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Yum! Brands
YUM

985 hedge funds and large institutions have $20B invested in Yum! Brands in 2020 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 292 increasing their positions, 360 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 4 → 9 (+5)

66% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 77

26% more capital invested

Capital invested by funds: $15.8B → $20B (+$4.15B)

5% more funds holding

Funds holding: 942 → 985 (+43)

0.4% less ownership

Funds ownership: 76.88% → 76.48% (-0.4%)

19% less repeat investments, than reductions

Existing positions increased: 292 | Existing positions reduced: 360

23% less call options, than puts

Call options by funds: $227M | Put options by funds: $295M

Holders
985
Holders Change
+43
Holders Change %
+4.56%
% of All Funds
20.2%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
128
Increased
292
Reduced
360
Closed
77
Calls
$227M
Puts
$295M
Net Calls
-$67.2M
Net Calls Change
+$28M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$304M
2
Citadel Advisors
Citadel Advisors
Florida
+$180M
3
Millennium Management
Millennium Management
New York
+$125M
4
N
Nuveen
North Carolina
+$93.6M
5
JCM
Junto Capital Management
New York
+$89.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$547M
2
Victory Capital Management
Victory Capital Management
Texas
-$184M
3
MAM
Magellan Asset Management
Australia
-$170M
4
Invesco
Invesco
Georgia
-$97.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$75.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
876
Toth Financial Advisory
Virginia
$37K – – –
KWM
877
Keebeck Wealth Management
Illinois
$36K +$36.2K +424 New
CAGAS
878
Capital Advisory Group Advisory Services
Minnesota
$35K – – –
CAC
879
Certified Advisory Corp
Florida
$35K – – –
DSC
880
Duncker Streett & Co
Missouri
$34K – – –
MCM
881
MV Capital Management
Maryland
$34K – – –
RIM
882
Rockbridge Investment Management
New York
$34K +$33.4K +391 New
AA
883
Ancora Advisors
Ohio
$33K -$8.54K -100 -21%
HRC
884
Hoertkorn Richard Charles
$32K – – –
GTAM
885
Global Trust Asset Management
Florida
$30K – – –
SL
886
Savior LLC
Massachusetts
$30K +$85 +1 +0.3%
AWM
887
Avondale Wealth Management
Texas
$28K – – –
AIM
888
AIA Investment Management
Singapore
$27K -$144K -1,684 -84%
SCM
889
Silvant Capital Management
Georgia
$27K – – –
APWM
890
Atlas Private Wealth Management
New York
$26K – – –
SIAP
891
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$26K – – –
AssetMark Inc
892
AssetMark Inc
California
$25K -$232K -2,713 -91%
TFO
893
Tarbox Family Office
California
$25K +$12.1K +142 +96%
PA
894
Perennial Advisors
New York
$24K +$23.9K +280 New
PWMG
895
Prestige Wealth Management Group
New Jersey
$23K -$18K -211 -45%
GAM
896
Gemmer Asset Management
California
$23K – – –
M
897
MOTCO
Texas
$23K – – –
TCM
898
Tradewinds Capital Management
Washington
$23K – – –
TFGT
899
TS Financial Group (TSFG)
Illinois
$23K +$8.54K +100 +59%
MF
900
Manchester Financial
California
$22K – – –
34 35
36
37 38

YUM Hedge Fund Activity: Q2 2020 in Review

985 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2020, worth a combined $20B — up 26% from $15.8B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new YUM positions and 77 closed out — a net gain of 51 holders — while 292 added to existing stakes and 360 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $304M. The largest seller was BlackRock, cutting an estimated $547M.

  • 985 institutional investors held Yum! Brands (YUM) as of Q2 2020, up from 942 in Q1 2020.
  • Funds reported $20B of Yum! Brands stock for Q2 2020, up 26% quarter-over-quarter.
  • 128 funds opened new Yum! Brands positions in Q2 2020 and 77 closed out, a net change of +51 holders.
  • The largest Yum! Brands buyer in Q2 2020 was JP Morgan Chase, an estimated $304M added.
  • The largest Yum! Brands seller in Q2 2020 was BlackRock, an estimated $547M sold.

Based on aggregated 13F filings for Q2 2020.