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Yum! Brands

853 hedge funds and large institutions have $18.5B invested in Yum! Brands in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 282 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

0.54% more ownership

Funds ownership: 72.48%73.02% (+0.54%)

0% less capital invested

Capital invested by funds: $18.6B → $18.5B (-$84.5M)

1% less funds holding

Funds holding: 860853 (-7)

2% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 288

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less call options, than puts

Call options by funds: $153M | Put options by funds: $215M

Holders
853
Holders Change
-7
Holders Change %
-0.81%
% of All Funds
21.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
67
Increased
282
Reduced
288
Closed
64
Calls
$153M
Puts
$215M
Net Calls
-$61.5M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
HRC
801
Hoertkorn Richard Charles
$27K
QAM
802
QCI Asset Management
New York
$26K
GAM
803
Gemmer Asset Management
California
$24K
PFBT
804
Parkside Financial Bank & Trust
Missouri
$24K
AOWM
805
Alpha Omega Wealth Management
Virginia
$22K
SIAP
806
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K
AssetMark Inc
807
AssetMark Inc
California
$22K +$2.63K +35 +13%
BCI
808
Brinker Capital Investments
Pennsylvania
$22K +$3.39K +45 +18%
AIM
809
Advantage Investment Management
Iowa
$20K -$1.5K -20 -7%
MFW
810
Mosaic Family Wealth
Missouri
$20K
PK
811
Pflug Koory
Nebraska
$18K
LWM
812
Lenox Wealth Management
Ohio
$17K
SIAS
813
Shine Investment Advisory Services
Colorado
$17K
WPA
814
West Paces Advisors
Georgia
$16.9K
HIIFS
815
Harel Insurance Investments & Financial Services
Israel
$16K
AIM
816
Arcadia Investment Management
Michigan
$15K
CPA
817
Clear Perspective Advisors
Illinois
$15K
CCM
818
Cribstone Capital Management
Maine
$15K
PWM
819
Perigon Wealth Management
California
$15K +$15K +200 New
FA
820
Fortis Advisors
Pennsylvania
$15K +$15.5K +206 New
M
821
MOTCO
Texas
$14K -$7.9K -105 -36%
OFS
822
Orrstown Financial Services
Pennsylvania
$14K
ADL
823
Asset Dedication LLC
California
$14K +$2.63K +35 +24%
MWM
824
MinichMacGregor Wealth Management
New York
$12K
JCM
825
Jacobi Capital Management
Pennsylvania
$12K +$7.52K +100 +189%

YUM Hedge Fund Activity: Q3 2017 in Review

853 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2017, worth a combined $18.5B — down 0.45% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new YUM positions and 64 closed out — a net gain of 3 holders — while 282 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $603M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $194M sold.

  • 853 institutional investors held Yum! Brands (YUM) as of Q3 2017, down from 860 in Q2 2017.
  • Funds reported $18.5B of Yum! Brands stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 67 funds opened new Yum! Brands positions in Q3 2017 and 64 closed out, a net change of +3 holders.
  • The largest Yum! Brands buyer in Q3 2017 was T. Rowe Price Associates, an estimated $603M added.
  • The largest Yum! Brands seller in Q3 2017 was Renaissance Technologies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2017.