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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
RWA
526
RGT Wealth Advisors
Texas
$483K
NB
527
Nicolet Bankshares
Wisconsin
$483K +$5.27K +70 +1%
PIM
528
Penobscot Investment Management
Massachusetts
$482K +$2.71K +36 +0.6%
LBC
529
Lowe Brockenbrough & Co
Virginia
$482K +$9.71K +129 +2%
MLIC
530
Mandatum Life Insurance Company
Finland
$478K -$37.6K -500 -7%
SFSIG
531
San Francisco Sentry Investment Group
California
$476K
HJA
532
Hugh Johnson Advisors
New York
$470K +$196K +2,606 +69%
AT
533
Arden Trust
Delaware
$462K
Fayez Sarofim & Co
534
Fayez Sarofim & Co
Texas
$460K
BTIS
535
BB&T Investment Services
North Carolina
$460K +$152K +2,017 +49%
SCM
536
Sterling Capital Management
North Carolina
$457K +$20.4K +271 +5%
N
537
Nuveen
North Carolina
$455K -$1.26M -16,805 -73%
CA
538
Clearstead Advisors
Ohio
$455K +$150 +2 +0%
DRD
539
Dennis R. Delaney
$452K
ClearBridge Investments
540
ClearBridge Investments
New York
$447K -$5.72K -76 -1%
WG
541
Welch Group
Alabama
$443K +$22.6K +300 +5%
WSFS
542
Wilmington Savings Fund Society
Delaware
$442K
PP
543
Palladium Partners
Virginia
$441K -$75 -1 -0%
UB
544
UMB Bank
Missouri
$440K -$12.3K -164 -3%
CONA
545
Capital One National Association
New York
$439K +$154K +2,043 +52%
PHAM
546
Palisades Hudson Asset Management
Florida
$437K
MLL
547
Moody Lynn & Lieberson
Massachusetts
$437K +$7.52K +100 +2%
BFC
548
Blue Fin Capital
Rhode Island
$431K -$11.3K -150 -2%
AIA
549
Avalon Investment & Advisory
Texas
$431K +$75.2K +1,000 +21%
MA
550
MUFG Americas
New York
$428K -$598K -7,946 -58%

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.