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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
BCM
651
Buckhead Capital Management
Georgia
$272K
BB
652
Busey Bank
Illinois
$268K -$45.9K -878 -15%
UR
653
USCA RIA
Texas
$265K -$36.4K -696 -12%
PAM
654
Private Asset Management
California
$261K
CCA
655
Checchi Capital Advisers
California
$260K +$23.2K +444 +10%
RBC
656
Ronald Blue & Co
Georgia
$259K -$29.9K -572 -10%
BFA
657
Benedict Financial Advisors
Georgia
$259K +$575 +11 +0.2%
TBA
658
Tower Bridge Advisors
Pennsylvania
$256K -$3.6K -69 -1%
SSG
659
Summit Securities Group
New York
$254K +$253K +4,834 New
AIM
660
Alambic Investment Management
California
$254K +$253K +4,841 New
VCP
661
Vista Capital Partners
Oregon
$252K
TPW
662
Tiller Private Wealth
Pennsylvania
$248K +$247K +4,721 New
GP
663
Girard Partners
Pennsylvania
$247K -$56K -1,073 -19%
IFB
664
iAB Financial Bank
Indiana
$243K +$7.26K +139 +3%
HAG
665
HighPoint Advisor Group
Illinois
$242K +$255K +4,881 New
SI
666
SII Investments
Wisconsin
$241K -$84.4K -1,616 -26%
OMCS
667
Old Mutual Customised Solutions
South Africa
$241K
BBHC
668
Brown Brothers Harriman & Co
New York
$239K -$12.8K -246 -5%
PCMK
669
Paragon Capital Management (Kansas)
Kansas
$238K
TCM
670
TD Capital Management
Tennessee
$237K
BOTW
671
Bank of the West
California
$237K +$18.2K +349 +8%
AP
672
Advisor Partners
California
$236K -$38.8K -743 -14%
GIP
673
Granite Investment Partners
California
$234K -$72.7K -1,391 -24%
I2I
674
Insight 2811 Inc
Illinois
$234K
KCM
675
Kornitzer Capital Management
Kansas
$232K -$36.4K -696 -14%

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.