Yum! Brands
909 hedge funds and large institutions have $20.7B invested in Yum! Brands in 2018 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 255 increasing their positions, 351 reducing their positions, and 74 closing their positions.
5% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 74
2% more capital invested
Capital invested by funds: $20.3B → $20.7B (+$351M)
1% less funds holding
Funds holding: 914 → 909 (-5)
0.8% less ownership
Funds ownership: 74.05% → 73.25% (-0.8%)
14% less call options, than puts
Call options by funds: $164M | Put options by funds: $191M
27% less repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 351
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$176M |
| 2 |
MWNA
Marshall Wace North America
New York
|
+$76.7M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$75.8M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$63.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$60.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$167M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$117M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$90.9M |
| 4 |
Renaissance Technologies
New York
|
-$58.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$57.7M |
YUM Hedge Fund Activity: Q1 2018 in Review
909 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2018, worth a combined $20.7B — up 1.7% from $20.3B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new YUM positions and 74 closed out — a net gain of 4 holders — while 255 added to existing stakes and 351 trimmed.
The largest buyer was Sustainable Growth Advisers, adding an estimated $176M. The largest seller was Bank of New York Mellon, cutting an estimated $167M.
- 909 institutional investors held Yum! Brands (YUM) as of Q1 2018, down from 914 in Q4 2017.
- Funds reported $20.7B of Yum! Brands stock for Q1 2018, up 1.7% quarter-over-quarter.
- 78 funds opened new Yum! Brands positions in Q1 2018 and 74 closed out, a net change of +4 holders.
- The largest Yum! Brands buyer in Q1 2018 was Sustainable Growth Advisers, an estimated $176M added.
- The largest Yum! Brands seller in Q1 2018 was Bank of New York Mellon, an estimated $167M sold.
Based on aggregated 13F filings for Q1 2018.