Yum! Brands
YUM
824 hedge funds and large institutions have $26B invested in Yum! Brands in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 243 increasing their positions, 339 reducing their positions, and 73 closing their positions.
75% more call options, than puts
Call options by funds: $991M | Put options by funds: $568M
33% more funds holding in top 10
Funds holding in top 10: 18 → 24 (+6)
8% more capital invested
Capital invested by funds: $24.1B → $26B (+$1.9B)
0.78% more ownership
Funds ownership: 105.4% → 106.18% (+0.78%)
1% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 73
1% less funds holding
Funds holding: 834 → 824 (-10)
28% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 339
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$674M |
| 2 |
TP
Third Point
New York
|
+$251M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$239M |
| 4 |
ESG
Emerging Sovereign Group
New York
|
+$238M |
| 5 |
Barclays
London,
United Kingdom
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
-$523M |
| 2 |
JP Morgan Chase
New York
|
-$319M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$252M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$82.8M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$78M |
YUM Hedge Fund Activity: Q1 2015 in Review
824 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2015, worth a combined $26B — up 7.9% from $24.1B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of YUM and 72 opened new positions — a net loss of 1 holder — while 339 trimmed existing stakes and 243 added.
The largest buyer was UBS Group, adding an estimated $674M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $523M sold.
- 824 institutional investors held Yum! Brands (YUM) as of Q1 2015, down from 834 in Q4 2014.
- Funds reported $26B of Yum! Brands stock for Q1 2015, up 7.9% quarter-over-quarter.
- 72 funds opened new Yum! Brands positions in Q1 2015 and 73 closed out, a net change of -1 holder.
- The largest Yum! Brands buyer in Q1 2015 was UBS Group, an estimated $674M added.
- The largest Yum! Brands seller in Q1 2015 was Carmignac Gestion, an estimated $523M sold.
Based on aggregated 13F filings for Q1 2015.