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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
EOJOAM
501
E. Ohman J:or Asset Management
Sweden
$802K
ECM
502
Element Capital Management
New York
$802K +$784K +12,380 New
JIC
503
Johnson Investment Counsel
Ohio
$790K +$10.6K +167 +1%
PCM
504
Perritt Capital Management
Illinois
$788K -$35.3K -557 -4%
WIC
505
Woodmont Investment Counsel
Tennessee
$776K -$63.9K -1,008 -8%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$776K -$39.5K -623 -5%
CS
507
Candriam SCA
Luxembourg
$762K -$54.4K -859 -7%
CIC
508
Carnegie Investment Counsel
Ohio
$758K
BFC
509
Blue Fin Capital
Rhode Island
$748K -$47.4K -748 -6%
LCM
510
Logan Capital Management
Pennsylvania
$740K +$3.23K +51 +0.4%
SACTSONJ
511
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$731K
TFF
512
Timothy F. Fidgeon
$729K -$52.9K -835 -7%
CNC
513
Citizens & Northern Corp
Pennsylvania
$720K -$92.6K -1,461 -12%
CA
514
Cetera Advisors
Colorado
$719K +$23.8K +375 +3%
BTS
515
BB&T Securities
Virginia
$715K -$9.88K -156 -1%
TCM
516
Tanaka Capital Management
New York
$715K
PCM
517
Parsons Capital Management
Rhode Island
$712K +$12.3K +194 +2%
PAM
518
PartnerRe Asset Management
Connecticut
$704K -$120K -1,899 -15%
Bank of Nova Scotia
519
Bank of Nova Scotia
Ontario, Canada
$695K +$19.7K +311 +3%
PHAM
520
Palisades Hudson Asset Management
Florida
$689K -$2.91K -46 -0.4%
LI
521
LMCG Investments
Massachusetts
$680K
BC
522
Burney Company
Virginia
$678K -$128K -2,022 -16%
CWM
523
Concert Wealth Management
California
$678K +$40K +631 +6%
FMWA
524
Forvis Mazars Wealth Advisors
Missouri
$671K -$55.8K -881 -8%
EWM
525
Evercore Wealth Management
New York
$667K -$82.5K -1,302 -11%

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.