Yum! Brands
797 hedge funds and large institutions have $24.2B invested in Yum! Brands in 2014 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 263 increasing their positions, 311 reducing their positions, and 78 closing their positions.
8% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 78
2% less funds holding
Funds holding: 810 → 797 (-13)
1.91% less ownership
Funds ownership: 107.43% → 105.52% (-1.9%)
13% less capital invested
Capital invested by funds: $27.6B → $24.2B (-$3.49B)
14% less funds holding in top 10
Funds holding in top 10: 21 → 18 (-3)
15% less repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 311
42% less call options, than puts
Call options by funds: $363M | Put options by funds: $623M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$254M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$197M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$165M |
| 4 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$153M |
| 5 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$923M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$304M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$248M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$233M |
| 5 |
MC
Montag & Caldwell
Atlanta,
Georgia
|
-$217M |
YUM Hedge Fund Activity: Q3 2014 in Review
797 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2014, worth a combined $24.2B — down 13% from $27.6B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of YUM and 72 opened new positions — a net loss of 6 holders — while 311 trimmed existing stakes and 263 added.
The largest buyer was Bank of New York Mellon, adding an estimated $254M. The largest seller was Capital Research Global Investors, cutting an estimated $923M.
- 797 institutional investors held Yum! Brands (YUM) as of Q3 2014, down from 810 in Q2 2014.
- Funds reported $24.2B of Yum! Brands stock for Q3 2014, down 13% quarter-over-quarter.
- 72 funds opened new Yum! Brands positions in Q3 2014 and 78 closed out, a net change of -6 holders.
- The largest Yum! Brands buyer in Q3 2014 was Bank of New York Mellon, an estimated $254M added.
- The largest Yum! Brands seller in Q3 2014 was Capital Research Global Investors, an estimated $923M sold.
Based on aggregated 13F filings for Q3 2014.