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Yum! Brands

860 hedge funds and large institutions have $23.9B invested in Yum! Brands in 2015 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 309 increasing their positions, 312 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $1.33B | Put options by funds: $653M

24% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 95

1% more funds holding

Funds holding: 849860 (+11)

1% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 312

3.44% less ownership

Funds ownership: 109.19%105.75% (-3.4%)

11% less capital invested

Capital invested by funds: $27B → $23.9B (-$3.07B)

22% less funds holding in top 10

Funds holding in top 10: 3225 (-7)

Holders
860
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
22.57%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.66%
New
118
Increased
309
Reduced
312
Closed
95
Calls
$1.33B
Puts
$653M
Net Calls
+$681M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
776
WFG Advisors
Texas
$50K +$1.83K +35 +4%
MCA
777
Mercer Capital Advisers
New Jersey
$49K
MCM
778
MV Capital Management
Maryland
$47K
GXMC
779
Global X Management Company
New York
$44K -$8.04K -154 -16%
FWM
780
Focused Wealth Management
New York
$44K
TFO
781
Tarbox Family Office
California
$42K -$52 -1 -0.1%
AP
782
Atwood & Palmer
Missouri
$40K -$17.8K -341 -31%
CTB
783
Country Trust Bank
Illinois
$40K
DA
784
Dunvegan Associates
California
$40K
VNA
785
Valley National Advisers
Pennsylvania
$40K +$3.29K +63 +9%
SIM
786
Sonora Investment Management
Arizona
$37K -$1.15K -22 -3%
BKA
787
Brick & Kyle Associates
Pennsylvania
$37K
VFA
788
Virtus Fund Advisers
Connecticut
$37K
BWA
789
Burt Wealth Advisors
Maryland
$36K
OSNBOA
790
Old Second National Bank of Aurora
Illinois
$33K -$7.26K -139 -18%
AC
791
Alexandria Capital
Virginia
$33K +$11K +210 +50%
Manulife (Manufacturers Life Insurance)
792
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.4K -$1.44M -27,544 -4%
OC
793
Oakworth Capital
Alabama
$31K
ASN
794
Advisory Services Network
Georgia
$30K -$23K -441 -44%
FMA
795
FNY Managed Accounts
New York
$29.2K +$29K +556 New
HRC
796
Hoertkorn Richard Charles
$27K
MWM
797
MinichMacGregor Wealth Management
New York
$27K +$22.1K +424 New
JG
798
Jefferies Group
New York
$26K -$1.75M -33,558 -99%
JFA
799
JNBA Financial Advisors
Minnesota
$26K
TCM
800
Tradewinds Capital Management
Washington
$25K +$21.8K +418 +774%

YUM Hedge Fund Activity: Q4 2015 in Review

860 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2015, worth a combined $23.9B — down 11% from $27B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new YUM positions and 95 closed out — a net gain of 23 holders — while 309 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $755M. The largest seller was Third Point, cutting an estimated $837M.

  • 860 institutional investors held Yum! Brands (YUM) as of Q4 2015, up from 849 in Q3 2015.
  • Funds reported $23.9B of Yum! Brands stock for Q4 2015, down 11% quarter-over-quarter.
  • 118 funds opened new Yum! Brands positions in Q4 2015 and 95 closed out, a net change of +23 holders.
  • The largest Yum! Brands buyer in Q4 2015 was Goldman Sachs, an estimated $755M added.
  • The largest Yum! Brands seller in Q4 2015 was Third Point, an estimated $837M sold.

Based on aggregated 13F filings for Q4 2015.