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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
MIM
726
Marco Investment Management
Georgia
$207K +$203K +3,202 New
Koshinski Asset Management
727
Koshinski Asset Management
Illinois
$206K +$202K +3,183 New
VFA
728
Voya Financial Advisors
Connecticut
$206K +$202K +3,192 New
IWMPD
729
Integrated Wealth Management (Palm Desert)
California
$205K -$22.3K -352 -10%
TTWM
730
TCV Trust & Wealth Management
Virginia
$204K -$26.4K -417 -12%
CCM
731
Cupps Capital Management
Illinois
$204K +$200K +3,153 New
FANJ
732
Financial Architects (New Jersey)
New Jersey
$203K +$10.6K +168 +6%
MLL
733
Moody Lynn & Lieberson
Massachusetts
$202K +$197K +3,116 New
HFM
734
Hartford Financial Management
Connecticut
$201K +$197K +3,116 New
TCOV
735
Trust Company of Vermont
Vermont
$200K +$21.9K +345 +13%
MMG
736
Monetary Management Group
Missouri
$198K -$44.1K -696 -19%
SHJ
737
Sharkey, Howes & Javer
Colorado
$195K
JFGIW
738
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K
KTC
739
Kistler-Tiffany Companies
Pennsylvania
$188K +$760 +12 +0.4%
LNB
740
Ledyard National Bank
$175K +$1.84K +29 +1%
GLI
741
Guardian Life Insurance
New York
$171K
MFS
742
MSI Financial Services
Massachusetts
$164K -$10.7K -169 -6%
CWM
743
Cranbrook Wealth Management
Michigan
$160K +$190 +3 +0.1%
VIM
744
Veritas Investment Management
United Kingdom
$158K
PMFA
745
Plante Moran Financial Advisors
Michigan
$154K -$4.88K -77 -3%
HSA
746
Hussman Strategic Advisors
Maryland
$153K -$44K -695 -23%
HCM
747
Horrell Capital Management
Arkansas
$153K
ED
748
Exane Derivatives
France
$146K -$190 -3 -0.1%
VanEck Associates
749
VanEck Associates
New York
$145K -$63 -1 -0%
VCM
750
Vigilant Capital Management
Maine
$144K

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.