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Yum! Brands

853 hedge funds and large institutions have $18.5B invested in Yum! Brands in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 282 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

0.54% more ownership

Funds ownership: 72.48%73.02% (+0.54%)

0% less capital invested

Capital invested by funds: $18.6B → $18.5B (-$84.5M)

1% less funds holding

Funds holding: 860853 (-7)

2% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 288

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less call options, than puts

Call options by funds: $153M | Put options by funds: $215M

Holders
853
Holders Change
-7
Holders Change %
-0.81%
% of All Funds
21.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
67
Increased
282
Reduced
288
Closed
64
Calls
$153M
Puts
$215M
Net Calls
-$61.5M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
251
Swiss Life Asset Management
$3.17M -$1.34M -17,752 -29%
AMM
252
American Money Management
California
$3.15M -$9.1K -121 -0.3%
AB
253
Amalgamated Bank
New York
$3.09M +$85K +1,130 +3%
CPC
254
Cookson Peirce & Co
Pennsylvania
$3.07M +$3.14M +41,765 New
HNB
255
Huntington National Bank
Ohio
$3.06M -$33.7K -448 -1%
Assenagon Asset Management
256
Assenagon Asset Management
Luxembourg
$3.06M +$3.12M +41,533 New
EHC
257
Everett Harris & Co
California
$3.05M -$33.8K -449 -1%
MOACM
258
Mutual of America Capital Management
New York
$3.03M +$53.6K +712 +2%
CIBC Asset Management
259
CIBC Asset Management
Ontario, Canada
$3.02M -$128K -1,700 -4%
MAM
260
Myriad Asset Management
Hong Kong
$2.99M
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$2.97M +$2.22M +29,485 +270%
QIM
262
Quantitative Investment Management
Virginia
$2.83M -$11.5M -153,100 -80%
UFF
263
USA Financial Formulas
Michigan
$2.81M +$2.88M +38,239 New
MF
264
Magnetar Financial
Illinois
$2.81M +$1.74M +23,081 +153%
YIA
265
YHB Investment Advisors
Connecticut
$2.75M +$31.1K +414 +1%
DY
266
Dowling & Yahnke
California
$2.73M -$12.4K -165 -0.4%
Wellington Management Group
267
Wellington Management Group
Massachusetts
$2.72M +$107K +1,422 +4%
DnB Asset Management
268
DnB Asset Management
Norway
$2.71M -$90.3K -1,200 -3%
JC
269
Jacobs & Co
California
$2.67M -$14.9K -198 -0.5%
SFFS
270
Stonehage Fleming Financial Services
Jersey
$2.66M +$677K +9,000 +33%
LTFS
271
Ladenburg Thalmann Financial Services
Florida
$2.65M +$282K +3,750 +12%
SAM
272
Securian Asset Management
Minnesota
$2.57M +$125K +1,658 +5%
LMGAM
273
Liberty Mutual Group Asset Management
Massachusetts
$2.56M -$1.42M -18,860 -35%
DILIC
274
Dai-ichi Life Insurance Company
Japan
$2.56M
CI
275
Conning Inc
Connecticut
$2.53M -$12.8K -170 -0.5%

YUM Hedge Fund Activity: Q3 2017 in Review

853 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2017, worth a combined $18.5B — down 0.45% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new YUM positions and 64 closed out — a net gain of 3 holders — while 282 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $603M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $194M sold.

  • 853 institutional investors held Yum! Brands (YUM) as of Q3 2017, down from 860 in Q2 2017.
  • Funds reported $18.5B of Yum! Brands stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 67 funds opened new Yum! Brands positions in Q3 2017 and 64 closed out, a net change of +3 holders.
  • The largest Yum! Brands buyer in Q3 2017 was T. Rowe Price Associates, an estimated $603M added.
  • The largest Yum! Brands seller in Q3 2017 was Renaissance Technologies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2017.