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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
Toronto Dominion Bank
451
Toronto Dominion Bank
Ontario, Canada
$966K -$37.1K -710 -4%
AL
452
Airain Ltd
Guernsey
$957K -$12.8K -246 -1%
CG
453
Clinton Group
New York
$956K -$2.32M -44,391 -71%
AB
454
Amalgamated Bank
New York
$956K -$242K -4,632 -20%
MERSOM
455
Municipal Employees' Retirement System of Michigan
Michigan
$950K +$7.99K +153 +0.9%
ICOA
456
Investment Centers of America
North Dakota
$942K -$6.53K -125 -0.7%
MCM
457
MAI Capital Management
Ohio
$936K -$77.9K -1,492 -8%
FNBTCON
458
First National Bank & Trust Co of Newtown
Pennsylvania
$932K -$10.2K -195 -1%
Flossbach Von Storch
459
Flossbach Von Storch
Germany
$931K
WSCM
460
Wellington Shields Capital Management
New York
$928K +$36.4K +696 +4%
RJT
461
Raymond James Trust
Florida
$927K +$193K +3,693 +26%
QT
462
Quantbot Technologies
New York
$923K +$919K +17,592 New
KCPG
463
Kavar Capital Partners Group
Kansas
$922K -$10.9K -209 -1%
ONB
464
Old National Bancorp
Indiana
$913K -$16.1K -308 -2%
TSWM
465
Triangle Securities Wealth Management
North Carolina
$908K +$226K +4,333 +33%
MLIC
466
Mandatum Life Insurance Company
Finland
$904K +$899K +17,209 New
NAM
467
Needelman Asset Management
California
$896K -$4.34K -83 -0.5%
Federated Hermes
468
Federated Hermes
Pennsylvania
$892K -$7.16K -137 -0.8%
PSUF
469
People's United Financial
Connecticut
$877K +$173K +3,317 +25%
SBIA
470
Sheaff Brock Investment Advisors
Indiana
$875K +$871K +16,667 New
GL
471
GLG LLC
New York
$874K +$870K +16,646 New
LIM
472
Leavell Investment Management
Alabama
$873K
MI
473
Markston International
New York
$868K +$174K +3,339 +25%
CIA
474
Choate Investment Advisors
Massachusetts
$867K +$5.17K +99 +0.6%
LIA
475
LS Investment Advisors
Michigan
$866K +$72K +1,379 +9%

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.