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Yum! Brands

853 hedge funds and large institutions have $18.5B invested in Yum! Brands in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 282 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

0.54% more ownership

Funds ownership: 72.48%73.02% (+0.54%)

0% less capital invested

Capital invested by funds: $18.6B → $18.5B (-$84.5M)

1% less funds holding

Funds holding: 860853 (-7)

2% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 288

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less call options, than puts

Call options by funds: $153M | Put options by funds: $215M

Holders
853
Holders Change
-7
Holders Change %
-0.81%
% of All Funds
21.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
67
Increased
282
Reduced
288
Closed
64
Calls
$153M
Puts
$215M
Net Calls
-$61.5M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
376
Synovus Financial
Georgia
$1.2M -$30.7K -408 -2%
AAM
377
Advisors Asset Management
Colorado
$1.2M -$1.44M -19,116 -54%
ZIM
378
Zacks Investment Management
Illinois
$1.2M -$3.91M -51,926 -76%
SCM
379
SOL Capital Management
Maryland
$1.19M -$18.8K -250 -2%
MNBTD
380
Moody National Bank Trust Division
Texas
$1.18M
TCM
381
Tradition Capital Management
New Jersey
$1.15M -$21.4K -285 -2%
CAW
382
Cornerstone Advisors (Washington)
Washington
$1.13M
RCM
383
Riverhead Capital Management
Delaware
$1.13M -$17.8K -236 -2%
FCM
384
Flinton Capital Management
Pennsylvania
$1.12M -$23K -306 -2%
P
385
Pitcairn
Pennsylvania
$1.1M -$15K -200 -1%
FTIOP
386
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.09M -$70K -930 -6%
O
387
OppenheimerFunds
New York
$1.08M +$230K +3,063 +26%
PTC
388
Private Trust Company
Ohio
$1.08M -$6.62K -88 -0.6%
SIM
389
Sentry Investment Management
Wisconsin
$1.06M
PJSIMP
390
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.06M -$325K -4,320 -23%
ICM
391
IMS Capital Management
Oregon
$1.05M -$257K -3,413 -19%
Balyasny Asset Management
392
Balyasny Asset Management
Illinois
$1.04M -$14.1M -187,507 -93%
NSIM
393
North Star Investment Management
Illinois
$1.04M
EP
394
Edgestream Partners
New Jersey
$1.02M -$898K -11,936 -46%
Cetera Investment Advisers
395
Cetera Investment Advisers
Illinois
$991K +$311K +4,137 +44%
AAM
396
Auxier Asset Management
Oregon
$982K
CI
397
Cigna Investments
Connecticut
$977K +$43.4K +577 +5%
FT
398
Fiduciary Trust
Massachusetts
$972K -$11.2K -149 -1%
RJT
399
Raymond James Trust
Florida
$936K -$4.89K -65 -0.5%
FCI
400
Financial Counselors Inc
Kansas
$935K -$64K -850 -6%

YUM Hedge Fund Activity: Q3 2017 in Review

853 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2017, worth a combined $18.5B — down 0.45% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new YUM positions and 64 closed out — a net gain of 3 holders — while 282 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $603M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $194M sold.

  • 853 institutional investors held Yum! Brands (YUM) as of Q3 2017, down from 860 in Q2 2017.
  • Funds reported $18.5B of Yum! Brands stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 67 funds opened new Yum! Brands positions in Q3 2017 and 64 closed out, a net change of +3 holders.
  • The largest Yum! Brands buyer in Q3 2017 was T. Rowe Price Associates, an estimated $603M added.
  • The largest Yum! Brands seller in Q3 2017 was Renaissance Technologies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2017.