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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
QAM
826
QCI Asset Management
New York
$27K
TC
827
Trust Company
Kansas
$27K +$26.4K +417 New
VIA
828
Vantage Investment Advisors
Pennsylvania
$26K -$47.6K -752 -65%
M
829
MOTCO
Texas
$26K
BFEC
830
Benjamin F. Edwards & Company
Missouri
$24K
CHP
831
Cable Hill Partners
Oregon
$24K
FA
832
FMA Advisory
Pennsylvania
$23K +$22.8K +360 New
FI
833
FCM Investments
Texas
$22K
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$20K -$132K -2,087 -87%
OSAM
835
O'Shaughnessy Asset Management
Connecticut
$20K +$19.4K +307 New
FNBSF
836
First National Bank Sioux Falls
South Dakota
$18K
LFR
837
Lehman Financial Resources
Pennsylvania
$18K
MSFP
838
Mark Sheptoff Financial Planning
Connecticut
$18K
HCMT
839
Highland Capital Management (Tennessee)
Tennessee
$18K +$17.2K +271 New
TDC
840
Thompson Davis & Co
Virginia
$17K +$5.83K +92 +53%
AIM
841
Advantage Investment Management
Iowa
$16K -$4.63K -73 -23%
AIC
842
Ayalon Insurance Company
Israel
$16K
MAS
843
Madden Advisory Services
Florida
$15K +$14.6K +231 New
FCT
844
Family Capital Trust
Massachusetts
$15K +$15K +236 New
ECM
845
Estabrook Capital Management
New York
$14.4K
RFA
846
Reilly Financial Advisors
California
$14K -$11K -173 -44%
CB
847
Community Bank
New York
$14K -$4.37K -69 -25%
BCMIO
848
Beacon Capital Management Inc (Ohio)
Ohio
$9K
MA
849
MCF Advisors
Kentucky
$8K
RA
850
Rational Advisors
New York
$8K

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.