Yum! Brands
YUM
913 hedge funds and large institutions have $20.3B invested in Yum! Brands in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 261 increasing their positions, 325 reducing their positions, and 56 closing their positions.
116% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 56
10% more capital invested
Capital invested by funds: $18.5B → $20.3B (+$1.82B)
7% more funds holding
Funds holding: 853 → 913 (+60)
1.03% more ownership
Funds ownership: 73.02% → 74.05% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
20% less repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 325
39% less call options, than puts
Call options by funds: $151M | Put options by funds: $246M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$169M |
| 2 |
D.E. Shaw & Co
New York
|
+$69.7M |
| 3 |
Goldman Sachs
New York
|
+$58.6M |
| 4 |
Renaissance Technologies
New York
|
+$57.1M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$50M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$178M |
| 2 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
-$74M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.9M |
| 4 |
JP Morgan Chase
New York
|
-$54.2M |
| 5 |
MICM
Matthews International Capital Management
San Francisco,
California
|
-$53M |
YUM Hedge Fund Activity: Q4 2017 in Review
913 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2017, worth a combined $20.3B — up 9.8% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new YUM positions and 56 closed out — a net gain of 65 holders — while 261 added to existing stakes and 325 trimmed.
The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $169M. The largest seller was Bank of America, cutting an estimated $178M.
- 913 institutional investors held Yum! Brands (YUM) as of Q4 2017, up from 853 in Q3 2017.
- Funds reported $20.3B of Yum! Brands stock for Q4 2017, up 9.8% quarter-over-quarter.
- 121 funds opened new Yum! Brands positions in Q4 2017 and 56 closed out, a net change of +65 holders.
- The largest Yum! Brands buyer in Q4 2017 was Sustainable Growth Advisers, an estimated $169M added.
- The largest Yum! Brands seller in Q4 2017 was Bank of America, an estimated $178M sold.
Based on aggregated 13F filings for Q4 2017.