Yum! Brands
942 hedge funds and large institutions have $20.5B invested in Yum! Brands in 2018 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 254 increasing their positions, 348 reducing their positions, and 75 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
36% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 75
14% more capital invested
Capital invested by funds: $18B → $20.5B (+$2.53B)
2% more funds holding
Funds holding: 923 → 942 (+19)
0.48% less ownership
Funds ownership: 71.46% → 70.99% (-0.48%)
2% less call options, than puts
Call options by funds: $218M | Put options by funds: $222M
27% less repeat investments, than reductions
Existing positions increased: 254 | Existing positions reduced: 348
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$141M |
| 2 |
State Street
Boston,
Massachusetts
|
+$65M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$51.7M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
+$44.3M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$113M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$99M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$83.2M |
| 4 |
D.E. Shaw & Co
New York
|
-$71.4M |
| 5 |
Goldman Sachs
New York
|
-$68M |
YUM Hedge Fund Activity: Q3 2018 in Review
942 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2018, worth a combined $20.5B — up 14% from $18B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new YUM positions and 75 closed out — a net gain of 27 holders — while 254 added to existing stakes and 348 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $141M. The largest seller was Millennium Management, cutting an estimated $113M.
- 942 institutional investors held Yum! Brands (YUM) as of Q3 2018, up from 923 in Q2 2018.
- Funds reported $20.5B of Yum! Brands stock for Q3 2018, up 14% quarter-over-quarter.
- 102 funds opened new Yum! Brands positions in Q3 2018 and 75 closed out, a net change of +27 holders.
- The largest Yum! Brands buyer in Q3 2018 was Victory Capital Management, an estimated $141M added.
- The largest Yum! Brands seller in Q3 2018 was Millennium Management, an estimated $113M sold.
Based on aggregated 13F filings for Q3 2018.