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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
HFS
951
HBC Financial Services
Washington
$7K – – –
PFSC
952
Peoples Financial Services Corp
Pennsylvania
$7K – – –
CFFP
953
Center for Financial Planning
Michigan
$6K -$148K -1,738 -96%
EW
954
Evoke Wealth
California
$6K -$3.33K -39 -36%
DOA
955
D'Orazio & Associates
Virginia
$6K +$1.54K +18 +35%
FWM
956
FSA Wealth Management
Massachusetts
$5K – – –
JSC
957
Jackson Square Capital
California
$5K – – –
SWM
958
Sugarloaf Wealth Management
Georgia
$5K – – –
EWP
959
Engrave Wealth Partners
Texas
$4K – – –
IFAM
960
Institutional & Family Asset Management
Colorado
$4K – – –
BCM
961
Blume Capital Management
California
$3K – – –
FEG
962
Financial Enhancement Group
Indiana
$3K – – –
IAS
963
IMA Advisory Services
Colorado
$3K – – –
TF
964
TimeScale Financial
Massachusetts
$3K – – –
TC
965
Trust Company
Kansas
$3K – – –
MIM
966
Macroview Investment Management
Maryland
$3K +$2.56K +30 New
BCM
967
Bourgeon Capital Management
Connecticut
$2K – – –
LAS
968
Lloyd Advisory Services
Georgia
$2K – – –
ME
969
McIlrath & Eck
Washington
$2K – – –
AWM
970
Apollon Wealth Management
South Carolina
$2K +$1.62K +19 New
ARMC
971
American Research & Management Company
Massachusetts
$2K +$1.96K +23 New
KFS
972
Kelly Financial Services
Massachusetts
$1.33K – – –
HIM
973
Hillsdale Investment Management
Ontario, Canada
$1K -$1.28K -15 -50%
AAP
974
Arax Advisory Partners
Colorado
$1K – – –
LFG
975
LifePlan Financial Group
Ohio
$1K – – –
37 38
39
40 41

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.