Yum! Brands
810 hedge funds and large institutions have $27.6B invested in Yum! Brands in 2014 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 276 increasing their positions, 308 reducing their positions, and 52 closing their positions.
38% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 52
35% more call options, than puts
Call options by funds: $491M | Put options by funds: $363M
8% more capital invested
Capital invested by funds: $25.6B → $27.6B (+$2.03B)
5% more funds holding in top 10
Funds holding in top 10: 20 → 21 (+1)
2% more funds holding
Funds holding: 795 → 810 (+15)
0.39% more ownership
Funds ownership: 107.04% → 107.43% (+0.39%)
10% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 308
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$313M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$251M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$112M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$108M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$100M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$332M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$261M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$116M |
| 4 |
JP Morgan Chase
New York
|
-$105M |
| 5 |
MA
Marshfield Associates
Washington,
District of Columbia
|
-$81.4M |
YUM Hedge Fund Activity: Q2 2014 in Review
810 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2014, worth a combined $27.6B — up 7.9% from $25.6B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new YUM positions and 52 closed out — a net gain of 20 holders — while 276 added to existing stakes and 308 trimmed.
The largest buyer was Aberdeen Asset Management, adding an estimated $313M. The largest seller was Thornburg Investment Management, cutting an estimated $332M.
- 810 institutional investors held Yum! Brands (YUM) as of Q2 2014, up from 795 in Q1 2014.
- Funds reported $27.6B of Yum! Brands stock for Q2 2014, up 7.9% quarter-over-quarter.
- 72 funds opened new Yum! Brands positions in Q2 2014 and 52 closed out, a net change of +20 holders.
- The largest Yum! Brands buyer in Q2 2014 was Aberdeen Asset Management, an estimated $313M added.
- The largest Yum! Brands seller in Q2 2014 was Thornburg Investment Management, an estimated $332M sold.
Based on aggregated 13F filings for Q2 2014.