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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
LCM
51
Laurion Capital Management
New York
$111M +$56.3M +888,582 +109%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$108M -$18.1M -284,951 -15%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$107M +$59.3M +936,726 +130%
BlackRock
54
BlackRock
New York
$105M +$10M +158,385 +11%
Charles Schwab
55
Charles Schwab
California
$102M -$5.86M -92,447 -6%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$101M +$28.3K +446 +0%
Invesco
57
Invesco
Georgia
$100M +$23.4M +368,903 +31%
CCI
58
Columbus Circle Investors
$99.9M +$97.7M +1,542,013 New
JWBC
59
John W. Bristol & Co
New York
$99.4M -$8.39M -132,419 -8%
HHC
60
Hutchin Hill Capital
New York
$95.5M +$93.4M +1,474,460 New
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$92.4M -$22.1M -349,423 -20%
HSBC Holdings
62
HSBC Holdings
United Kingdom
$91M -$27.9M -440,619 -24%
RFC
63
Russell Frank Company
Washington
$90.3M +$11.6M +182,831 +15%
Principal Financial Group
64
Principal Financial Group
Iowa
$89.4M +$18.2M +286,656 +26%
MA
65
Marshfield Associates
District of Columbia
$85.3M -$5.63M -88,796 -6%
HCM
66
Holland Capital Management
Illinois
$84.7M -$40.8M -643,871 -33%
SWITC
67
Stewart West Indies Trading Company
Colorado
$82.4M
PP
68
Prudential plc
United Kingdom
$81.3M +$4.41M +69,550 +6%
BIM
69
BlackRock Investment Management
Delaware
$81.1M +$6.14M +96,869 +8%
HCM
70
Hoplite Capital Management
New York
$79.8M +$78.1M +1,232,918 New
UIM
71
USS Investment Management
United Kingdom
$77.4M -$35.3M -556,400 -32%
Stifel Financial
72
Stifel Financial
Missouri
$77.3M +$199K +3,134 +0.3%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$75.7M -$26.6K -420 -0%
Allianz Asset Management
74
Allianz Asset Management
Germany
$73.7M -$13.8M -217,587 -16%
APG Asset Management
75
APG Asset Management
Netherlands
$73.5M +$15.7M +248,111 +28%

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.