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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
Teacher Retirement System of Texas
51
Teacher Retirement System of Texas
Texas
$61.4M +$1.01M +13,443 +2%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$57.2M -$331K -4,395 -0.6%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$56.1M +$43K +572 +0.1%
JWBC
54
John W. Bristol & Co
New York
$50.8M -$1.89M -25,072 -4%
AQR Capital Management
55
AQR Capital Management
Connecticut
$50.6M -$12.1M -160,931 -19%
Stifel Financial
56
Stifel Financial
Missouri
$50.4M +$1.02M +13,509 +2%
TD Asset Management
57
TD Asset Management
Ontario, Canada
$49.5M +$3.87M +51,402 +8%
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$48.9M -$417K -5,543 -0.8%
DLA
59
Douglas Lane & Associates
New York
$48.2M -$5.63M -74,847 -10%
APG Asset Management
60
APG Asset Management
Netherlands
$45.9M +$2.74M +36,400 +6%
Alkeon Capital Management
61
Alkeon Capital Management
New York
$45.1M +$46.1M +612,500 New
AllianceBernstein
62
AllianceBernstein
Tennessee
$44.6M -$2.84M -37,762 -6%
PP
63
Prudential plc
United Kingdom
$44.4M -$376K -5,000 -0.8%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$44.3M +$1.03M +13,624 +2%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$44.2M +$1.1M +14,605 +2%
DKCM
66
Davidson Kempner Capital Management
New York
$44.2M -$5.64M -75,000 -11%
TA
67
Teachers Advisors
New York
$44.1M +$3.2M +42,468 +8%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$43M -$3.9M -51,846 -8%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$42.6M +$13.4M +177,752 +44%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$41.8M -$357K -4,740 -0.8%
WRF
71
Waddell & Reed Financial
Kansas
$41.2M
Asset Management One
72
Asset Management One
Japan
$40.7M -$321K -4,265 -0.8%
IGM
73
Incline Global Management
New York
$39.5M +$9.14M +121,423 +29%
USAA
74
United Services Automobile Association
Texas
$39M +$646K +8,591 +2%
Adage Capital Partners
75
Adage Capital Partners
Massachusetts
$37.9M -$384K -5,100 -1%

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.