Yum! Brands
YUM
1,206 hedge funds and large institutions have $31.9B invested in Yum! Brands in 2024 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 408 increasing their positions, 403 reducing their positions, and 104 closing their positions.
74% more call options, than puts
Call options by funds: $521M | Put options by funds: $299M
1% more repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 403
0.63% more ownership
Funds ownership: 84.98% → 85.61% (+0.63%)
4% less capital invested
Capital invested by funds: $33.1B → $31.9B (-$1.2B)
2% less funds holding
Funds holding: 1,236 → 1,206 (-30)
15% less first-time investments, than exits
New positions opened: 88 | Existing positions closed: 104
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$608M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$217M |
| 3 |
JP Morgan Chase
New York
|
+$124M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$110M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$106M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$336M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$127M |
| 3 |
HMP
HS Management Partners
New York
|
-$121M |
| 4 |
Barclays
London,
United Kingdom
|
-$74.7M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$57.7M |
YUM Hedge Fund Activity: Q2 2024 in Review
1,206 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2024, worth a combined $31.9B — down 3.6% from $33.1B a quarter earlier.
Sellers outnumbered buyers: 104 funds closed out of YUM and 88 opened new positions — a net loss of 16 holders — while 403 trimmed existing stakes and 408 added.
The largest buyer was Vanguard Group, adding an estimated $608M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $336M.
- 1,206 institutional investors held Yum! Brands (YUM) as of Q2 2024, down from 1,236 in Q1 2024.
- Funds reported $31.9B of Yum! Brands stock for Q2 2024, down 3.6% quarter-over-quarter.
- 88 funds opened new Yum! Brands positions in Q2 2024 and 104 closed out, a net change of -16 holders.
- The largest Yum! Brands buyer in Q2 2024 was Vanguard Group, an estimated $608M added.
- The largest Yum! Brands seller in Q2 2024 was T. Rowe Price Investment Management, an estimated $336M sold.
Based on aggregated 13F filings for Q2 2024.