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
DILH
476
Dai-ichi Life Holdings
Japan
$960K -$1.14M -18,070 -55%
LIA
477
LS Investment Advisors
Michigan
$950K -$129K -2,035 -12%
HCM
478
Hall Capital Management
Rhode Island
$922K -$6.59K -104 -0.7%
WB
479
WesBanco Bank
West Virginia
$920K -$6.21K -98 -0.7%
PSUF
480
People's United Financial
Connecticut
$920K +$47.2K +745 +6%
TCOTO
481
Trust Company of the Ozarks
Missouri
$896K
DekaBank Deutsche Girozentrale
482
DekaBank Deutsche Girozentrale
Germany
$894K -$627K -9,899 -42%
PGFC
483
Peapack-Gladstone Financial Corp
New Jersey
$884K -$8.11K -128 -0.9%
DC
484
Davenport & Co
Virginia
$881K -$48.5K -765 -5%
LJAC
485
L.J. Altfest & Co
New York
$879K
MJRIC
486
Mogy Joel R Investment Counsel
California
$872K
LW
487
Linscomb Wealth
Texas
$871K -$19.6K -309 -2%
RJT
488
Raymond James Trust
Florida
$864K -$13.8K -218 -2%
MI
489
Markston International
New York
$854K -$322K -5,077 -28%
TWA
490
TCI Wealth Advisors
Arizona
$854K +$16.5K +260 +2%
BFO
491
Boston Family Office
Massachusetts
$851K -$452K -7,140 -35%
CIC
492
Chilton Investment Company
Connecticut
$844K +$28.5K +450 +4%
CGI
493
Caerus Global Investors
New York
$844K +$825K +13,028 New
TSWM
494
Triangle Securities Wealth Management
North Carolina
$843K
EAM
495
Eclectica Asset Management
United Kingdom
$838K
CI
496
Constellation Investments
Ohio
$838K +$8.81K +139 +1%
BFS
497
Bradley Foster & Sargent
Connecticut
$836K -$145K -2,290 -15%
LWCFA
498
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$820K -$19.4K -306 -2%
CPA
499
Capital Planning Advisors
California
$810K +$271K +4,284 +52%
LBC
500
Lowe Brockenbrough & Co
Virginia
$807K -$106K -1,670 -12%

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.