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Yum! Brands
YUM

1,233 hedge funds and large institutions have $33.1B invested in Yum! Brands in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 381 increasing their positions, 453 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $599M | Put options by funds: $367M

62% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 66

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

2% more funds holding

Funds holding: 1,205 → 1,233 (+28)

4% more capital invested

Capital invested by funds: $31.9B → $33.1B (+$1.14B)

1.14% less ownership

Funds ownership: 85.61% → 84.48% (-1.1%)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 453

Holders
1,233
Holders Change
+28
Holders Change %
+2.32%
% of All Funds
17.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
107
Increased
381
Reduced
453
Closed
66
Calls
$599M
Puts
$367M
Net Calls
+$231M
Net Calls Change
+$9.25M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$806M
2
Capital International Investors
Capital International Investors
California
+$146M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$130M
4
BlackRock
BlackRock
New York
+$119M
5
SGA
Sustainable Growth Advisers
Connecticut
+$105M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.11B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$260M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$164M
4
Citadel Advisors
Citadel Advisors
Florida
-$102M
5
Victory Capital Management
Victory Capital Management
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.69B +$15.8M +118,557 +0.4%
BlackRock
2
BlackRock
New York
$3.42B +$119M +896,118 +4%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.15B +$806M +6,065,037 +37%
Capital International Investors
4
Capital International Investors
California
$2.18B +$146M +1,094,860 +8%
State Street
5
State Street
Massachusetts
$1.78B -$4.41M -33,195 -0.3%
Capital World Investors
6
Capital World Investors
California
$1.58B -$1.11B -8,370,950 -42%
T. Rowe Price Investment Management
7
T. Rowe Price Investment Management
Maryland
$1.49B -$17.8M -133,850 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.04B +$14.8M +111,147 +2%
SGA
9
Sustainable Growth Advisers
Connecticut
$908M +$105M +790,036 +14%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$555M -$16.9M -127,023 -3%
Morgan Stanley
11
Morgan Stanley
New York
$537M -$8.01M -60,267 -2%
Bank of America
12
Bank of America
North Carolina
$530M +$33.8M +254,574 +7%
Northern Trust
13
Northern Trust
Illinois
$411M -$8.48M -63,790 -2%
Norges Bank
14
Norges Bank
Norway
$396M -$28.4M -213,409 -7%
Legal & General Group
15
Legal & General Group
United Kingdom
$364M -$7.76M -58,405 -2%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$349M -$260M -1,956,315 -44%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$316M -$7.06M -53,072 -2%
TD Asset Management
18
TD Asset Management
Ontario, Canada
$287M -$2.63M -19,773 -1%
Invesco
19
Invesco
Georgia
$285M +$25.1M +188,941 +10%
MAM
20
Magellan Asset Management
Australia
$272M -$28.4M -213,649 -10%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$255M -$68.4M -514,229 -22%
UBS AM
22
UBS AM
Illinois
$250M -$24.7M -185,549 -9%
SCP
23
Soroban Capital Partners
New York
$230M +$73.4M +551,971 +51%
Charles Schwab
24
Charles Schwab
California
$228M +$869K +6,537 +0.4%
UBS Group
25
UBS Group
Switzerland
$220M +$13.7M +102,691 +7%
1
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YUM Hedge Fund Activity: Q3 2024 in Review

1,233 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2024, worth a combined $33.1B — up 3.6% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new YUM positions and 66 closed out — a net gain of 41 holders — while 381 added to existing stakes and 453 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $806M. The largest seller was Capital World Investors, cutting an estimated $1.11B.

  • 1,233 institutional investors held Yum! Brands (YUM) as of Q3 2024, up from 1,205 in Q2 2024.
  • Funds reported $33.1B of Yum! Brands stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 107 funds opened new Yum! Brands positions in Q3 2024 and 66 closed out, a net change of +41 holders.
  • The largest Yum! Brands buyer in Q3 2024 was JP Morgan Chase, an estimated $806M added.
  • The largest Yum! Brands seller in Q3 2024 was Capital World Investors, an estimated $1.11B sold.

Based on aggregated 13F filings for Q3 2024.