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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
CAL
751
Capital Advisors Ltd
Ohio
$59K
FPFS
752
First Personal Financial Services
North Carolina
$59K +$2.26K +30 +4%
GLI
753
Guardian Life Insurance
New York
$58K +$2.11K +28 +4%
AF
754
Allworth Financial
California
$57K
AAP
755
Arax Advisory Partners
Colorado
$57K
HCM
756
Horrell Capital Management
Arkansas
$55K
KPCM
757
Kings Point Capital Management
New York
$55K
WIM
758
Westside Investment Management
California
$54.6K
AF
759
Arrow Financial
New York
$53K
HWM
760
Holloway Wealth Management
Florida
$52K
BWL
761
Bogart Wealth LLC
Virginia
$52K +$51.2K +680 New
PVH
762
Psagot Value Holdings
Israel
$52K +$52.9K +703 New
PCTC
763
Perkins Coie Trust Company
Washington
$50K
DBT
764
Dubuque Bank & Trust
Iowa
$49K
MCA
765
Mercer Capital Advisers
New Jersey
$49K
VIA
766
Vantage Investment Advisors
Pennsylvania
$49K
WAP
767
Wealthcare Advisory Partners
Pennsylvania
$49K +$50.1K +666 New
FBT
768
First Bank & Trust
South Dakota
$48K -$21.1K -280 -30%
SWA
769
Sutton Wealth Advisors
Florida
$47.3K
BL
770
Balentine LLC
Georgia
$47K
CHP
771
Cable Hill Partners
Oregon
$46K
TFO
772
Tarbox Family Office
California
$45K +$1.66K +22 +4%
RFA
773
Reilly Financial Advisors
California
$44K -$21.1K -280 -32%
AC
774
Alexandria Capital
Virginia
$44K -$7.97K -106 -15%
CPIG
775
Chicago Partners Investment Group
Illinois
$44K

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.