Yum! Brands
YUM
972 hedge funds and large institutions have $21B invested in Yum! Brands in 2020 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 295 increasing their positions, 374 reducing their positions, and 77 closing their positions.
5% more capital invested
Capital invested by funds: $20B → $21B (+$1.03B)
0.18% more ownership
Funds ownership: 76.48% → 76.66% (+0.18%)
4% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 77
1% less funds holding
Funds holding: 985 → 972 (-13)
20% less call options, than puts
Call options by funds: $259M | Put options by funds: $323M
21% less repeat investments, than reductions
Existing positions increased: 295 | Existing positions reduced: 374
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$269M |
| 2 |
JP Morgan Chase
New York
|
+$262M |
| 3 |
SCP
Soroban Capital Partners
New York
|
+$259M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$167M |
| 5 |
D.E. Shaw & Co
New York
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$298M |
| 2 |
MCM
Melvin Capital Management
New York
|
-$156M |
| 3 |
Millennium Management
New York
|
-$142M |
| 4 |
JCM
Junto Capital Management
New York
|
-$90.9M |
| 5 |
BlackRock
New York
|
-$74.7M |
YUM Hedge Fund Activity: Q3 2020 in Review
972 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2020, worth a combined $21B — up 5.1% from $20B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of YUM and 74 opened new positions — a net loss of 3 holders — while 374 trimmed existing stakes and 295 added.
The largest buyer was Capital World Investors, opening a new position worth an estimated $269M. The largest seller was Citadel Advisors, cutting an estimated $298M.
- 972 institutional investors held Yum! Brands (YUM) as of Q3 2020, down from 985 in Q2 2020.
- Funds reported $21B of Yum! Brands stock for Q3 2020, up 5.1% quarter-over-quarter.
- 74 funds opened new Yum! Brands positions in Q3 2020 and 77 closed out, a net change of -3 holders.
- The largest Yum! Brands buyer in Q3 2020 was Capital World Investors, an estimated $269M added.
- The largest Yum! Brands seller in Q3 2020 was Citadel Advisors, an estimated $298M sold.
Based on aggregated 13F filings for Q3 2020.