,021,351 +51%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$785M +$11.6M +90,152 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$775M +$622M +4,831,505 +466%
SGA
10
Sustainable Growth Advisers
Connecticut
$656M +$7.7M +59,807 +1%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$589M -$14.3M -110,761 -2%
MAM
12
Magellan Asset Management
Australia
$554M -$2.41M -18,756 -0.4%
Victory Capital Management
13
Victory Capital Management
Texas
$527M +$2.85M +22,111 +0.6%
Bank of America
14
Bank of America
North Carolina
$484M +$2.39M +18,540 +0.5%
Morgan Stanley
15
Morgan Stanley
New York
$423M -$7.27M -56,492 -2%
Northern Trust
16
Northern Trust
Illinois
$391M -$1.47M -11,430 -0.4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$360M +$43.6M +338,934 +14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$343M -$10.4M -80,494 -3%
OIAM
19
OFI Invest Asset Management
France
$335M +$5.69B +44,256,970 New
Norges Bank
20
Norges Bank
Norway
$334M +$8.63M +67,046 +3%
Legal & General Group
21
Legal & General Group
United Kingdom
$295M +$6.12M +47,577 +2%
Invesco
22
Invesco
Georgia
$269M +$24.7M +191,688 +10%
Renaissance Technologies
23
Renaissance Technologies
New York
$235M +$36M +279,800 +19%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$222M -$282M -2,188,878 -57%
N
25
Nuveen
North Carolina
$206M -$2.85M -22,165 -1%

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.