YUM icon

Yum! Brands
YUM

Overview Fund Activity

779 hedge funds and large institutions have $26.2B invested in Yum! Brands in 2013 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 221 increasing their positions, 331 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+19
Holders Change %
+2.5%
% of All Funds
22.63%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.61%
New
98
Increased
221
Reduced
331
Closed
71
Calls
$370M
Puts
$762M
Net Calls
-$393M
Net Calls Change
-$454M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$488M
2
SCM
Scout Capital Management
New York
$299M
3
AAM
Aberdeen Asset Management
United Kingdom
$609M
4
U
UBS
Switzerland
$315M
5
MAM
Magellan Asset Management
Australia
$682M

Top Sellers

1
Edgewood Management
Edgewood Management
Connecticut
$0
2
CBOA
Commonwealth Bank of Australia
Australia
$191M
3
SP
Sarasin & Partners
United Kingdom
$0
4
Morgan Stanley
Morgan Stanley
New York
$399M
5
SBAM
Santa Barbara Asset Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
651
Carnegie Investment Counsel
Ohio
$239K -$15.1K -278 -6%
ITIM
652
Indiana Trust & Investment Management
Indiana
$236K – – –
OA
653
Oxbow Advisors
Texas
$235K – – –
IIM
654
Ipswich Investment Management
Massachusetts
$234K +$234K +4,309 New
BRWA
655
B. Riley Wealth Advisors
Florida
$232K +$46.6K +856 +25%
NRS
656
Neville Rodie & Shaw
New York
$231K -$161K -2,958 -41%
JIC
657
Joel Isaacson & Co
New York
$230K – – –
SCI
658
S&CO Inc
Massachusetts
$227K – – –
NEPWA
659
New England Private Wealth Advisors
Massachusetts
$226K +$6.79K +125 +3%
WPP
660
Whalerock Point Partners
Rhode Island
$226K +$226K +4,173 New
AP
661
Advisor Partners
California
$224K -$70.8K -1,303 -24%
LNB
662
Ledyard National Bank
$224K -$2.56K -47 -1%
CCG
663
Cypress Capital Group
Florida
$224K – – –
MIM
664
Montgomery Investment Management
Maryland
$223K -$3.48K -64 -2%
PP
665
Prudential plc
United Kingdom
$223K – – –
GHA
666
GW Henssler & Associates
Georgia
$223K – – –
PWAP
667
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$222K – – –
MCM
668
Manchester Capital Management
Vermont
$220K +$1.14K +21 +0.5%
T
669
Thomaspartners
Massachusetts
$217K +$217K +3,985 New
NGA
670
Naples Global Advisors
Florida
$216K +$216K +3,971 New
GIM
671
Guild Investment Management
California
$212K +$212K +3,895 New
LCM
672
LVM Capital Management
Michigan
$212K +$212K +3,895 New
AAM
673
Advisors Asset Management
Colorado
$211K -$12.2K -224 -5%
CRC
674
Curi RMB Capital
Illinois
$206K -$68.5K -1,261 -25%
GIA
675
GHP Investment Advisors
Colorado
$205K +$205K +3,779 New
25 26
27
28 29