Yum! Brands
849 hedge funds and large institutions have $27B invested in Yum! Brands in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 265 increasing their positions, 322 reducing their positions, and 88 closing their positions.
70% more call options, than puts
Call options by funds: $1.18B | Put options by funds: $696M
1.74% more ownership
Funds ownership: 107.45% → 109.19% (+1.7%)
3% less funds holding
Funds holding: 874 → 849 (-25)
10% less capital invested
Capital invested by funds: $30B → $27B (-$3B)
18% less repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 322
22% less funds holding in top 10
Funds holding in top 10: 41 → 32 (-9)
23% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TP
Third Point
New York
|
+$676M |
| 2 |
CM
Corvex Management
New York
|
+$400M |
| 3 |
FAM
Fred Alger Management
New York
|
+$222M |
| 4 |
ETC
Evercore Trust Company
New York
|
+$216M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$261M |
| 2 |
State Street
Boston,
Massachusetts
|
-$219M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
-$169M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$159M |
| 5 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$141M |
YUM Hedge Fund Activity: Q3 2015 in Review
849 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2015, worth a combined $27B — down 10% from $30B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of YUM and 68 opened new positions — a net loss of 20 holders — while 322 trimmed existing stakes and 265 added.
The largest buyer was Third Point, adding an estimated $676M. The largest seller was Goldman Sachs, cutting an estimated $261M.
- 849 institutional investors held Yum! Brands (YUM) as of Q3 2015, down from 874 in Q2 2015.
- Funds reported $27B of Yum! Brands stock for Q3 2015, down 10% quarter-over-quarter.
- 68 funds opened new Yum! Brands positions in Q3 2015 and 88 closed out, a net change of -20 holders.
- The largest Yum! Brands buyer in Q3 2015 was Third Point, an estimated $676M added.
- The largest Yum! Brands seller in Q3 2015 was Goldman Sachs, an estimated $261M sold.
Based on aggregated 13F filings for Q3 2015.