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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
SC
426
Scotia Capital
Ontario, Canada
$1.17M
SIC
427
Salem Investment Counselors
North Carolina
$1.16M
ZIG
428
Zurich Insurance Group
Switzerland
$1.14M +$1.13M +21,700 New
FTIOP
429
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.14M +$68.9K +1,319 +7%
V
430
Veritable
Delaware
$1.13M +$22.5K +431 +2%
EIP
431
Epoch Investment Partners
New York
$1.12M +$1.11M +21,338 New
Walleye Trading
432
Walleye Trading
New York
$1.12M +$1.1M +20,979 +6,767%
SFP
433
Santa Fe Partners
New Mexico
$1.11M -$235K -4,492 -17%
CCM
434
Convector Capital Management
New York
$1.1M +$1.09M +20,865 New
BCM
435
BlueCrest Capital Management
Jersey
$1.09M +$1.08M +20,758 New
HS
436
HighVista Strategies
Massachusetts
$1.09M -$2.67M -51,177 -71%
SSB
437
Sandy Spring Bank
Maryland
$1.08M +$691K +13,236 +182%
CCA
438
Cobblestone Capital Advisors
New York
$1.07M -$68.5K -1,312 -6%
SGAM
439
Smith Group Asset Management
Texas
$1.06M +$1.05M +20,118 New
FT
440
Fiduciary Trust
Massachusetts
$1.05M -$111K -2,121 -10%
CCB
441
Cutter & Co Brokerage
Missouri
$1.05M +$832K +15,918 +394%
GWM
442
Gupta Wealth Management
California
$1.04M -$332K -6,358 -24%
NIT
443
NumerixS Investment Technologies
British Columbia, Canada
$1.04M +$1.03M +19,752 New
FCI
444
Financial Counselors Inc
Kansas
$1.04M -$38.5K -737 -4%
MAM
445
Mizuho Asset Management
Japan
$1.02M -$3.29K -63 -0.3%
NEAM
446
New England Asset Management
Connecticut
$1.02M +$1.02M +19,474 New
NSIM
447
North Star Investment Management
Illinois
$1.01M +$595K +11,395 +145%
TMAM
448
Tokio Marine Asset Management
Japan
$979K -$95K -1,819 -9%
WTC
449
WhitTier Trust Company
Nevada
$977K -$73.8K -1,413 -7%
AAM
450
Auxier Asset Management
Oregon
$975K -$1.78K -34 -0.2%

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.