We are live on ! Find out more
YUM icon

Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
601
Two Sigma Investments
New York
$384K +$375K +5,926 New
PWLP
602
Prio Wealth Limited Partnership
Massachusetts
$383K
OC
603
Oarsman Capital
Wisconsin
$379K +$1.33K +21 +0.4%
GIP
604
Granite Investment Partners
California
$378K
WCM
605
Windward Capital Management
California
$376K +$3.36K +53 +0.9%
PI
606
Pettee Investors
Connecticut
$375K
PAM
607
Princeton Alpha Management
New Jersey
$372K -$608K -9,600 -63%
RCM
608
Reynolds Capital Management
Nevada
$369K -$26.4K -417 -7%
BBHC
609
Brown Brothers Harriman & Co
New York
$367K
IIA
610
IPG Investment Advisors
California
$367K -$44.1K -696 -11%
CIA
611
Capital Investment Advisors
Georgia
$365K -$3.48K -55 -1%
BHWM
612
Bar Harbor Wealth Management
New Hampshire
$365K +$24.7K +390 +7%
EDRE
613
Edmond de Rothschild (Europe)
Luxembourg
$361K +$353K +5,570 New
EDRH
614
Edmond de Rothschild Holding
Switzerland
$361K +$353K +5,570 New
HJA
615
Hugh Johnson Advisors
New York
$359K -$7.54K -119 -2%
SWP
616
Stratos Wealth Partners
Ohio
$358K -$20.5K -324 -6%
SCM
617
Shelton Capital Management
Colorado
$356K +$52.9K +835 +18%
AHC
618
Adell Harriman & Carpenter
Texas
$356K
RBC
619
Ronald Blue & Co
Georgia
$353K +$697 +11 +0.2%
KCM
620
Kornitzer Capital Management
Kansas
$350K -$1.94M -30,549 -85%
FNBT
621
FineMark National Bank & Trust
Florida
$348K -$7.35K -116 -2%
TBA
622
Tower Bridge Advisors
Pennsylvania
$346K +$8.81K +139 +3%
PIA
623
Peachtree Investment Advisors
Georgia
$344K
FHA
624
First Horizon Advisors
Tennessee
$342K -$1.01K -16 -0.3%
ITIM
625
Indiana Trust & Investment Management
Indiana
$342K +$334K +5,279 New

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.