We are live on ! Find out more
YUM icon

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
BG
26
BlackRock Group
United Kingdom
$270M -$3.76M -59,309 -1%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$266M -$41.9M -660,637 -14%
Deutsche Bank
28
Deutsche Bank
Germany
$263M +$126M +1,983,795 +95%
UBS AM
29
UBS AM
Illinois
$212M -$16.9M -267,303 -8%
ClearBridge Investments
30
ClearBridge Investments
New York
$191M -$1.09M -17,174 -0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$186M -$32.5M -512,305 -15%
TCIM
32
TIAA CREF Investment Management
New York
$185M +$34.3M +540,630 +23%
JP Morgan Chase
33
JP Morgan Chase
New York
$177M +$1.54M +24,302 +0.9%
Citadel Advisors
34
Citadel Advisors
Florida
$174M +$141M +2,218,756 +477%
YCMGA
35
York Capital Management Global Advisors
New York
$161M +$157M +2,480,078 New
Barclays
36
Barclays
United Kingdom
$158M -$852K -13,444 -0.5%
Bessemer Group
37
Bessemer Group
New Jersey
$157M -$66.7M -1,052,246 -30%
Legal & General Group
38
Legal & General Group
United Kingdom
$156M +$2M +31,527 +1%
GTP
39
Global Thematic Partners
New York
$146M -$36.2M -572,062 -20%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$144M -$35.7M -564,102 -20%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$144M +$9.68M +152,771 +7%
Balyasny Asset Management
42
Balyasny Asset Management
Illinois
$134M +$109M +1,714,986 +474%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$123M -$4.53M -71,562 -4%
Franklin Resources
44
Franklin Resources
California
$123M +$228K +3,599 +0.2%
Ameriprise
45
Ameriprise
Minnesota
$121M +$9.51M +150,163 +9%
TGA
46
Trilogy Global Advisors
Florida
$117M -$2.12M -33,465 -2%
OCAM
47
Owl Creek Asset Management
New York
$117M +$114M +1,803,722 New
MAA
48
Managed Account Advisors
New Jersey
$113M +$6.27M +98,896 +6%
Wells Fargo
49
Wells Fargo
California
$113M +$36M +568,963 +49%
USAA
50
United Services Automobile Association
Texas
$112M +$3.59M +56,608 +3%

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.