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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
MERSOM
451
Municipal Employees' Retirement System of Michigan
Michigan
$1.16M -$9.69K -153 -0.8%
Flossbach Von Storch
452
Flossbach Von Storch
Germany
$1.15M
Federated Hermes
453
Federated Hermes
Pennsylvania
$1.15M -$34.8K -550 -3%
ONB
454
Old National Bancorp
Indiana
$1.14M +$28.1K +444 +3%
CII
455
Capital International Inc
California
$1.12M +$1.09M +17,248 New
NAM
456
Needelman Asset Management
California
$1.11M -$48.5K -765 -4%
ICOA
457
Investment Centers of America
North Dakota
$1.11M -$45.6K -719 -4%
Neuberger Berman Group
458
Neuberger Berman Group
New York
$1.1M -$73K -1,153 -6%
WT
459
Whittier Trust
California
$1.09M +$30.9K +487 +3%
LIM
460
Leavell Investment Management
Alabama
$1.08M
Toronto Dominion Bank
461
Toronto Dominion Bank
Ontario, Canada
$1.07M +$1.52K +24 +0.1%
CIA
462
Choate Investment Advisors
Massachusetts
$1.07M
VRS
463
Virginia Retirement Systems
Virginia
$1.07M +$239K +3,778 +30%
MHIM
464
MacNealy Hoover Investment Management
Ohio
$1.04M
SNT
465
Security National Trust
West Virginia
$1.03M +$5.83K +92 +0.6%
SJIM
466
St. Johns Investment Management
Florida
$1.03M -$52K -821 -5%
Fayez Sarofim & Co
467
Fayez Sarofim & Co
Texas
$1.01M
SLI
468
Sumitomo Life Insurance
Japan
$1.01M -$123K -1,948 -11%
CT
469
Cambridge Trust
Massachusetts
$1M +$8.81K +139 +0.9%
BSB
470
Bangor Savings Bank
Maine
$993K -$51.6K -814 -5%
AIM
471
Aspen Investment Management
Michigan
$983K
SFSIG
472
San Francisco Sentry Investment Group
California
$978K -$9.38K -148 -1%
CNB
473
City National Bank
California
$970K -$817K -12,895 -46%
Aristotle Capital Management
474
Aristotle Capital Management
California
$967K
CC
475
ClearArc Capital
Ohio
$964K +$116K +1,838 +14%

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.