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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
Group One Trading
651
Group One Trading
Illinois
$254K -$72.5K -964 -22%
KI
652
Koch Industries
Kansas
$253K -$260K -3,459 -50%
ST
653
Spinnaker Trust
Maine
$251K
BCM
654
Buckhead Capital Management
Georgia
$250K
MHS
655
M Holdings Securities
Oregon
$248K -$20.8K -277 -8%
TBA
656
Tower Bridge Advisors
Pennsylvania
$247K
TSW
657
Thompson Siegel & Walmsley
Virginia
$245K -$31.7K -421 -11%
BA
658
Boston Advisors
Massachusetts
$244K
HSA
659
HBK Sorce Advisory
Pennsylvania
$244K +$249K +3,316 New
WAM
660
Wealthspire Advisors (Maryland)
Maryland
$242K +$44.2K +588 +22%
WCM
661
Windward Capital Management
California
$241K -$12.9K -171 -5%
CL
662
Choreo LLC
Illinois
$240K -$37.5K -498 -13%
JMFC
663
J.M. Forbes & Co
Massachusetts
$238K
TCM
664
TD Capital Management
Tennessee
$238K
WSC
665
Wellington Shields & Co
New York
$236K -$54.2K -720 -18%
GIP
666
Granite Investment Partners
California
$236K
TPW
667
Tiller Private Wealth
Pennsylvania
$235K +$75 +1 +0%
TMAM
668
Tokio Marine Asset Management
Japan
$234K -$70.8K -941 -23%
RG
669
Rathbones Group
United Kingdom
$233K
FNBT
670
FineMark National Bank & Trust
Florida
$232K -$51.2K -680 -18%
CRC
671
Curi RMB Capital
Illinois
$232K -$978 -13 -0.4%
HFBOT
672
Home Federal Bank of Tennessee
Tennessee
$231K
KJHP
673
K.J. Harrison & Partners
Ontario, Canada
$231K
OC
674
Oarsman Capital
Wisconsin
$230K
BWAM
675
Boyd Watterson Asset Management
Ohio
$229K

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.