Yum! Brands
860 hedge funds and large institutions have $18.6B invested in Yum! Brands in 2017 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 238 increasing their positions, 361 reducing their positions, and 57 closing their positions.
32% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 57
12% more capital invested
Capital invested by funds: $16.6B → $18.6B (+$2.05B)
1% more funds holding
Funds holding: 849 → 860 (+11)
0.79% less ownership
Funds ownership: 73.27% → 72.48% (-0.79%)
29% less call options, than puts
Call options by funds: $292M | Put options by funds: $409M
34% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 361
50% less funds holding in top 10
Funds holding in top 10: 14 → 7 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$305M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$98.2M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$96.9M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$74.6M |
| 5 |
MCM
Melvin Capital Management
New York
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Corvex Management
New York
|
-$508M |
| 2 |
Morgan Stanley
New York
|
-$125M |
| 3 |
Millennium Management
New York
|
-$82.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$78.1M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
-$65.1M |
YUM Hedge Fund Activity: Q2 2017 in Review
860 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2017, worth a combined $18.6B — up 12% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new YUM positions and 57 closed out — a net gain of 18 holders — while 238 added to existing stakes and 361 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $305M. The largest seller was Corvex Management, exiting entirely with an estimated $508M sold.
- 860 institutional investors held Yum! Brands (YUM) as of Q2 2017, up from 849 in Q1 2017.
- Funds reported $18.6B of Yum! Brands stock for Q2 2017, up 12% quarter-over-quarter.
- 75 funds opened new Yum! Brands positions in Q2 2017 and 57 closed out, a net change of +18 holders.
- The largest Yum! Brands buyer in Q2 2017 was T. Rowe Price Associates, an estimated $305M added.
- The largest Yum! Brands seller in Q2 2017 was Corvex Management, an estimated $508M sold.
Based on aggregated 13F filings for Q2 2017.