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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
BFA
551
Bragg Financial Advisors
North Carolina
$427K -$6.02K -80 -1%
VIA
552
Vident Investment Advisory
Georgia
$425K +$434K +5,775 New
HR
553
Howe & Rusling
New York
$424K +$434K +5,764 New
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$423K +$13.6K +181 +3%
FAAS
555
First Allied Advisory Services
California
$421K +$23.8K +316 +6%
GP
556
Girard Partners
Pennsylvania
$418K -$53.7K -714 -11%
BC
557
Burney Company
Virginia
$415K
GXMC
558
Global X Management Company
New York
$414K -$975K -12,964 -70%
BHBT
559
Burke & Herbert Bank & Trust
Virginia
$414K +$4.06K +54 +1%
WJA
560
Williams Jones & Associates
New York
$405K
SM
561
Sciencast Management
New Jersey
$405K +$383K +5,093 New
EFS
562
Essex Financial Services
Connecticut
$403K -$53.6K -712 -12%
KA
563
Kovack Advisors
Florida
$403K +$13.3K +177 +3%
BBA
564
BLB&B Advisors
Pennsylvania
$402K -$1.96K -26 -0.5%
BFO
565
Boston Family Office
Massachusetts
$402K
FIB
566
First Interstate Bank
Montana
$401K -$14.9K -198 -4%
GHA
567
Garcia Hamilton & Associates
Texas
$395K -$666K -8,849 -62%
GIM
568
Goelzer Investment Management
Indiana
$392K
PL
569
Parthenon LLC
Kentucky
$390K
TAM
570
Taurus Asset Management
New York
$384K
CBA
571
Coastal Bridge Advisors
Connecticut
$383K -$1.28K -17 -0.3%
FFBTD
572
First Financial Bank - Trust Division
Ohio
$376K
WT
573
Washington Trust
Rhode Island
$376K +$13.2K +175 +4%
PNC
574
Park National Corp
Ohio
$375K -$15.3K -203 -4%
CNBT
575
Canandaigua National Bank & Trust
New York
$374K +$14.4K +191 +4%

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.