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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
Morgan Stanley
26
Morgan Stanley
New York
$117M -$103M -1,372,283 -46%
UBS Group
27
UBS Group
Switzerland
$115M +$1.06M +14,064 +0.9%
Prudential Financial
28
Prudential Financial
New Jersey
$114M -$135K -1,799 -0.1%
TCIM
29
TIAA CREF Investment Management
New York
$113M +$2.74M +36,387 +2%
Franklin Resources
30
Franklin Resources
California
$110M +$1.3M +17,342 +1%
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$103M +$589K +7,830 +0.6%
Two Sigma Investments
32
Two Sigma Investments
New York
$98.1M -$45.8M -609,377 -31%
Swiss National Bank
33
Swiss National Bank
Switzerland
$96.3M -$339K -4,500 -0.3%
MICM
34
Matthews International Capital Management
California
$96.1M -$858K -11,400 -0.9%
UBS AM
35
UBS AM
Illinois
$89.4M -$2.98M -39,672 -3%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$89M +$5.3M +70,400 +6%
Capital International Investors
37
Capital International Investors
California
$87.4M +$131K +1,738 +0.1%
Charles Schwab
38
Charles Schwab
California
$85.9M +$2.34M +31,134 +3%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$83.6M +$31.5K +419 +0%
FCM
40
Frontier Capital Management
Massachusetts
$83.4M +$28M +371,768 +49%
Principal Financial Group
41
Principal Financial Group
Iowa
$78.2M +$5.81M +77,231 +8%
TGA
42
Trilogy Global Advisors
Florida
$75.9M -$27K -359 -0%
PPA
43
Parametric Portfolio Associates
Washington
$72M +$5.14M +68,329 +8%
Wells Fargo
44
Wells Fargo
California
$71.1M +$6.41M +85,190 +10%
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$71.1M -$30.1M -400,055 -29%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$70.8M -$1.58M -21,062 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$68.6M +$4.96M +65,954 +8%
SWITC
48
Stewart West Indies Trading Company
Colorado
$67.4M
MA
49
Marshfield Associates
District of Columbia
$63M -$1.01M -13,481 -2%
TPI
50
Tesco Pension Investment
United Kingdom
$62.4M

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.