Yum! Brands
870 hedge funds and large institutions have $25B invested in Yum! Brands in 2016 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 272 increasing their positions, 347 reducing their positions, and 60 closing their positions.
196% more call options, than puts
Call options by funds: $1.26B | Put options by funds: $425M
38% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 60
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
2% more funds holding
Funds holding: 854 → 870 (+16)
1% less capital invested
Capital invested by funds: $25.2B → $25B (-$265M)
6.15% less ownership
Funds ownership: 109.04% → 102.89% (-6.1%)
22% less repeat investments, than reductions
Existing positions increased: 272 | Existing positions reduced: 347
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$693M |
| 2 |
HCM
Hitchwood Capital Management
New York
|
+$90.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$70.1M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$41.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$695M |
| 2 |
JP Morgan Chase
New York
|
-$321M |
| 3 |
TP
Third Point
New York
|
-$246M |
| 4 |
SC
Sculptor Capital
New York
|
-$226M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$143M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ECM
926
Estabrook Capital Management
New York
| – | -$13.1K | -223 | Closed |
|
|
ACM
927
Armbruster Capital Management
Pittsford,
New York
| – | -$9K | -153 | Closed |
|
|
UFA
928
US Financial Advisors
Braintree,
Massachusetts
| – | -$4K | -68 | Closed |
|
|
LWA
929
Lenox Wealth Advisors
New York
| – | -$1K | -24 | Closed |
|
930
Lazard Asset Management
New York
| – | -$1K | -22 | Closed |
|
|
MFT
931
Moisand Fitzgerald Tamayo
Orlando,
Florida
| – | -$1K | -10 | Closed |
|
YUM Hedge Fund Activity: Q2 2016 in Review
870 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2016, worth a combined $25B — down 1.1% from $25.2B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new YUM positions and 60 closed out — a net gain of 23 holders — while 272 added to existing stakes and 347 trimmed.
The largest buyer was Lone Pine Capital, adding an estimated $693M. The largest seller was Royal London Asset Management, cutting an estimated $695M.
- 870 institutional investors held Yum! Brands (YUM) as of Q2 2016, up from 854 in Q1 2016.
- Funds reported $25B of Yum! Brands stock for Q2 2016, down 1.1% quarter-over-quarter.
- 83 funds opened new Yum! Brands positions in Q2 2016 and 60 closed out, a net change of +23 holders.
- The largest Yum! Brands buyer in Q2 2016 was Lone Pine Capital, an estimated $693M added.
- The largest Yum! Brands seller in Q2 2016 was Royal London Asset Management, an estimated $695M sold.
Based on aggregated 13F filings for Q2 2016.