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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
EWM
626
Evercore Wealth Management
New York
$284K +$7.15K +95 +3%
PCMC
627
Paragon Capital Management (Colorado)
Colorado
$283K
PFGIA
628
Patriot Financial Group Insurance Agency
Massachusetts
$283K +$38.4K +511 +16%
KIA
629
KCM Investment Advisors
California
$280K -$34.6K -460 -11%
WSTAM
630
Wilbanks Smith & Thomas Asset Management
Virginia
$280K -$451 -6 -0.2%
CLOS
631
Compagnie Lombard Odier SCmA
Switzerland
$280K
TG
632
TLP Group
Illinois
$278K +$22.2K +295 +8%
PWLP
633
Prio Wealth Limited Partnership
Massachusetts
$275K -$37.6K -500 -12%
CCA
634
Checchi Capital Advisers
California
$274K -$21K -279 -7%
BA
635
Bristlecone Advisors
Washington
$272K -$30.1K -400 -10%
FMT
636
First Mercantile Trust
Tennessee
$272K +$61.9K +823 +29%
SI
637
SII Investments
Wisconsin
$270K -$24.8K -329 -8%
PA
638
Parallel Advisors
California
$270K +$74.5K +990 +41%
NEPWA
639
New England Private Wealth Advisors
Massachusetts
$267K -$3.69K -49 -1%
RWP
640
RWA Wealth Partners
Massachusetts
$265K
BFA
641
Benedict Financial Advisors
Georgia
$264K +$376 +5 +0.1%
SPC
642
Sigma Planning Corp
Michigan
$261K +$55.2K +734 +26%
FBT
643
First Bankers Trust
Kentucky
$260K -$113K -1,500 -30%
EWA
644
EP Wealth Advisors
California
$260K -$2.33K -31 -0.9%
CA
645
Cornerstone Advisors
North Carolina
$258K
AW
646
ACG Wealth
Georgia
$258K +$29.9K +397 +13%
RE
647
RBC Europe
United Kingdom
$257K +$263K +3,492 New
SCA
648
Snowden Capital Advisors
New York
$256K +$13.2K +176 +5%
IGGA
649
Iron Gate Global Advisors
Utah
$256K -$3.84K -51 -1%
JFGIW
650
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$256K +$81.3K +1,080 +45%

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.