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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
HPBT
776
High Point Bank & Trust
North Carolina
$86K
AF
777
Allworth Financial
California
$78K
PSI
778
Pinnacle Summer Investments
Virginia
$76K +$317 +5 +0.4%
CAL
779
Capital Advisors Ltd
Ohio
$72K
WA
780
WFG Advisors
Texas
$68K -$21.9K -346 -25%
KPCM
781
Kings Point Capital Management
New York
$68K
PFG
782
Piershale Financial Group
Illinois
$68K +$253 +4 +0.4%
GI
783
Gradient Investments
Minnesota
$67K
MCA
784
Mercer Capital Advisers
New Jersey
$60K
AWS
785
Aris Wealth Services
Pennsylvania
$59K
S
786
SignatureFD
Georgia
$58K +$1.01K +16 +2%
MCM
787
MV Capital Management
Maryland
$57K +$30.9K +487 +122%
DBT
788
Dubuque Bank & Trust
Iowa
$54K
FWM
789
Focused Wealth Management
New York
$54K
OFS
790
Orrstown Financial Services
Pennsylvania
$54K +$17.6K +278 +50%
TFO
791
Tarbox Family Office
California
$51K
AP
792
Atwood & Palmer
Missouri
$51K +$1.39K +22 +3%
Manulife (Manufacturers Life Insurance)
793
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.4K +$10.2M +161,204 +26%
OSNBOA
794
Old Second National Bank of Aurora
Illinois
$50K
QCG
795
Quadrant Capital Group
Ohio
$50K +$51.4K +811 New
CTB
796
Country Trust Bank
Illinois
$49K
ASN
797
Advisory Services Network
Georgia
$49K +$38K +599 +422%
BCM
798
Brookstone Capital Management
Illinois
$48K +$46.9K +740 New
DA
799
Dunvegan Associates
California
$48K +$46.9K +740 New
WA
800
Waverly Advisors
Alabama
$47K +$21.9K +345 +90%

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.