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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
ERSOT
251
Employees Retirement System of Texas
Texas
$6.76M +$4.14M +65,377 +168%
CCS
252
Crosspoint Capital Strategies
California
$6.75M +$6.58M +103,884 +24,912%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$6.7M +$466K +7,359 +8%
WG
254
Winton Group
United Kingdom
$6.57M -$12.3M -193,716 -66%
NSAM
255
North Star Asset Management
Wisconsin
$6.44M -$12.3K -194 -0.2%
QIM
256
Quest Investment Management
Oregon
$6.43M +$369K +5,820 +6%
GH
257
GAM Holding
Switzerland
$6.25M -$984K -15,533 -14%
Twin Tree Management
258
Twin Tree Management
Texas
$6.19M +$6.06M +95,598 New
HighTower Advisors
259
HighTower Advisors
Illinois
$6.19M -$778K -12,279 -11%
CAM
260
Cypress Asset Management
Texas
$6.18M -$26.4K -417 -0.4%
Daiwa Securities Group
261
Daiwa Securities Group
Japan
$6.13M +$5.09M +80,400 +561%
Creative Planning
262
Creative Planning
Kansas
$6.07M +$151K +2,389 +3%
ZIM
263
Zacks Investment Management
Illinois
$5.81M +$282K +4,453 +5%
RP
264
Realm Partners
New York
$5.79M +$828K +13,075 +17%
BWFM
265
Bridgewater Wealth & Financial Management
Maryland
$5.74M +$277K +4,373 +5%
TU
266
TDAM USA
Ontario, Canada
$5.5M -$370K -5,837 -6%
CA
267
Commerzbank Aktiengesellschaft
Germany
$5.42M -$4.61M -72,762 -47%
CANY
268
Caxton Associates (New York)
New York
$5.41M -$8.81M -139,100 -63%
CTA
269
Colonial Trust Advisors
South Carolina
$5.39M -$126K -1,981 -2%
CAW
270
Cornerstone Advisors (Washington)
Washington
$5.39M
CFB
271
Cullen/Frost Bankers
Texas
$5.28M +$401K +6,323 +8%
LPL Financial
272
LPL Financial
California
$5.09M -$99.7K -1,573 -2%
RCM
273
Riverhead Capital Management
Delaware
$5.02M -$260K -4,106 -5%
BHA
274
Beech Hill Advisors
New York
$5.02M -$2.49M -39,366 -34%
ARC
275
Absolute Return Capital
Massachusetts
$5.02M -$8.17M -128,918 -62%

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.