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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
CC
576
Courier Capital
New York
$371K
BFS
577
Bradley Foster & Sargent
Connecticut
$369K +$9.03K +120 +2%
Bessemer Group
578
Bessemer Group
New Jersey
$368K -$71.8K -954 -16%
TCOT
579
Trust Company of Toledo
Ohio
$368K
VFA
580
Voya Financial Advisors
Connecticut
$368K +$6.85K +91 +2%
CDH
581
Charles D. Hyman
$367K
LFAS
582
Level Four Advisory Services
Texas
$364K -$22.2K -295 -6%
AFNAS
583
American Financial Network Advisory Services
California
$364K +$372K +4,945 New
BAM
584
Belpointe Asset Management
Nevada
$361K +$369K +4,900 New
EMG
585
Ellington Management Group
Connecticut
$361K +$369K +4,900 New
WS
586
Wedbush Securities
California
$358K +$14.3K +190 +4%
EDRIA
587
Edmonds Duncan Registered Investment Advisors
Kansas
$357K
OAM
588
Occidental Asset Management
California
$353K
RMDI
589
R.M. Davis Inc
Maine
$351K
CTA
590
Chesley Taft & Associates
Illinois
$350K
LOAME
591
Lombard Odier Asset Management (Europe)
United Kingdom
$344K
FNBOO
592
First National Bank of Omaha
Nebraska
$344K +$26.5K +352 +8%
HBT
593
Hills Bank & Trust
Iowa
$343K
UR
594
USCA RIA
Texas
$341K
HCM
595
Highlander Capital Management
New Jersey
$339K
DHFB
596
Dixon Hubard Feinour & Brown
Virginia
$337K
WP
597
WMS Partners
Maryland
$337K +$22.6K +300 +7%
CIA
598
Capital Investment Advisors
Georgia
$336K -$27.3K -363 -7%
ATC
599
Argent Trust Co
Tennessee
$336K -$20.2K -269 -6%
GBT
600
Grove Bank & Trust
Florida
$336K +$11.3K +150 +3%

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.