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Yum! Brands

853 hedge funds and large institutions have $18.5B invested in Yum! Brands in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 282 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

0.54% more ownership

Funds ownership: 72.48%73.02% (+0.54%)

0% less capital invested

Capital invested by funds: $18.6B → $18.5B (-$84.5M)

1% less funds holding

Funds holding: 860853 (-7)

2% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 288

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less call options, than puts

Call options by funds: $153M | Put options by funds: $215M

Holders
853
Holders Change
-7
Holders Change %
-0.81%
% of All Funds
21.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
67
Increased
282
Reduced
288
Closed
64
Calls
$153M
Puts
$215M
Net Calls
-$61.5M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$36.2M +$1.61M +21,426 +5%
Canada Pension Plan Investment Board
77
Canada Pension Plan Investment Board
Ontario, Canada
$36.1M +$6.95M +92,346 +23%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$35.4M -$334K -4,435 -0.9%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$34.8M +$9.51M +126,344 +36%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$34.8M -$21.3M -282,570 -37%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$34.6M -$1.18M -15,640 -3%
CGT
82
Capital Guardian Trust
California
$34.1M +$14.5M +193,261 +72%
CC
83
Carlson Capital
Texas
$33.7M -$3.21M -42,622 -9%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$33.2M +$289K +3,835 +0.9%
EVM
85
Eaton Vance Management
Massachusetts
$33M +$26.6K +354 +0.1%
GC
86
Guggenheim Capital
Illinois
$32.7M -$837K -11,128 -2%
First Manhattan
87
First Manhattan
New York
$31.7M -$519K -6,903 -2%
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30.5M -$2.09M -27,806 -6%
Lord, Abbett & Co
89
Lord, Abbett & Co
New Jersey
$30M -$24.2M -321,960 -44%
CBT
90
Capital Bank & Trust
California
$29.8M -$389K -5,165 -1%
SAM
91
Scopus Asset Management
New York
$28.3M -$33.1M -440,010 -53%
ACI
92
AMP Capital Investors
Australia
$28.1M -$2.02M -26,911 -7%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$27.7M -$372K -4,944 -1%
Fifth Third Bancorp
94
Fifth Third Bancorp
Ohio
$27.3M -$1.56M -20,702 -5%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$27.1M +$27.7M +367,984 New
DekaBank Deutsche Girozentrale
96
DekaBank Deutsche Girozentrale
Germany
$26.2M +$1.97M +26,202 +8%
National Pension Service
97
National Pension Service
South Korea
$26.2M +$1.08M +14,297 +4%
Barclays
98
Barclays
United Kingdom
$25.7M +$5.22M +69,331 +25%
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
$24.7M -$1.57M -20,914 -6%
NIPH
100
NN Investment Partners Holdings
Netherlands
$23.5M +$14.7M +194,739 +157%

YUM Hedge Fund Activity: Q3 2017 in Review

853 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2017, worth a combined $18.5B — down 0.45% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new YUM positions and 64 closed out — a net gain of 3 holders — while 282 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $603M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $194M sold.

  • 853 institutional investors held Yum! Brands (YUM) as of Q3 2017, down from 860 in Q2 2017.
  • Funds reported $18.5B of Yum! Brands stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 67 funds opened new Yum! Brands positions in Q3 2017 and 64 closed out, a net change of +3 holders.
  • The largest Yum! Brands buyer in Q3 2017 was T. Rowe Price Associates, an estimated $603M added.
  • The largest Yum! Brands seller in Q3 2017 was Renaissance Technologies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2017.