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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
NEPPG
676
New England Professional Planning Group
Rhode Island
$232K
AHC
677
Adell Harriman & Carpenter
Texas
$232K -$56.7K -1,085 -20%
ICAS
678
Investors Capital Advisory Services
Massachusetts
$231K -$10.4K -200 -4%
FNB
679
First Niagara Bank
New York
$230K
IH
680
IFC Holdings
Florida
$230K +$5.85K +112 +3%
HFBOT
681
Home Federal Bank of Tennessee
Tennessee
$230K +$229K +4,382 New
MA
682
Montag & Associates
Georgia
$228K -$14.5K -278 -6%
CB
683
Chemical Bank
Michigan
$228K -$7.99K -153 -3%
AAM
684
Aureus Asset Management
Massachusetts
$228K +$42.8K +819 +23%
ITIM
685
Indiana Trust & Investment Management
Indiana
$227K -$49.4K -945 -18%
GLA
686
Great Lakes Advisors
Illinois
$225K +$2.77K +53 +1%
CAM
687
Carret Asset Management
New York
$224K
MCM
688
Manchester Capital Management
Vermont
$221K
CNBT
689
Canandaigua National Bank & Trust
New York
$221K +$6.11K +117 +3%
CS
690
Credential Securities
$220K +$42.3K +810 +24%
NEPWA
691
New England Private Wealth Advisors
Massachusetts
$220K +$52 +1 +0%
AP
692
AHL Partners
United Kingdom
$219K -$85.2K -1,631 -28%
NME
693
Notis-McConarty Edward
$219K
BSW
694
Buckingham Strategic Wealth
Missouri
$218K +$33.3K +637 +18%
CAM
695
Chesapeake Asset Management
New York
$217K -$2.92K -56 -1%
CCG
696
Cypress Capital Group
Florida
$217K
CFA
697
Carroll Financial Associates
North Carolina
$215K
IP
698
Investment Partners
Ohio
$214K
SGH
699
Schonfeld Group Holdings
New York
$212K +$211K +4,034 New
PAM
700
PartnerRe Asset Management
Connecticut
$211K -$357K -6,835 -63%

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.