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Yum! Brands

860 hedge funds and large institutions have $23.9B invested in Yum! Brands in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 309 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $653M

24% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 95

1% more funds holding

Funds holding: 849860 (+11)

1% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 312

3.44% less ownership

Funds ownership: 109.19%105.75% (-3.4%)

11% less capital invested

Capital invested by funds: $27B → $23.9B (-$3.07B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
860
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
22.57%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.66%
New
118
Increased
309
Reduced
312
Closed
95
Calls
$1.33B
Puts
$653M
Net Calls
+$681M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
476
Whittier Trust
California
$864K +$116K +2,225 +16%
CFG
477
Citizens Financial Group
Rhode Island
$861K +$856K +16,390 New
GT
478
Glenview Trust
Kentucky
$854K +$849K +16,258 New
MHIM
479
MacNealy Hoover Investment Management
Ohio
$843K
Northwestern Mutual Wealth Management
480
Northwestern Mutual Wealth Management
Wisconsin
$841K -$89.6K -1,715 -10%
RIM
481
Regent Investment Management
Kentucky
$840K -$118K -2,253 -12%
SNT
482
Security National Trust
West Virginia
$839K
MCM
483
Murphy Capital Management
New Jersey
$805K -$177K -3,387 -18%
Simplex Trading
484
Simplex Trading
Illinois
$799K -$5.97M -114,312 -88%
VWM
485
Venturi Wealth Management
Texas
$789K +$785K +15,023 New
SFSIG
486
San Francisco Sentry Investment Group
California
$787K -$5.54K -106 -0.7%
FG
487
Fiduciary Group
Georgia
$779K -$449K -8,604 -37%
SLI
488
Sumitomo Life Insurance
Japan
$779K -$18.3K -350 -2%
SJIM
489
St. Johns Investment Management
Florida
$778K -$1.41K -27 -0.2%
AIM
490
Assured Investment Management
New York
$776K +$772K +14,782 New
AHS
491
Aspiriant Holdings S3
California
$774K +$770K +14,739 New
CC
492
ClearArc Capital
Ohio
$771K +$5.49K +105 +0.7%
BT
493
Beacon Trust
New Jersey
$768K -$417K -7,976 -35%
CPA
494
Capital Planning Advisors
California
$762K +$18.2K +348 +2%
WB
495
WesBanco Bank
West Virginia
$757K +$10.9K +209 +1%
AIM
496
Aspen Investment Management
Michigan
$744K -$18.2K -348 -2%
SG Americas Securities
497
SG Americas Securities
New York
$734K -$30.6M -586,543 -98%
TWA
498
TCI Wealth Advisors
Arizona
$734K +$41.2K +788 +6%
LW
499
Linscomb Wealth
Texas
$729K +$10.9K +209 +2%
SFT
500
Simmons First Trust
Arkansas
$727K +$723K +13,838 New

YUM Hedge Fund Activity: Q4 2015 in Review

860 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2015, worth a combined $23.9B — down 11% from $27B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new YUM positions and 95 closed out — a net gain of 23 holders — while 309 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $755M. The largest seller was Third Point, cutting an estimated $837M.

  • 860 institutional investors held Yum! Brands (YUM) as of Q4 2015, up from 849 in Q3 2015.
  • Funds reported $23.9B of Yum! Brands stock for Q4 2015, down 11% quarter-over-quarter.
  • 118 funds opened new Yum! Brands positions in Q4 2015 and 95 closed out, a net change of +23 holders.
  • The largest Yum! Brands buyer in Q4 2015 was Goldman Sachs, an estimated $755M added.
  • The largest Yum! Brands seller in Q4 2015 was Third Point, an estimated $837M sold.

Based on aggregated 13F filings for Q4 2015.