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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
PG
476
Pendal Group
Australia
$637K -$1.13M -15,073 -64%
Pacer Advisors
477
Pacer Advisors
Pennsylvania
$616K +$58.7K +780 +10%
FP
478
FDO Partners
Massachusetts
$616K +$630K +8,373 New
DC
479
Davenport & Co
Virginia
$613K +$34.2K +455 +6%
RCAG
480
Rehmann Capital Advisory Group
Michigan
$608K +$86K +1,143 +16%
PWS
481
Peloton Wealth Strategists
Indiana
$608K +$1.14M +15,200 New
PCM
482
Perritt Capital Management
Illinois
$604K
FWM
483
Frontier Wealth Management
Missouri
$603K +$60.7K +807 +11%
BIAS
484
Beacon Investment Advisory Services
New Jersey
$603K +$616K +8,191 New
SG Americas Securities
485
SG Americas Securities
New York
$602K -$2.19M -29,043 -78%
TSWM
486
Triangle Securities Wealth Management
North Carolina
$590K
NAM
487
NorthCoast Asset Management
Connecticut
$582K -$236K -3,142 -28%
BIM
488
Baldwin Investment Management
Pennsylvania
$582K -$6.02K -80 -1%
IB
489
Intrust Bank
Kansas
$577K +$34.2K +454 +6%
WB
490
WesBanco Bank
West Virginia
$576K
MC
491
Moors & Cabot
Massachusetts
$575K +$3.91K +52 +0.7%
CIC
492
Chilton Investment Company
Connecticut
$572K +$677 +9 +0.1%
TI
493
Trexquant Investment
Connecticut
$570K -$327K -4,350 -36%
AP
494
Advisor Partners
California
$562K -$11.7K -156 -2%
SCM
495
Stellar Capital Management
Arizona
$560K
CPA
496
Capital Planning Advisors
California
$558K +$7.75K +103 +1%
MGIA
497
Moneta Group Investment Advisors
Missouri
$555K +$178K +2,365 +46%
FMWA
498
Forvis Mazars Wealth Advisors
Missouri
$552K -$1.2K -16 -0.2%
CIC
499
Carnegie Investment Counsel
Ohio
$549K -$62.4K -830 -10%
QI
500
QS Investors
New York
$548K

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.