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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
HBT
626
Hills Bank & Trust
Iowa
$341K
AP
627
Advisor Partners
California
$341K +$62.6K +988 +20%
BHBT
628
Burke & Herbert Bank & Trust
Virginia
$340K
TSW
629
Thompson Siegel & Walmsley
Virginia
$339K
FPCG
630
Fort Pitt Capital Group
Pennsylvania
$338K
SI
631
SII Investments
Wisconsin
$337K -$57.5K -907 -15%
ST
632
Spinnaker Trust
Maine
$337K
IFB
633
iAB Financial Bank
Indiana
$336K
BCM
634
Buckhead Capital Management
Georgia
$335K
JMFC
635
J.M. Forbes & Co
Massachusetts
$335K
EFSCE
636
Enterprise Financial Services Corp (EFSC)
Missouri
$326K -$2.98K -47 -0.9%
FA
637
FDx Advisors
Illinois
$326K +$319K +5,034 New
CIBC World Market
638
CIBC World Market
Ontario, Canada
$324K +$317K +4,999 New
FNB
639
First Niagara Bank
New York
$322K -$2.66K -42 -0.8%
PAM
640
Private Asset Management
California
$322K
FMW
641
Farr Miller & Washington
District of Columbia
$319K +$37.4K +591 +14%
ATC
642
Argent Trust Co
Tennessee
$317K +$887 +14 +0.3%
VCP
643
Vista Capital Partners
Oregon
$311K
BFA
644
Benedict Financial Advisors
Georgia
$310K +$507 +8 +0.2%
PCMK
645
Paragon Capital Management (Kansas)
Kansas
$308K -$8.81K -139 -3%
MIC
646
MU Investments Company
Japan
$306K -$317K -5,008 -51%
KJHP
647
K.J. Harrison & Partners
Ontario, Canada
$306K -$185K -2,922 -38%
NFG
648
Next Financial Group
Texas
$303K -$11.5K -182 -4%
MA
649
Montag & Associates
Georgia
$299K -$15.8K -249 -5%
CWA
650
Constellation Wealth Advisors
New York
$295K

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.