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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
VNA
801
Valley National Advisers
Pennsylvania
$46K +$63 +1 +0.1%
BKA
802
Brick & Kyle Associates
Pennsylvania
$45K
VFA
803
Virtus Fund Advisers
Connecticut
$45K
BWA
804
Burt Wealth Advisors
Maryland
$45K +$8.87K +140 +25%
AIM
805
Arcadia Investment Management
Michigan
$45K +$44.1K +696 New
BCA
806
Bray Capital Advisors
Florida
$45K +$44.1K +696 New
DAM
807
Delta Asset Management
Tennessee
$40K
SCA
808
Strategic Capital Alternatives
United States
$39K
Lazard Asset Management
809
Lazard Asset Management
New York
$38K -$30.7K -485 -45%
WP
810
WealthPLAN Partners
Nebraska
$38K +$3.17K +50 +9%
OC
811
Oakworth Capital
Alabama
$37K
IMS
812
Index Management Solutions
Pennsylvania
$36K +$19.3K +305 +119%
HRC
813
Hoertkorn Richard Charles
$34K
JAM
814
Jolley Asset Management
North Carolina
$34K
SFFS
815
Stonehage Fleming Financial Services
Jersey
$33K
VIA
816
Vident Investment Advisory
Georgia
$33K +$32.7K +516 New
JFA
817
JNBA Financial Advisors
Minnesota
$32K
RIA
818
Regal Investment Advisors
Michigan
$30K
GAM
819
Gemmer Asset Management
California
$29K
ARMC
820
American Research & Management Company
Massachusetts
$29K +$7.1K +112 +33%
TFA
821
Transamerica Financial Advisors
Florida
$28K
BRWM
822
B. Riley Wealth Management
Tennessee
$27K -$17.7K -279 -40%
AC
823
Alexandria Capital
Virginia
$27K
GWS
824
Glassman Wealth Services
Virginia
$27K
NC
825
NewSquare Capital
Pennsylvania
$27K

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.