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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
PGAM
926
Princeton Global Asset Management
New Jersey
$14K – – –
LF
927
Lee Financial
Texas
$14K +$598 +7 +5%
ETC
928
Exchange Traded Concepts
Oklahoma
$14K +$3.59K +42 +36%
WEC
929
Winslow Evans & Crocker
Massachusetts
$13K -$175K -2,046 -93%
EARNEST Partners
930
EARNEST Partners
Georgia
$13K – – –
FFC
931
First Financial Corp
Indiana
$13K – – –
SC
932
Sawyer & Company
Massachusetts
$13K – – –
MWA
933
MFA Wealth Advisors
Pennsylvania
$12.2K +$12K +140 New
FMP
934
Financial Management Professionals
Texas
$12K +$1.02K +12 +10%
RWG
935
Regal Wealth Group
California
$12K +$12K +140 New
CCA
936
Column Capital Advisors
Indiana
$11K -$85 -1 -0.8%
WFMPM
937
Woodley Farra Manion Portfolio Management
Indiana
$11K – – –
HGWM
938
Harvest Group Wealth Management
Massachusetts
$11K +$85 +1 +0.8%
TC
939
Truvestments Capital
Florida
$11K +$1.2K +14 +12%
AP
940
Atwood & Palmer
Missouri
$10K – – –
CLOS
941
Compagnie Lombard Odier SCmA
Switzerland
$10K – – –
OSNBOA
942
Old Second National Bank of Aurora
Illinois
$10K – – –
AIM
943
Arcadia Investment Management
Michigan
$9K – – –
CB
944
CNB Bank
Pennsylvania
$9K – – –
FPB
945
First PREMIER Bank
South Dakota
$9K – – –
HWM
946
HighMark Wealth Management
Minnesota
$9K +$85 +1 +0.9%
MLFP
947
MPS Loria Financial Planners
Illinois
$9K +$9.14K +107 New
LWM
948
Lenox Wealth Management
Ohio
$8K – – –
WAS
949
Winch Advisory Services
Wisconsin
$8K +$85 +1 +1%
AL
950
AJO LP
Pennsylvania
$8K +$8.37K +98 New
36 37
38
39 40

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.