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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
BIM
401
Baldwin Investment Management
Pennsylvania
$1.66M -$52.9K -835 -3%
QSS
402
Quantitative Systematic Strategies
Florida
$1.63M +$1.6M +25,298 New
AP
403
AHL Partners
United Kingdom
$1.63M -$2.31M -36,441 -59%
BG
404
Bahl & Gaynor
Ohio
$1.61M +$2.22K +35 +0.1%
SYBT
405
Stock Yards Bank & Trust
Kentucky
$1.6M +$4.05K +64 +0.3%
FT
406
Fiduciary Trust
Massachusetts
$1.59M -$201K -3,169 -11%
SFP
407
Santa Fe Partners
New Mexico
$1.59M -$2.2M -34,647 -59%
ICM
408
IMS Capital Management
Oregon
$1.58M +$423K +6,672 +37%
SCM
409
SOL Capital Management
Maryland
$1.58M -$79.3K -1,251 -5%
HNB
410
Huntington National Bank
Ohio
$1.56M -$129K -2,032 -8%
MMPW
411
Mitchell McLeod Pugh & Williams
Alabama
$1.56M
HMS
412
Hanseatic Management Services
New Mexico
$1.55M +$1.52M +23,972 New
GWM
413
Gupta Wealth Management
California
$1.55M +$181K +2,861 +14%
DAS
414
Dynamic Advisor Solutions
Arizona
$1.55M -$117K -1,854 -7%
Walleye Trading
415
Walleye Trading
New York
$1.54M -$2.56M -40,438 -63%
HFS
416
HL Financial Services
Kentucky
$1.54M -$16.9K -267 -1%
CIS
417
Capital International Sarl
California
$1.5M +$1.47M +23,230 New
FTIOP
418
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.5M +$4.37K +69 +0.3%
BT
419
Beacon Trust
New Jersey
$1.48M -$52.8K -834 -4%
NG
420
NatWest Group
United Kingdom
$1.46M -$48.8K -770 -3%
FIM
421
Fernwood Investment Management
Massachusetts
$1.45M +$1.42M +22,408 New
NMIMC
422
Northwestern Mutual Investment Management Company
Wisconsin
$1.44M +$17K +268 +1%
AC
423
Amici Capital
New York
$1.44M +$1.41M +22,256 New
1SB
424
1ST Source Bank
Indiana
$1.43M +$16.3K +257 +1%
SIC
425
Salem Investment Counselors
North Carolina
$1.43M -$7.03K -111 -0.5%

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.