Yum! Brands
YUM
1,081 hedge funds and large institutions have $27B invested in Yum! Brands in 2021 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 330 increasing their positions, 359 reducing their positions, and 63 closing their positions.
57% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 63
13% more call options, than puts
Call options by funds: $207M | Put options by funds: $184M
7% more capital invested
Capital invested by funds: $25.3B → $27B (+$1.73B)
2% more funds holding
Funds holding: 1,057 → 1,081 (+24)
0.94% more ownership
Funds ownership: 77.92% → 78.86% (+0.94%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less repeat investments, than reductions
Existing positions increased: 330 | Existing positions reduced: 359
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$177M |
| 2 |
JP Morgan Chase
New York
|
+$164M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$142M |
| 4 |
BlackRock
New York
|
+$137M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$86.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$283M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$91.7M |
| 3 |
Bank of New York Mellon
New York
|
-$81.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$61.2M |
| 5 |
VanEck Associates
New York
|
-$60.7M |
YUM Hedge Fund Activity: Q2 2021 in Review
1,081 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2021, worth a combined $27B — up 6.8% from $25.3B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new YUM positions and 63 closed out — a net gain of 36 holders — while 330 added to existing stakes and 359 trimmed.
The largest buyer was Invesco, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $283M.
- 1,081 institutional investors held Yum! Brands (YUM) as of Q2 2021, up from 1,057 in Q1 2021.
- Funds reported $27B of Yum! Brands stock for Q2 2021, up 6.8% quarter-over-quarter.
- 99 funds opened new Yum! Brands positions in Q2 2021 and 63 closed out, a net change of +36 holders.
- The largest Yum! Brands buyer in Q2 2021 was Invesco, an estimated $177M added.
- The largest Yum! Brands seller in Q2 2021 was T. Rowe Price Associates, an estimated $283M sold.
Based on aggregated 13F filings for Q2 2021.