Yum! Brands
YUM
779 hedge funds and large institutions have $26.2B invested in Yum! Brands in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 221 increasing their positions, 331 reducing their positions, and 71 closing their positions.
38% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 71
5% more capital invested
Capital invested by funds: $24.8B → $26.2B (+$1.36B)
3% more funds holding
Funds holding: 760 → 779 (+19)
0.2% less ownership
Funds ownership: 108.44% → 108.24% (-0.2%)
13% less funds holding in top 10
Funds holding in top 10: 24 → 21 (-3)
33% less repeat investments, than reductions
Existing positions increased: 221 | Existing positions reduced: 331
52% less call options, than puts
Call options by funds: $370M | Put options by funds: $762M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$344M |
| 2 |
SCM
Scout Capital Management
New York
|
+$283M |
| 3 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$270M |
| 4 |
U
UBS
Zurich,
Switzerland
|
+$162M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$129M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$312M |
| 2 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$192M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$184M |
| 4 |
SBAM
Santa Barbara Asset Management
Los Angeles,
California
|
-$109M |
| 5 |
Morgan Stanley
New York
|
-$104M |
YUM Hedge Fund Activity: Q4 2013 in Review
779 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2013, worth a combined $26.2B — up 5.5% from $24.8B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new YUM positions and 71 closed out — a net gain of 27 holders — while 221 added to existing stakes and 331 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $344M. The largest seller was Edgewood Management, exiting entirely with an estimated $312M sold.
- 779 institutional investors held Yum! Brands (YUM) as of Q4 2013, up from 760 in Q3 2013.
- Funds reported $26.2B of Yum! Brands stock for Q4 2013, up 5.5% quarter-over-quarter.
- 98 funds opened new Yum! Brands positions in Q4 2013 and 71 closed out, a net change of +27 holders.
- The largest Yum! Brands buyer in Q4 2013 was Goldman Sachs, an estimated $344M added.
- The largest Yum! Brands seller in Q4 2013 was Edgewood Management, an estimated $312M sold.
Based on aggregated 13F filings for Q4 2013.