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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
SPIA
701
Steward Partners Investment Advisory
New York
$190K +$52.5K +698 +37%
SLF
702
Sun Life Financial
Ontario, Canada
$187K +$9.48K +126 +5%
NIMI
703
Natixis Investment Managers International
France
$186K +$88.6K +1,178 +87%
ACM
704
Americafirst Capital Management
California
$176K +$93.3K +1,240 +108%
PMFA
705
Plante Moran Financial Advisors
Michigan
$175K
CBT
706
Central Bank & Trust
Kentucky
$168K
MMG
707
Monetary Management Group
Missouri
$162K
Carson Wealth (CWM LLC)
708
Carson Wealth (CWM LLC)
Nebraska
$162K +$6.85K +91 +4%
MI
709
Markston International
New York
$155K
BBHC
710
Brown Brothers Harriman & Co
New York
$153K
FIM
711
Foresters Investment Management
New York
$151K +$155K +2,054 New
OIA
712
OneDigital Investment Advisors
Kansas
$148K -$50K -664 -25%
TCOV
713
Trust Company of Vermont
Vermont
$146K
WTB
714
Washington Trust Bank
Washington
$145K
MCM
715
Manchester Capital Management
Vermont
$142K
BC
716
Bartlett & Co
Ohio
$135K -$4.51K -60 -3%
HFM
717
Hartford Financial Management
Connecticut
$135K
VCM
718
Versant Capital Management
Arizona
$130K +$1.13K +15 +0.9%
VCM
719
Vigilant Capital Management
Maine
$125K
CCM
720
Covington Capital Management
California
$125K +$127K +1,693 New
FCMT
721
Founders Capital Management (Texas)
Texas
$121K
CWM
722
Cranbrook Wealth Management
Michigan
$119K +$150 +2 +0.1%
WB
723
Webster Bank
Connecticut
$117K -$7.52K -100 -6%
VFA
724
Valeo Financial Advisors
Indiana
$117K +$119K +1,587 New
LNB
725
Ledyard National Bank
$115K +$24.1K +320 +26%

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.