Yum! Brands
1,060 hedge funds and large institutions have $23.1B invested in Yum! Brands in 2019 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 285 increasing their positions, 391 reducing their positions, and 109 closing their positions.
33% more first-time investments, than exits
New positions opened: 145 | Existing positions closed: 109
2% more funds holding
Funds holding: 1,040 → 1,060 (+20)
0.05% less ownership
Funds ownership: 75.92% → 75.87% (-0.05%)
8% less call options, than puts
Call options by funds: $485M | Put options by funds: $528M
12% less capital invested
Capital invested by funds: $26.1B → $23.1B (-$3.07B)
27% less repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 391
58% less funds holding in top 10
Funds holding in top 10: 12 → 5 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$464M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$207M |
| 3 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$103M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$54.5M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$48.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Acadian Asset Management
Boston,
Massachusetts
|
-$178M |
| 2 |
Goldman Sachs
New York
|
-$126M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$121M |
| 4 |
Two Sigma Advisers
New York
|
-$92.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$78.7M |
YUM Hedge Fund Activity: Q4 2019 in Review
1,060 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2019, worth a combined $23.1B — down 12% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 145 funds opened new YUM positions and 109 closed out — a net gain of 36 holders — while 285 added to existing stakes and 391 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $464M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $178M sold.
- 1,060 institutional investors held Yum! Brands (YUM) as of Q4 2019, up from 1,040 in Q3 2019.
- Funds reported $23.1B of Yum! Brands stock for Q4 2019, down 12% quarter-over-quarter.
- 145 funds opened new Yum! Brands positions in Q4 2019 and 109 closed out, a net change of +36 holders.
- The largest Yum! Brands buyer in Q4 2019 was Magellan Asset Management, an estimated $464M added.
- The largest Yum! Brands seller in Q4 2019 was Acadian Asset Management, an estimated $178M sold.
Based on aggregated 13F filings for Q4 2019.