Yum! Brands
943 hedge funds and large institutions have $15.8B invested in Yum! Brands in 2020 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 259 increasing their positions, 400 reducing their positions, and 202 closing their positions.
1.01% more ownership
Funds ownership: 75.87% → 76.88% (+1%)
11% less funds holding
Funds holding: 1,060 → 943 (-117)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
31% less capital invested
Capital invested by funds: $23.1B → $15.8B (-$7.23B)
34% less call options, than puts
Call options by funds: $182M | Put options by funds: $277M
35% less repeat investments, than reductions
Existing positions increased: 259 | Existing positions reduced: 400
53% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 202
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$1.01B |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$286M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$103M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$84M |
| 5 |
Alkeon Capital Management
New York
|
+$59.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$243M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$226M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$183M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$128M |
| 5 |
Goldman Sachs
New York
|
-$82.6M |
YUM Hedge Fund Activity: Q1 2020 in Review
943 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2020, worth a combined $15.8B — down 31% from $23.1B a quarter earlier.
Sellers outnumbered buyers: 202 funds closed out of YUM and 94 opened new positions — a net loss of 108 holders — while 400 trimmed existing stakes and 259 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $1.01B. The largest seller was Magellan Asset Management, cutting an estimated $243M.
- 943 institutional investors held Yum! Brands (YUM) as of Q1 2020, down from 1,060 in Q4 2019.
- Funds reported $15.8B of Yum! Brands stock for Q1 2020, down 31% quarter-over-quarter.
- 94 funds opened new Yum! Brands positions in Q1 2020 and 202 closed out, a net change of -108 holders.
- The largest Yum! Brands buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.01B added.
- The largest Yum! Brands seller in Q1 2020 was Magellan Asset Management, an estimated $243M sold.
Based on aggregated 13F filings for Q1 2020.