Yum! Brands
1,058 hedge funds and large institutions have $25.4B invested in Yum! Brands in 2020 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 308 increasing their positions, 353 reducing their positions, and 68 closing their positions.
147% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 68
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more capital invested
Capital invested by funds: $21B → $25.4B (+$4.37B)
9% more funds holding
Funds holding: 973 → 1,058 (+85)
0.9% more ownership
Funds ownership: 76.66% → 77.57% (+0.9%)
3% less call options, than puts
Call options by funds: $268M | Put options by funds: $275M
13% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 353
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$525M |
| 2 |
JP Morgan Chase
New York
|
+$201M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$126M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$105M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$76.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$99.7M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$94.3M |
| 3 |
State Street
Boston,
Massachusetts
|
-$83M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$69.3M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$61.9M |
YUM Hedge Fund Activity: Q4 2020 in Review
1,058 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2020, worth a combined $25.4B — up 21% from $21B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new YUM positions and 68 closed out — a net gain of 100 holders — while 308 added to existing stakes and 353 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $525M. The largest seller was D.E. Shaw & Co, cutting an estimated $99.7M.
- 1,058 institutional investors held Yum! Brands (YUM) as of Q4 2020, up from 973 in Q3 2020.
- Funds reported $25.4B of Yum! Brands stock for Q4 2020, up 21% quarter-over-quarter.
- 168 funds opened new Yum! Brands positions in Q4 2020 and 68 closed out, a net change of +100 holders.
- The largest Yum! Brands buyer in Q4 2020 was T. Rowe Price Associates, an estimated $525M added.
- The largest Yum! Brands seller in Q4 2020 was D.E. Shaw & Co, an estimated $99.7M sold.
Based on aggregated 13F filings for Q4 2020.