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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
LW
426
Linscomb Wealth
Texas
$818K -$3.23K -43 -0.4%
SNT
427
Security National Trust
West Virginia
$812K -$18.1K -240 -2%
WT
428
Whittier Trust
California
$810K +$140K +1,855 +20%
MML Investors Services
429
MML Investors Services
Massachusetts
$808K +$87K +1,156 +12%
BC
430
Brinker Capital
Pennsylvania
$792K -$6.7K -89 -0.8%
IAA
431
Independent Advisor Alliance
North Carolina
$788K -$459K -6,101 -37%
FTC
432
Farmers Trust Company
Ohio
$785K -$1.5K -20 -0.2%
PAS
433
Partnervest Advisory Services
California
$774K +$1.13K +15 +0.1%
BAC
434
Boys Arnold & Co
North Carolina
$770K
CCA
435
Cobblestone Capital Advisors
New York
$769K -$2.26K -30 -0.3%
IC
436
InterOcean Capital
Illinois
$768K
Flossbach Von Storch
437
Flossbach Von Storch
Germany
$766K
GWM
438
Geneos Wealth Management
Colorado
$765K +$40K +532 +5%
CIA
439
Choate Investment Advisors
Massachusetts
$751K +$3.46K +46 +0.5%
AIP
440
Ameritas Investment Partners
Nebraska
$745K +$150 +2 +0%
LJAC
441
L.J. Altfest & Co
New York
$741K +$23K +306 +3%
KFBMI
442
Kentucky Farm Bureau Mutual Insurance
Kentucky
$736K
PA
443
Profund Advisors
Maryland
$731K -$164K -2,181 -18%
KCM
444
Kornitzer Capital Management
Kansas
$727K -$22.6K -300 -3%
AIM
445
Aspen Investment Management
Michigan
$725K +$12.8K +170 +2%
NA
446
Neuburgh Advisers
California
$722K -$14.9K -198 -2%
QAM
447
Quantres Asset Management
Cayman Islands
$721K +$737K +9,800 New
IRF
448
IBM Retirement Fund
New York
$718K +$22.2K +295 +3%
MCM
449
Maryland Capital Management
Maryland
$716K
W
450
Wealthfront
California
$716K +$243K +3,233 +50%

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.