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Yum! Brands

1,039 hedge funds and large institutions have $26.1B invested in Yum! Brands in 2019 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 344 increasing their positions, 362 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 57

13% more call options, than puts

Call options by funds: $530M | Put options by funds: $468M

2% more funds holding

Funds holding: 1,0231,039 (+16)

2% more capital invested

Capital invested by funds: $25.6B → $26.1B (+$499M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0.06% less ownership

Funds ownership: 75.99%75.92% (-0.06%)

5% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 362

Holders
1,039
Holders Change
+16
Holders Change %
+1.56%
% of All Funds
22.79%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
81
Increased
344
Reduced
362
Closed
57
Calls
$530M
Puts
$468M
Net Calls
+$62M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
51
Arrowstreet Capital
Massachusetts
$86.5M -$131M -1,146,658 -60%
Two Sigma Investments
52
Two Sigma Investments
New York
$83M -$116M -1,015,105 -58%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$82.4M -$1.42M -12,398 -2%
CS
54
Credit Suisse
Switzerland
$75.2M +$5.86M +51,294 +8%
Barclays
55
Barclays
United Kingdom
$73.4M +$12.1M +106,179 +20%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$64.7M +$1.59M +13,910 +3%
TPI
57
Tesco Pension Investment
United Kingdom
$63.6M -$9.17M -80,222 -13%
JWBC
58
John W. Bristol & Co
New York
$62.2M -$814K -7,125 -1%
Marshall Wace
59
Marshall Wace
United Kingdom
$61.4M +$28.1M +245,769 +83%
WG
60
Winton Group
United Kingdom
$61.3M +$10.4M +90,737 +20%
Lord, Abbett & Co
61
Lord, Abbett & Co
New Jersey
$61.3M -$8.2M -71,768 -12%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$59.3M +$520K +4,546 +0.9%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$58.6M -$7.31M -63,985 -11%
AllianceBernstein
64
AllianceBernstein
Tennessee
$57M -$8.47M -74,083 -13%
Stifel Financial
65
Stifel Financial
Missouri
$56.2M -$509K -4,453 -0.9%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$56M +$7.87M +68,893 +16%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$54.9M +$16.4M +143,504 +42%
Natixis Advisors
68
Natixis Advisors
Massachusetts
$54.1M -$2.26M -19,733 -4%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$53.7M +$25.7M +224,846 +90%
AAMU
70
Amundi Asset Management US
Massachusetts
$53M -$5.09M -44,524 -9%
Allianz Asset Management
71
Allianz Asset Management
Germany
$52.6M +$22.8M +199,329 +75%
BNP Paribas Asset Management
72
BNP Paribas Asset Management
France
$52.3M +$3.76M +32,887 +8%
CII
73
Capital International Inc
California
$51.8M +$50.3M +439,939 +2,564%
Capital Research Global Investors
74
Capital Research Global Investors
California
$51.5M -$88.8M -777,183 -63%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$51.4M -$378K -3,307 -0.7%

YUM Hedge Fund Activity: Q3 2019 in Review

1,039 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2019, worth a combined $26.1B — up 1.9% from $25.6B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new YUM positions and 57 closed out — a net gain of 24 holders — while 344 added to existing stakes and 362 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $118M. The largest seller was Arrowstreet Capital, cutting an estimated $131M.

  • 1,039 institutional investors held Yum! Brands (YUM) as of Q3 2019, up from 1,023 in Q2 2019.
  • Funds reported $26.1B of Yum! Brands stock for Q3 2019, up 1.9% quarter-over-quarter.
  • 81 funds opened new Yum! Brands positions in Q3 2019 and 57 closed out, a net change of +24 holders.
  • The largest Yum! Brands buyer in Q3 2019 was Goldman Sachs, an estimated $118M added.
  • The largest Yum! Brands seller in Q3 2019 was Arrowstreet Capital, an estimated $131M sold.

Based on aggregated 13F filings for Q3 2019.