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Yum! Brands
YUM

913 hedge funds and large institutions have $20.3B invested in Yum! Brands in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 261 increasing their positions, 325 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 56

10% more capital invested

Capital invested by funds: $18.5B → $20.3B (+$1.82B)

7% more funds holding

Funds holding: 853 → 913 (+60)

1.03% more ownership

Funds ownership: 73.02% → 74.05% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

20% less repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 325

39% less call options, than puts

Call options by funds: $151M | Put options by funds: $246M

Holders
913
Holders Change
+60
Holders Change %
+7.03%
% of All Funds
20.71%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
121
Increased
261
Reduced
325
Closed
56
Calls
$151M
Puts
$246M
Net Calls
-$95.2M
Net Calls Change
-$33.7M

Top Buyers

Rank Fund Capital Flow
1
SGA
Sustainable Growth Advisers
Connecticut
+$169M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$69.7M
3
Goldman Sachs
Goldman Sachs
New York
+$58.6M
4
Renaissance Technologies
Renaissance Technologies
New York
+$57.1M
5
MAM
Magellan Asset Management
Australia
+$50M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$178M
2
CFM
Coronation Fund Managers
South Africa
-$74M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$54.2M
5
MICM
Matthews International Capital Management
California
-$53M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
901
Wealthcare Capital Management
Virginia
$3K – – –
FNB
902
Farmers National Bank
Kentucky
$3K +$2.77K +35 New
FGC
903
Financial Gravity Companies
Texas
$3K +$2.93K +37 New
ED
904
Exane Derivatives
France
$2.45K -$237 -3 -9%
Walleye Trading
905
Walleye Trading
New York
$2.42K +$2.35M +29,661 New
OFW
906
Omnia Family Wealth
Florida
$2K – – –
RCG
907
Ruggie Capital Group
Florida
$2K – – –
WAM
908
Watermark Asset Management
California
$2K – – –
AWA
909
Acorn Wealth Advisors
Michigan
$2K +$1.58K +20 New
ME
910
McIlrath & Eck
Washington
$2K +$1.58K +20 New
PO
911
Private Ocean
California
$2K +$2.29K +29 New
GWS
912
Glassman Wealth Services
Virginia
$1K – – –
ST
913
Sageworth Trust
Pennsylvania
$1K +$949 +12 New
PCG
914
Private Capital Group
Connecticut
$140 +$136K +1,719 New
ETC
915
Evercore Trust Company
New York
– -$158M -2,142,034 Closed
DKCM
916
Davidson Kempner Capital Management
New York
– -$44.2M -600,000 Closed
SAM
917
Scopus Asset Management
New York
– -$28.3M -384,990 Closed
NFA
918
Nationwide Fund Advisors
Ohio
– -$17.5M -237,083 Closed
Credit Agricole
919
Credit Agricole
France
– -$7.42M -100,729 Closed
Voloridge Investment Management
920
Voloridge Investment Management
Florida
– -$6.5M -88,309 Closed
Capital Fund Management (CFM)
921
Capital Fund Management (CFM)
France
– -$6.93M -87,633 Closed
SCM
922
Stevens Capital Management
Pennsylvania
– -$5.23M -71,063 Closed
FHAM
923
Folger Hill Asset Management
New York
– -$4.05M -55,000 Closed
SSA
924
Schonfeld Strategic Advisors
New York
– -$3.82M -51,876 Closed
LCM
925
Laurion Capital Management
New York
– -$3.65M -49,564 Closed
35 36
37
38 39

YUM Hedge Fund Activity: Q4 2017 in Review

913 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q4 2017, worth a combined $20.3B — up 9.8% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new YUM positions and 56 closed out — a net gain of 65 holders — while 261 added to existing stakes and 325 trimmed.

The largest buyer was Sustainable Growth Advisers, opening a new position worth an estimated $169M. The largest seller was Bank of America, cutting an estimated $178M.

  • 913 institutional investors held Yum! Brands (YUM) as of Q4 2017, up from 853 in Q3 2017.
  • Funds reported $20.3B of Yum! Brands stock for Q4 2017, up 9.8% quarter-over-quarter.
  • 121 funds opened new Yum! Brands positions in Q4 2017 and 56 closed out, a net change of +65 holders.
  • The largest Yum! Brands buyer in Q4 2017 was Sustainable Growth Advisers, an estimated $169M added.
  • The largest Yum! Brands seller in Q4 2017 was Bank of America, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2017.