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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
VKH
376
Virtu KCG Holdings
New York
$1.75M -$206K -3,941 -11%
GLRA
377
Gerald L. Ray & Associates
Texas
$1.74M +$206K +3,939 +13%
HFS
378
HL Financial Services
Kentucky
$1.74M +$405K +7,753 +31%
PC
379
PM Capital
Australia
$1.72M +$1.71M +32,828 New
Robeco Institutional Asset Management
380
Robeco Institutional Asset Management
Netherlands
$1.72M -$2.27M -43,426 -57%
WA
381
Whitebox Advisors
Minnesota
$1.7M +$1.69M +32,416 New
BOCM
382
Bontempo Ohly Capital Management
Maryland
$1.64M +$8.04K +154 +0.5%
NLI
383
Nippon Life Insurance
Japan
$1.63M -$208K -3,974 -11%
Envestnet Asset Management
384
Envestnet Asset Management
Illinois
$1.59M -$136K -2,612 -8%
PFPT
385
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.57M -$667K -12,771 -30%
Janney Montgomery Scott
386
Janney Montgomery Scott
Pennsylvania
$1.55M -$464K -8,876 -23%
PP
387
Paloma Partners
Connecticut
$1.55M +$498K +9,534 +48%
DnB Asset Management
388
DnB Asset Management
Norway
$1.53M -$7.26K -139 -0.5%
BAC
389
Boys Arnold & Co
North Carolina
$1.52M +$462K +8,838 +44%
FAAS
390
First Allied Advisory Services
California
$1.5M +$54.5K +1,043 +4%
ISB
391
Iowa State Bank
Iowa
$1.5M +$18.4K +352 +1%
SBH
392
Segall Bryant & Hamill
Illinois
$1.49M
OIA
393
Optimum Investment Advisors
Illinois
$1.48M +$24.3K +465 +2%
CII
394
Capital International Inc
California
$1.48M +$494K +9,459 +51%
NB
395
Norinchukin Bank
Japan
$1.47M -$329K -6,289 -18%
DILH
396
Dai-ichi Life Holdings
Japan
$1.47M -$178K -3,411 -11%
AF
397
Ally Financial
Michigan
$1.46M +$1.45M +27,820 New
BWAM
398
Boyd Watterson Asset Management
Ohio
$1.45M +$365K +6,983 +34%
PRHC
399
P.R. Herzig & Co
New York
$1.43M -$18.2K -348 -1%
EGM
400
Engineers Gate Manager
New York
$1.43M +$1.42M +27,261 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.