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Yum! Brands

860 hedge funds and large institutions have $23.9B invested in Yum! Brands in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 309 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $653M

24% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 95

1% more funds holding

Funds holding: 849860 (+11)

1% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 312

3.44% less ownership

Funds ownership: 109.19%105.75% (-3.4%)

11% less capital invested

Capital invested by funds: $27B → $23.9B (-$3.07B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
860
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
22.57%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.66%
New
118
Increased
309
Reduced
312
Closed
95
Calls
$1.33B
Puts
$653M
Net Calls
+$681M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
COPPSERS
351
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.06M +$34.1K +653 +2%
TAF
352
Tredje AP-fonden
Sweden
$2.05M +$20.2K +386 +1%
KJHP
353
K.J. Harrison & Partners
Ontario, Canada
$2.04M +$1.79M +34,219 +724%
WEC
354
Winslow Evans & Crocker
Massachusetts
$2.04M -$85.3K -1,633 -4%
PAI
355
Pittenger & Anderson Inc
Nebraska
$2.02M +$33.4K +640 +2%
ICM
356
IMS Capital Management
Oregon
$2.01M +$739K +14,143 +59%
MBTD
357
Mechanics Bank - Trust Department
California
$2M -$1.65M -31,667 -45%
OTPPB
358
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2M -$1.32M -25,209 -40%
KeyBank National Association
359
KeyBank National Association
Ohio
$1.99M +$73.7K +1,411 +4%
AIP
360
Ameritas Investment Partners
Nebraska
$1.98M +$177K +3,391 +10%
FNFDCM
361
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.96M -$77.8K -1,489 -4%
AMM
362
American Money Management
California
$1.95M +$1.94M +37,138 New
P
363
Pitcairn
Pennsylvania
$1.93M -$139K -2,667 -7%
PAM
364
Panagora Asset Management
Massachusetts
$1.93M +$597K +11,433 +45%
Cambridge Investment Research Advisors
365
Cambridge Investment Research Advisors
Iowa
$1.92M -$28.3K -541 -1%
RFS
366
Rockefeller Financial Services
New York
$1.91M -$53.1M -1,015,680 -97%
LTFS
367
Ladenburg Thalmann Financial Services
Florida
$1.91M -$96K -1,837 -5%
FBNAT
368
FirstMerit Bank N.A. Trustee
Ohio
$1.9M -$3.45K -66 -0.2%
Twin Tree Management
369
Twin Tree Management
Texas
$1.87M +$1.86M +35,624 New
CAW
370
Cornerstone Advisors (Washington)
Washington
$1.83M -$2.52M -48,287 -58%
NSEDCP
371
NJ State Employees Deferred Compensation Plan
New Jersey
$1.83M
CIS
372
Capital International Sarl
California
$1.82M +$596K +11,406 +49%
EVC
373
Eidelman Virant Capital
Missouri
$1.82M +$1.81M +34,594 New
TCT
374
TIAA CREF Trust
Missouri
$1.77M -$125K -2,395 -7%
CPA
375
Cowen Prime Advisors
New York
$1.76M +$1.75M +33,593 New

YUM Hedge Fund Activity: Q4 2015 in Review

860 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2015, worth a combined $23.9B — down 11% from $27B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new YUM positions and 95 closed out — a net gain of 23 holders — while 309 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $755M. The largest seller was Third Point, cutting an estimated $837M.

  • 860 institutional investors held Yum! Brands (YUM) as of Q4 2015, up from 849 in Q3 2015.
  • Funds reported $23.9B of Yum! Brands stock for Q4 2015, down 11% quarter-over-quarter.
  • 118 funds opened new Yum! Brands positions in Q4 2015 and 95 closed out, a net change of +23 holders.
  • The largest Yum! Brands buyer in Q4 2015 was Goldman Sachs, an estimated $755M added.
  • The largest Yum! Brands seller in Q4 2015 was Third Point, an estimated $837M sold.

Based on aggregated 13F filings for Q4 2015.