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Yum! Brands

795 hedge funds and large institutions have $25.6B invested in Yum! Brands in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 303 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

2% more funds holding

Funds holding: 779795 (+16)

2% less capital invested

Capital invested by funds: $26.2B → $25.6B (-$560M)

2% less call options, than puts

Call options by funds: $370M | Put options by funds: $379M

1.2% less ownership

Funds ownership: 108.24%107.04% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 303

Holders
795
Holders Change
+16
Holders Change %
+2.05%
% of All Funds
22.96%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.58%
New
78
Increased
271
Reduced
303
Closed
51
Calls
$370M
Puts
$379M
Net Calls
-$9.23M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
TF
776
Trutina Financial
Washington
$8K +$7.32K +139 New
MA
777
MCF Advisors
Kentucky
$7K
HCC
778
Hirtle Callaghan & Co
Pennsylvania
$7K +$5.58K +106 +331%
Lazard Asset Management
779
Lazard Asset Management
New York
$6K -$2.37M -44,951 -100%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$5.88K +$5.69K +108 New
AW
781
Alpha Windward
Massachusetts
$5K
CA
782
CapWealth Advisors
Tennessee
$4K
IWC
783
Integrated Wealth Counsel
California
$4K
LWM
784
LBA Wealth Management
Florida
$3K -$9.38K -178 -78%
BFEC
785
Benjamin F. Edwards & Company
Missouri
$3K
HRIA
786
Haberer Registered Investment Advisor
Ohio
$3K
LWM
787
Lenox Wealth Management
Ohio
$3K
ST
788
Somerset Trust
Pennsylvania
$3K
PCM
789
Prelude Capital Management
New York
$3K +$2.95K +56 New
WCM
790
Wealthcare Capital Management
Virginia
$3K +$2.95K +56 New
WAS
791
Winch Advisory Services
Wisconsin
$3K +$2.95K +56 New
CFA
792
Camarda Financial Advisors
Florida
$2K
GC
793
Globeflex Capital
California
$1K +$1K +19 New
FPCG
794
Fort Pitt Capital Group
Pennsylvania
$267
SCM
795
Scout Capital Management
New York
-$299M -5,501,405 Closed
ICP
796
Indus Capital Partners
New York
-$26.5M -486,850 Closed
Balyasny Asset Management
797
Balyasny Asset Management
Illinois
-$16.5M -302,819 Closed
EA
798
Euclid Advisors
Connecticut
-$15.9M -292,814 Closed
MMH
799
Menora Mivtachim Holdings
Israel
-$14.7M -269,567 Closed
KWILP
800
Kiwi Wealth Investments Limited Partnership
New Zealand
-$12.2M -223,574 Closed