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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
701
Ballentine Partners
Massachusetts
$228K +$224K +3,528 New
Wellington Management Group
702
Wellington Management Group
Massachusetts
$227K +$223K +3,512 New
OAM
703
Occidental Asset Management
California
$226K +$307K +4,850 New
OHS
704
Odey Holdings (Switzerland)
Switzerland
$225K +$220K +3,478 New
CWP
705
Capital Wealth Planning
Florida
$223K +$219K +3,450 New
FB
706
Fulton Bank
Pennsylvania
$222K +$217K +3,422 New
CS
707
Credential Securities
$220K -$55.2K -871 -20%
NGA
708
Naples Global Advisors
Florida
$220K -$62.2K -981 -22%
SCM
709
Sterling Capital Management
North Carolina
$220K +$215K +3,390 New
TFF
710
The Family Firm
Maryland
$219K +$214K +3,375 New
BSW
711
Buckingham Strategic Wealth
Missouri
$218K +$214K +3,372 New
JIC
712
Joel Isaacson & Co
New York
$217K -$2.85K -45 -1%
PL
713
Plancorp LLC
Missouri
$216K -$42.6K -672 -17%
T
714
Thomaspartners
Massachusetts
$216K +$211K +3,331 New
PAM
715
Premier Asset Management
Illinois
$216K +$211K +3,338 New
AA
716
Apriem Advisors
California
$215K +$190 +3 +0.1%
MHS
717
M Holdings Securities
Oregon
$214K +$209K +3,297 New
BIC
718
Beach Investment Counsel
Pennsylvania
$214K +$210K +3,311 New
CBU
719
CIBC Bank USA
Illinois
$213K +$209K +3,298 New
FCCM
720
First City Capital Management
Georgia
$213K -$5K -79 -2%
HIC
721
Holderness Investments Company
North Carolina
$212K +$207K +3,267 New
CBN
722
Cadence Bank NA
Texas
$212K +$207K +3,272 New
CTA
723
Chesley Taft & Associates
Illinois
$212K +$208K +3,279 New
HIC
724
Harvey Investment Company
Kentucky
$209K +$204K +3,222 New
GD
725
Grandfield & Dodd
New York
$209K +$204K +3,227 New

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.