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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
RFM
726
Royal Fund Management
Florida
$114K
KTC
727
Kistler-Tiffany Companies
Pennsylvania
$114K +$451 +6 +0.4%
AAC
728
Asset Advisors Corp
Georgia
$110K
JWM
729
Jacobus Wealth Management
Wisconsin
$110K
IWM
730
IHT Wealth Management
Illinois
$104K
DSC
731
Duncker Streett & Co
Missouri
$103K
BWM
732
Baystate Wealth Management
Massachusetts
$101K +$8.35K +111 +9%
HI
733
Hudock Inc
Pennsylvania
$97K +$150 +2 +0.2%
IIC
734
Integrated Investment Consultants
Michigan
$96K
ASN
735
Advisory Services Network
Georgia
$92K -$3.01K -40 -3%
FANJ
736
Financial Architects (New Jersey)
New Jersey
$89K +$7.52K +100 +9%
YWP
737
YorkBridge Wealth Partners
New York
$85K -$8.05K -107 -8%
ATC
738
Adirondack Trust Company
New York
$81K
CHC
739
City Holding Co
West Virginia
$81K +$2.56K +34 +3%
TIM
740
Tortoise Investment Management
New York
$77K
DAM
741
Delta Asset Management
Tennessee
$74K
FQ
742
First Quadrant
California
$74K
VFA
743
Virtus Fund Advisers
Connecticut
$70K
BFEC
744
Benjamin F. Edwards & Company
Missouri
$69K +$150 +2 +0.2%
SQA
745
Simon Quick Advisors
New Jersey
$66K +$37.6K +500 +127%
NFG
746
Next Financial Group
Texas
$62K -$51.9K -690 -46%
OAM
747
Oppenheimer Asset Management
New York
$62K +$56.8K +755 +910%
NIC
748
Northwest Investment Counselors
Oregon
$62K +$63.3K +841 New
QCG
749
Quadrant Capital Group
Ohio
$61K
TRCT
750
Tower Research Capital (TRC)
New York
$59K -$50.3K -668 -46%

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.