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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
SCM
676
Shelton Capital Management
Colorado
$228K
SFS
677
Sowell Financial Services
Arkansas
$226K -$5.72K -76 -2%
CAM
678
Carret Asset Management
New York
$226K
GT
679
Greenleaf Trust
Michigan
$226K +$231K +3,066 New
FNFDCM
680
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$224K
FHA
681
First Horizon Advisors
Tennessee
$222K
HT
682
Heritage Trust
Oklahoma
$222K
BPC
683
Banque Pictet & Cie
Switzerland
$221K -$226K -3,000 -50%
BHWM
684
Bar Harbor Wealth Management
New Hampshire
$220K -$124K -1,650 -36%
PIM
685
Profit Investment Management
Maryland
$219K
BIM
686
Bridges Investment Management
Nebraska
$219K +$15K +200 +7%
AWM
687
Altavista Wealth Management
North Carolina
$219K +$224K +2,972 New
IP
688
Investment Partners
Ohio
$217K +$75 +1 +0%
MA
689
Montag & Associates
Georgia
$215K
AIM
690
Anchor Investment Management
South Carolina
$211K
RWA
691
Ropes Wealth Advisors
Massachusetts
$211K
PCMK
692
Paragon Capital Management (Kansas)
Kansas
$210K
FA
693
FDx Advisors
Illinois
$203K -$12.6K -167 -6%
NHC
694
Nicholas Hoffman & Company
Georgia
$203K +$207K +2,755 New
GIA
695
GHP Investment Advisors
Colorado
$201K +$301 +4 +0.1%
ST
696
Smithfield Trust
Pennsylvania
$201K +$164K +2,180 +400%
JT
697
Jump Trading
Illinois
$200K +$205K +2,721 New
LWCFA
698
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$193K +$376 +5 +0.2%
SA
699
SRH Advisors
Kansas
$191K
FMLI
700
Fukoku Mutual Life Insurance
Japan
$191K +$22.6K +300 +13%

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.