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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
AIM
876
Alambic Investment Management
California
-$1.7M -23,100 Closed
BG
877
Bahl & Gaynor
Ohio
-$1.3M -17,577 Closed
AIL
878
AGF Investments LLC
Ontario, Canada
-$1.15M -15,565 Closed
MC
879
Menta Capital
California
-$1.13M -15,300 Closed
Wealth Enhancement Advisory Services
880
Wealth Enhancement Advisory Services
Minnesota
-$895K -12,148 Closed
DJSG
881
D.J. St. Germain
Massachusetts
-$799K -10,837 Closed
DCM
882
Dynamic Capital Management
Jersey
-$706K -9,568 Closed
PCM
883
Prelude Capital Management
New York
-$622K -8,430 Closed
LP
884
LMR Partners
United Kingdom
-$516K -6,995 Closed
RCAMU
885
Rothschild & Co Asset Management US
Connecticut
-$485K -6,570 Closed
Mirae Asset Global Investments
886
Mirae Asset Global Investments
South Korea
-$386K -5,241 Closed
IPAM
887
ICICI Prudential Asset Management
India
-$377K -5,000 Closed
BFM
888
Boothbay Fund Management
New York
-$314K -4,263 Closed
SEC
889
Seven Eight Capital
New York
-$310K -4,200 Closed
PAS
890
Park Avenue Securities
New York
-$282K -3,846 Closed
SA
891
Strategic Advisors
New York
-$280K -3,800 Closed
IFWM
892
Institute for Wealth Management
Colorado
-$278K -3,782 Closed
FIM
893
Freedom Investment Management
Connecticut
-$256K -3,466 Closed
BFM
894
Boston Financial Management
Massachusetts
-$247K -3,345 Closed
BSW
895
Buckingham Strategic Wealth
Missouri
-$233K -3,160 Closed
TTWM
896
TCV Trust & Wealth Management
Virginia
-$223K -3,020 Closed
LCM
897
Logan Capital Management
Pennsylvania
-$211K -2,863 Closed
NPC
898
National Planning Corporation
California
-$206K -2,813 Closed
QSS
899
Quantitative Systematic Strategies
Florida
-$203K -2,761 Closed
CS
900
Credential Securities
-$177K -2,412 Closed

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.