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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
WPP
551
Whalerock Point Partners
Rhode Island
$502K +$282K +5,390 +129%
AIM
552
Ada Investment Management
New York
$500K +$497K +9,512 New
ECM
553
Everence Capital Management
Indiana
$494K
BAM
554
Burnham Asset Management
New York
$489K
CAN
555
Cetera Advisor Networks
California
$476K +$53.9K +1,032 +13%
CL
556
CPWM LLC
Washington
$471K +$14.6K +280 +3%
PTC
557
Private Trust Company
Ohio
$469K +$5.9K +113 +1%
FBT
558
First Bankers Trust
Kentucky
$469K +$102K +1,947 +28%
CWM
559
Concert Wealth Management
California
$468K -$75K -1,435 -14%
ABC
560
Associated Banc-Corp
Wisconsin
$468K -$7.26K -139 -2%
NB
561
Nicolet Bankshares
Wisconsin
$466K +$468K +8,965 New
ACM
562
Azimuth Capital Management
Michigan
$463K +$34.5K +661 +8%
BAS
563
Brown Advisory Securities
Maryland
$458K +$49.8K +953 +12%
Fayez Sarofim & Co
564
Fayez Sarofim & Co
Texas
$457K -$280K -5,369 -38%
MC
565
Moors & Cabot
Massachusetts
$456K -$7.26K -139 -2%
TCOT
566
Trust Company of Toledo
Ohio
$456K
CONA
567
Capital One National Association
New York
$451K -$39.6K -758 -8%
FIB
568
First Interstate Bank
Montana
$444K +$427K +8,171 +2,939%
TCM
569
Tradition Capital Management
New Jersey
$442K +$440K +8,421 New
BFM
570
Boston Financial Management
Massachusetts
$441K -$407K -7,796 -48%
BBA
571
BLB&B Advisors
Pennsylvania
$436K -$11.6K -222 -3%
PP
572
Palladium Partners
Virginia
$434K
EFS
573
Essex Financial Services
Connecticut
$434K +$2.77K +53 +0.6%
BC
574
Brinker Capital
Pennsylvania
$431K +$429K +8,211 New
BFS
575
Bradley Foster & Sargent
Connecticut
$426K -$201K -3,839 -32%

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.