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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
226
HAP Trading
New York
$8.28M +$6M +94,750 +286%
IC
227
InterOcean Capital
Illinois
$8.25M
OPERF
228
Oregon Public Employees Retirement Fund
Oregon
$8.15M -$458K -7,233 -5%
GG
229
Gofen & Glossberg
Illinois
$8.12M +$1.25M +19,739 +19%
BNP Paribas Asset Management
230
BNP Paribas Asset Management
France
$8.08M +$383K +6,046 +5%
GGHC
231
Gilder Gagnon Howe & Co
New York
$8.05M -$194K -3,063 -2%
EHC
232
Everett Harris & Co
California
$7.99M -$519K -8,189 -6%
CCA
233
Cobblestone Capital Advisors
New York
$7.92M -$134K -2,113 -2%
MTIM
234
Marathon Trading Investment Management
Pennsylvania
$7.88M +$7.71M +121,763 New
LMGAM
235
Liberty Mutual Group Asset Management
Massachusetts
$7.85M -$206K -3,252 -3%
BUB
236
BBVA USA Bancshares
Texas
$7.67M -$7.22K -114 -0.1%
Voloridge Investment Management
237
Voloridge Investment Management
Florida
$7.61M +$7.44M +117,456 New
PL
238
Perpetual Ltd
Australia
$7.55M
MA
239
MUFG Americas
New York
$7.54M -$364K -5,747 -5%
First Trust Advisors
240
First Trust Advisors
Illinois
$7.52M -$1.55M -24,476 -17%
AIM
241
Artemis Investment Management
United Kingdom
$7.52M +$1.54M +24,380 +27%
Los Angeles Capital Management
242
Los Angeles Capital Management
California
$7.46M
MSR
243
Main Street Research
Connecticut
$7.44M +$708K +11,181 +11%
FBB
244
Fulton Breakefield Broenniman
Maryland
$7.28M -$33.8K -534 -0.5%
Baird Financial Group
245
Baird Financial Group
Wisconsin
$7.13M +$6.98M +110,166 New
SAM
246
Silvercrest Asset Management
New York
$7.13M +$1.87M +29,487 +37%
Calamos Advisors
247
Calamos Advisors
Illinois
$6.97M +$5.04M +79,600 +284%
URS
248
Utah Retirement Systems
Utah
$6.93M -$167K -2,643 -2%
CAM
249
Coronation Asset Management
South Africa
$6.88M -$8.77M -138,368 -57%
RW
250
Rand Wealth
Maryland
$6.83M -$71.1K -1,122 -1%

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.