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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
PIM
851
Parasol Investment Management
Illinois
$7K
SFWA
852
Summit Financial Wealth Advisors
Louisiana
$7K
AWM
853
Avior Wealth Management
Nebraska
$7K +$7.03K +111 New
MPWT
854
MassMutual Private Wealth & Trust
Connecticut
$6.33K -$6.02K -95 -47%
AW
855
Alpha Windward
Massachusetts
$5K -$570 -9 -11%
CA
856
CapWealth Advisors
Tennessee
$5K
FAM
857
Formidable Asset Management
Ohio
$5K
RWM
858
Rezny Wealth Management
Florida
$5K +$5.13K +81 New
WCM
859
Wealthcare Capital Management
Virginia
$4K -$17.9K -283 -83%
LWM
860
Lenox Wealth Management
Ohio
$4K
TCM
861
Tradewinds Capital Management
Washington
$4K
WA
862
WealthTrust-Arizona
Arizona
$4K
WAS
863
Winch Advisory Services
Wisconsin
$4K
GXMC
864
Global X Management Company
New York
$4K +$4.05K +64 New
RCG
865
Ruggie Capital Group
Florida
$3K -$6.59K -104 -71%
LWM
866
LBA Wealth Management
Florida
$3K
N
867
Nuveen
North Carolina
$2.66K -$31.2K -492 -1%
CCMW
868
Cypress Capital Management (Wyoming)
Wyoming
$2.16K
PRS
869
Pinkerton Retirement Specialists
Idaho
$2K +$1.65K +26 New
AT
870
Arden Trust
Delaware
$1.78K -$18.5K -292 -1%
EWM
871
Edge Wealth Management
New York
$1K -$5.15M -81,277 -100%
LWA
872
Lenox Wealth Advisors
New York
$1K -$52K -820 -98%
UB
873
UMB Bank
Missouri
$713 -$25.1K -396 -3%
FNBOO
874
First National Bank of Omaha
Nebraska
$432
ETC
875
Evercore Trust Company
New York
-$211M -3,731,714 Closed

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.