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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
JIM
451
Jensen Investment Management
Oregon
$715K
MJRIC
452
Mogy Joel R Investment Counsel
California
$713K
SB
453
Simmons Bank
Arkansas
$712K
WCM
454
Windsor Capital Management
Arizona
$711K
WSCM
455
Wellington Shields Capital Management
New York
$707K -$233K -3,100 -24%
CFG
456
Citizens Financial Group
Rhode Island
$702K -$10.2K -135 -1%
CIBC World Market
457
CIBC World Market
Ontario, Canada
$698K +$152K +2,019 +27%
PM
458
Parametrica Management
Hong Kong
$696K +$711K +9,450 New
II
459
IFM Investors
Australia
$686K -$58.2K -774 -8%
GT
460
Glenview Trust
Kentucky
$682K +$165K +2,190 +31%
GLA
461
Great Lakes Advisors
Illinois
$678K -$21.2K -282 -3%
SJIM
462
St. Johns Investment Management
Florida
$667K -$26.8K -356 -4%
TAM
463
Tocqueville Asset Management
New York
$665K
TWA
464
TCI Wealth Advisors
Arizona
$661K
WTC
465
WhitTier Trust Company
Nevada
$658K -$3.76K -50 -0.6%
SFA
466
Sequoia Financial Advisors
Ohio
$656K -$2.75M -36,493 -80%
MERSOM
467
Municipal Employees' Retirement System of Michigan
Michigan
$656K -$169K -2,250 -20%
ONB
468
Old National Bancorp
Indiana
$654K
AI
469
Atria Investments
North Carolina
$652K +$10.6K +141 +2%
CC
470
ClearArc Capital
Ohio
$651K +$54.5K +724 +9%
KRSITF
471
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$644K -$23.5K -312 -3%
PI
472
PineBridge Investments
New York
$642K +$530K +7,050 +421%
WPP
473
Whalerock Point Partners
Rhode Island
$641K +$15K +200 +2%
EOJOAM
474
E. Ohman J:or Asset Management
Sweden
$640K +$7.52K +100 +1%
NCM
475
New Capital Management
Texas
$638K

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.