Yum! Brands
760 hedge funds and large institutions have $24.8B invested in Yum! Brands in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 233 increasing their positions, 327 reducing their positions, and 45 closing their positions.
42% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 45
19% more call options, than puts
Call options by funds: $394M | Put options by funds: $332M
1% more funds holding
Funds holding: 749 → 760 (+11)
3% more capital invested
Capital invested by funds: $24.1B → $24.8B (+$716M)
0.96% more ownership
Funds ownership: 107.48% → 108.44% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 24 → 24 (0)
29% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 327
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$245M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$132M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$100M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$80.7M |
| 5 |
JWBC
John W. Bristol & Co
New York
|
+$79.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$223M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$219M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$44.3M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$43.4M |
| 5 |
ESG
Emerging Sovereign Group
New York
|
-$42.6M |
YUM Hedge Fund Activity: Q3 2013 in Review
760 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2013, worth a combined $24.8B — up 3% from $24.1B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new YUM positions and 45 closed out — a net gain of 19 holders — while 233 added to existing stakes and 327 trimmed.
The largest buyer was Aberdeen Asset Management, adding an estimated $245M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $223M sold.
- 760 institutional investors held Yum! Brands (YUM) as of Q3 2013, up from 749 in Q2 2013.
- Funds reported $24.8B of Yum! Brands stock for Q3 2013, up 3% quarter-over-quarter.
- 64 funds opened new Yum! Brands positions in Q3 2013 and 45 closed out, a net change of +19 holders.
- The largest Yum! Brands buyer in Q3 2013 was Aberdeen Asset Management, an estimated $245M added.
- The largest Yum! Brands seller in Q3 2013 was Winslow Capital Management, an estimated $223M sold.
Based on aggregated 13F filings for Q3 2013.