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Yum! Brands

1,259 hedge funds and large institutions have $32.2B invested in Yum! Brands in 2024 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 395 increasing their positions, 422 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more call options, than puts

Call options by funds: $425M | Put options by funds: $204M

51% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 97

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

2% more funds holding

Funds holding: 1,2331,259 (+26)

0.41% more ownership

Funds ownership: 84.48%84.89% (+0.41%)

3% less capital invested

Capital invested by funds: $33.1B → $32.2B (-$858M)

6% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 422

Holders
1,259
Holders Change
+26
Holders Change %
+2.11%
% of All Funds
16.58%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
146
Increased
395
Reduced
422
Closed
97
Calls
$425M
Puts
$204M
Net Calls
+$221M
Net Calls Change
-$10M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.51B +$10.3M +76,498 +0.2%
BlackRock
2
BlackRock
New York
$3.58B +$302M +2,234,918 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$3.08B +$63.7M +470,596 +2%
Capital International Investors
4
Capital International Investors
California
$2.07B -$22.2M -163,781 -1%
State Street
5
State Street
Massachusetts
$1.75B +$50.6M +374,227 +3%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$1.39B -$37.1M -273,919 -3%
Capital World Investors
7
Capital World Investors
California
$1.31B -$211M -1,556,478 -14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.02B +$22.1M +163,462 +2%
SGA
9
Sustainable Growth Advisers
Connecticut
$748M -$125M -923,550 -14%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$516M -$17.5M -129,079 -3%
Morgan Stanley
11
Morgan Stanley
New York
$496M -$20.5M -151,790 -4%
Northern Trust
12
Northern Trust
Illinois
$476M +$81.3M +601,361 +20%
Bank of America
13
Bank of America
North Carolina
$450M -$59.6M -440,518 -12%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$441M -$23.8K -176 -5%
Norges Bank
15
Norges Bank
Norway
$419M +$39.1M +289,054 +10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$338M +$3.34M +24,681 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$316M +$12.7M +94,026 +4%
Invesco
18
Invesco
Georgia
$306M +$33M +244,264 +12%
Legal & General Group
19
Legal & General Group
United Kingdom
$302M -$48M -354,636 -14%
MAM
20
Magellan Asset Management
Australia
$277M +$16.3M +120,434 +6%
UBS AM
21
UBS AM
Illinois
$274M +$34.9M +258,369 +14%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$258M -$16.6M -122,692 -6%
UBS Group
23
UBS Group
Switzerland
$256M +$45.1M +333,518 +21%
CCM
24
Cantillon Capital Management
New York
$252M +$61.2M +452,339 +32%
Charles Schwab
25
Charles Schwab
California
$225M +$6.01M +44,428 +3%

YUM Hedge Fund Activity: Q4 2024 in Review

1,259 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2024, worth a combined $32.2B — down 2.6% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new YUM positions and 97 closed out — a net gain of 49 holders — while 395 added to existing stakes and 422 trimmed.

The largest buyer was BlackRock, adding an estimated $302M. The largest seller was Capital World Investors, cutting an estimated $211M.

  • 1,259 institutional investors held Yum! Brands (YUM) as of Q4 2024, up from 1,233 in Q3 2024.
  • Funds reported $32.2B of Yum! Brands stock for Q4 2024, down 2.6% quarter-over-quarter.
  • 146 funds opened new Yum! Brands positions in Q4 2024 and 97 closed out, a net change of +49 holders.
  • The largest Yum! Brands buyer in Q4 2024 was BlackRock, an estimated $302M added.
  • The largest Yum! Brands seller in Q4 2024 was Capital World Investors, an estimated $211M sold.

Based on aggregated 13F filings for Q4 2024.