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Yum! Brands

860 hedge funds and large institutions have $23.9B invested in Yum! Brands in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 309 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $653M

24% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 95

1% more funds holding

Funds holding: 849860 (+11)

1% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 312

3.44% less ownership

Funds ownership: 109.19%105.75% (-3.4%)

11% less capital invested

Capital invested by funds: $27B → $23.9B (-$3.07B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
860
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
22.57%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.66%
New
118
Increased
309
Reduced
312
Closed
95
Calls
$1.33B
Puts
$653M
Net Calls
+$681M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
626
KCM Investment Advisors
California
$310K -$16.5K -316 -5%
AI
627
Atria Investments
North Carolina
$306K +$56K +1,073 +21%
PI
628
Pettee Investors
Connecticut
$304K
SCM
629
Shelton Capital Management
Colorado
$303K +$14.5K +278 +5%
Parallax Volatility Advisers
630
Parallax Volatility Advisers
California
$301K -$1.43M -27,407 -83%
WCM
631
Windward Capital Management
California
$300K -$3.81K -73 -1%
HPC
632
HM Payson & Co
Maine
$300K +$100K +1,914 +50%
NPC
633
National Planning Corporation
California
$297K +$309K +5,921 New
Jane Street
634
Jane Street
New York
$296K -$5.44M -104,066 -95%
LA
635
Lucus Advisors
New York
$294K +$292K +5,595 New
CIC
636
Chilton Investment Company
Connecticut
$292K
CIC
637
Crawford Investment Counsel
Georgia
$290K
HCM
638
Highbridge Capital Management
New York
$285K -$2.59M -49,538 -90%
FWM
639
Frontier Wealth Management
Missouri
$283K -$11.2K -215 -4%
HJA
640
Hugh Johnson Advisors
New York
$283K -$8.67K -166 -3%
JMFC
641
J.M. Forbes & Co
Massachusetts
$282K +$10.7K +204 +4%
Acadian Asset Management
642
Acadian Asset Management
Massachusetts
$279K -$82.2K -1,574 -23%
FHA
643
First Horizon Advisors
Tennessee
$278K -$11.6K -222 -4%
CIA
644
Capital Investment Advisors
Georgia
$278K -$5.33K -102 -2%
HBT
645
Hills Bank & Trust
Iowa
$277K
BHBT
646
Burke & Herbert Bank & Trust
Virginia
$276K
TSW
647
Thompson Siegel & Walmsley
Virginia
$275K
BHWM
648
Bar Harbor Wealth Management
New Hampshire
$274K -$5.43K -104 -2%
FPCG
649
Fort Pitt Capital Group
Pennsylvania
$274K
ST
650
Spinnaker Trust
Maine
$274K +$731 +14 +0.3%

YUM Hedge Fund Activity: Q4 2015 in Review

860 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2015, worth a combined $23.9B — down 11% from $27B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new YUM positions and 95 closed out — a net gain of 23 holders — while 309 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $755M. The largest seller was Third Point, cutting an estimated $837M.

  • 860 institutional investors held Yum! Brands (YUM) as of Q4 2015, up from 849 in Q3 2015.
  • Funds reported $23.9B of Yum! Brands stock for Q4 2015, down 11% quarter-over-quarter.
  • 118 funds opened new Yum! Brands positions in Q4 2015 and 95 closed out, a net change of +23 holders.
  • The largest Yum! Brands buyer in Q4 2015 was Goldman Sachs, an estimated $755M added.
  • The largest Yum! Brands seller in Q4 2015 was Third Point, an estimated $837M sold.

Based on aggregated 13F filings for Q4 2015.