Yum! Brands
1,177 hedge funds and large institutions have $29.1B invested in Yum! Brands in 2023 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 395 increasing their positions, 395 reducing their positions, and 73 closing their positions.
38% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 73
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: 12 → 14 (+2)
4% more capital invested
Capital invested by funds: $28B → $29.1B (+$1.13B)
0.81% more ownership
Funds ownership: 77.7% → 78.51% (+0.81%)
0% more funds holding
Funds holding: 1,176 → 1,177 (+1)
0% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 395
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$622M |
| 2 |
JP Morgan Chase
New York
|
+$389M |
| 3 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
+$65.1M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$62.9M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$52.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$395M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$282M |
| 3 |
Millennium Management
New York
|
-$262M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$138M |
| 5 |
Two Sigma Investments
New York
|
-$134M |
YUM Hedge Fund Activity: Q1 2023 in Review
1,177 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2023, worth a combined $29.1B — up 4% from $28B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new YUM positions and 73 closed out — a net gain of 28 holders — while 395 added to existing stakes and 395 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $622M. The largest seller was Citadel Advisors, cutting an estimated $395M.
- 1,177 institutional investors held Yum! Brands (YUM) as of Q1 2023, up from 1,176 in Q4 2022.
- Funds reported $29.1B of Yum! Brands stock for Q1 2023, up 4% quarter-over-quarter.
- 101 funds opened new Yum! Brands positions in Q1 2023 and 73 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.