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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
DRD
526
Dennis R. Delaney
$591K +$588K +11,253 New
Bank of Nova Scotia
527
Bank of Nova Scotia
Ontario, Canada
$584K -$1.46K -28 -0.3%
PCM
528
Parsons Capital Management
Rhode Island
$582K +$10.2K +195 +2%
HCM
529
Highlander Capital Management
New Jersey
$577K +$247K +4,729 +76%
DAM
530
Deimos Asset Management
New York
$576K +$573K +10,961 New
CIC
531
Carnegie Investment Counsel
Ohio
$568K -$34.1K -653 -6%
PL
532
Parkwood LLC
Ohio
$562K +$560K +10,711 New
WIC
533
Woodmont Investment Counsel
Tennessee
$560K
Pacer Advisors
534
Pacer Advisors
Pennsylvania
$559K +$556K +10,637 New
DHFB
535
Dixon Hubard Feinour & Brown
Virginia
$556K +$36.3K +695 +7%
IB
536
Intrust Bank
Kansas
$551K -$6.42K -123 -1%
CC
537
Courier Capital
New York
$551K +$18.2K +348 +3%
SM
538
Scoggin Management
New York
$548K +$545K +10,433 New
CNC
539
Citizens & Northern Corp
Pennsylvania
$538K -$6.48K -124 -1%
UB
540
UMB Bank
Missouri
$533K -$36.4K -696 -6%
BC
541
Burney Company
Virginia
$531K -$10.9K -209 -2%
MHC
542
Meyer Handelman Company
New York
$530K
QI
543
QS Investors
New York
$529K +$3.19K +61 +0.6%
Aristotle Capital Management
544
Aristotle Capital Management
California
$526K -$257K -4,915 -33%
VFS
545
VSR Financial Services
Kansas
$522K -$1.15K -22 -0.2%
PHAM
546
Palisades Hudson Asset Management
Florida
$518K -$41.2K -788 -7%
EWM
547
Evercore Wealth Management
New York
$517K -$24K -459 -4%
CDH
548
Charles D. Hyman
$516K
LKIM
549
Lawson Kroeker Investment Management
Nebraska
$511K
IA
550
IFP Advisors
Florida
$506K +$503K +9,635 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.