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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
WTB
751
Washington Trust Bank
Washington
$144K
KT
752
Kanaly Trust
Texas
$144K +$6.78K +107 +5%
WAM
753
Wolverine Asset Management
Illinois
$144K +$141K +2,226 New
JWM
754
Jacobus Wealth Management
Wisconsin
$143K
BC
755
Bartlett & Co
Ohio
$141K +$1.33K +21 +1%
CG
756
Colony Group
Massachusetts
$139K
AF
757
Arrow Financial
New York
$138K -$190 -3 -0.1%
TIM
758
Tortoise Investment Management
New York
$136K
DSC
759
Duncker Streett & Co
Missouri
$134K
BAM
760
Bruderman Asset Management
New York
$125K
PCTC
761
Perkins Coie Trust Company
Washington
$124K
CHC
762
City Holding Co
West Virginia
$123K
ATC
763
Adirondack Trust Company
New York
$121K
GWA
764
Genesis Wealth Advisors
Massachusetts
$118K
SAMC
765
Shinko Asset Management Company
Japan
$114K -$8.36K -132 -7%
BAM
766
Barrett Asset Management
New York
$113K
CIM
767
CenturyLink Investment Management
Colorado
$112K
LOT
768
Lombard Odier Transatlantic
Quebec, Canada
$108K -$361K -5,703 -77%
ST
769
Smithfield Trust
Pennsylvania
$101K +$6.21K +98 +7%
HI
770
Hudock Inc
Pennsylvania
$100K
HA
771
Harfst & Associates
Wyoming
$97K +$95.2K +1,502 New
UFA
772
US Financial Advisors
Massachusetts
$92K -$8.81K -139 -9%
FQ
773
First Quadrant
California
$90K
FFC
774
First Financial Corp
Indiana
$89K -$44K -695 -34%
HR
775
Howe & Rusling
New York
$88K

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.