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Yum! Brands

795 hedge funds and large institutions have $25.6B invested in Yum! Brands in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 303 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

2% more funds holding

Funds holding: 779795 (+16)

2% less capital invested

Capital invested by funds: $26.2B → $25.6B (-$560M)

2% less call options, than puts

Call options by funds: $370M | Put options by funds: $379M

1.2% less ownership

Funds ownership: 108.24%107.04% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 303

Holders
795
Holders Change
+16
Holders Change %
+2.05%
% of All Funds
22.96%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.58%
New
78
Increased
271
Reduced
303
Closed
51
Calls
$370M
Puts
$379M
Net Calls
-$9.23M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
276
Capital Fund Management (CFM)
France
$4.08M +$3.97M +75,320 New
BAMCO Inc
277
BAMCO Inc
New York
$4.04M +$671K +12,736 +21%
Asset Management One
278
Asset Management One
Japan
$3.93M
JHIU
279
Janus Henderson Investors US
Colorado
$3.91M -$4.1M -77,757 -52%
BSPF
280
British Steel Pension Fund
United Kingdom
$3.87M -$262K -4,976 -7%
SAM
281
Silvercrest Asset Management
New York
$3.84M +$51.2K +973 +1%
WT
282
Whittier Trust
California
$3.84M +$148K +2,809 +4%
PL
283
Perpetual Ltd
Australia
$3.82M +$2.22M +42,214 +149%
CC
284
Cannell & Co
New York
$3.8M +$3.69M +70,044 New
AAC
285
Asset Advisors Corp
Georgia
$3.72M -$1.26M -23,864 -26%
MOACM
286
Mutual of America Capital Management
New York
$3.66M +$34.1K +647 +1%
BP
287
Banyan Partners
Florida
$3.61M -$1.43M -27,057 -29%
SMDAM
288
Sumitomo Mitsui DS Asset Management
Japan
$3.59M -$175K -3,320 -5%
KeyBank National Association
289
KeyBank National Association
Ohio
$3.59M +$187K +3,552 +6%
LMGAM
290
Liberty Mutual Group Asset Management
Massachusetts
$3.57M -$448K -8,509 -11%
1IA
291
1834 Investment Advisors
Wisconsin
$3.51M +$727K +13,808 +27%
RCM
292
Riverhead Capital Management
Delaware
$3.48M +$335K +6,356 +11%
GIA
293
Gateway Investment Advisers
Ohio
$3.44M -$116K -2,208 -3%
FLII
294
First Long Island Investors
New York
$3.38M +$224K +4,262 +7%
WCM
295
Winton Capital Management
United Kingdom
$3.33M -$7.07M -134,144 -69%
GL
296
GLG LLC
New York
$3.32M +$3.23M +61,275 New
N
297
Natixis
France
$3.31M -$6.76M -128,390 -68%
OIA
298
Optimum Investment Advisors
Illinois
$3.29M -$127K -2,413 -4%
SF
299
Synovus Financial
Georgia
$3.27M +$170K +3,232 +6%
YIA
300
YHB Investment Advisors
Connecticut
$3.25M +$63.9K +1,214 +2%

YUM Hedge Fund Activity: Q1 2014 in Review

795 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2014, worth a combined $25.6B — down 2.1% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new YUM positions and 51 closed out — a net gain of 27 holders — while 271 added to existing stakes and 303 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $180M. The largest seller was Carmignac Gestion, cutting an estimated $382M.

  • 795 institutional investors held Yum! Brands (YUM) as of Q1 2014, up from 779 in Q4 2013.
  • Funds reported $25.6B of Yum! Brands stock for Q1 2014, down 2.1% quarter-over-quarter.
  • 78 funds opened new Yum! Brands positions in Q1 2014 and 51 closed out, a net change of +27 holders.
  • The largest Yum! Brands buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $180M added.
  • The largest Yum! Brands seller in Q1 2014 was Carmignac Gestion, an estimated $382M sold.

Based on aggregated 13F filings for Q1 2014.