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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Profund Advisors
Maryland
$1.93M -$101K -1,600 -5%
GLRA
377
Gerald L. Ray & Associates
Texas
$1.92M -$27.6K -435 -1%
FAAS
378
First Allied Advisory Services
California
$1.92M -$2.91K -46 -0.2%
GCC
379
Guardian Capital (Canada)
Ontario, Canada
$1.92M +$164K +2,583 +10%
LP
380
LMR Partners
United Kingdom
$1.9M +$317K +5,001 +21%
JG
381
Jefferies Group
New York
$1.87M +$1.83M +28,819 New
AssetMark Inc
382
AssetMark Inc
California
$1.85M +$119K +1,886 +7%
NB
383
NBT Bank
New York
$1.84M -$1.27K -20 -0.1%
PRC
384
Platte River Capital
Colorado
$1.84M -$701K -11,058 -28%
SBH
385
Segall Bryant & Hamill
Illinois
$1.83M -$134K -2,121 -7%
ISB
386
Iowa State Bank
Iowa
$1.83M
SCA
387
Salient Capital Advisors
Texas
$1.82M -$18.1K -285 -1%
SCP
388
Scoria Capital Partners
Connecticut
$1.8M +$1.76M +27,820 New
UFF
389
USA Financial Formulas
Michigan
$1.79M +$1.75M +27,660 New
PRHC
390
P.R. Herzig & Co
New York
$1.79M -$449K -7,094 -20%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$1.79M -$7.47M -117,846 -81%
GA
392
Geneva Advisors
Illinois
$1.76M +$88.3K +1,394 +5%
BA
393
BlackRock Advisors
Delaware
$1.75M -$662K -10,446 -28%
BVDMP
394
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.73M
FTC
395
Farmers Trust Company
Ohio
$1.73M -$43.2K -682 -2%
HCM
396
Horan Capital Management
Maryland
$1.71M -$197K -3,117 -11%
SFS
397
Strategic Financial Services
New York
$1.7M -$1.75M -27,686 -51%
FG
398
Fiduciary Group
Georgia
$1.7M +$1.67M +26,308 New
Envestnet Asset Management
399
Envestnet Asset Management
Illinois
$1.7M -$356K -5,625 -18%
OPCM
400
Osborne Partners Capital Management
California
$1.68M

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.