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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
PFO
976
Pathstone Family Office
New Jersey
$1K – – –
CWC
977
Carolinas Wealth Consulting
North Carolina
$1K +$512 +6 New
PW
978
Price Wealth
Texas
$1K +$1.28K +15 New
ED
979
Exane Derivatives
France
$521 – – –
WIM
980
Westside Investment Management
California
$64 – – –
TI
981
tru Independence
Oregon
$9 – – –
Jacobs Levy Equity Management
982
Jacobs Levy Equity Management
New Jersey
– -$24.2M -352,982 Closed
MAM
983
Martingale Asset Management
Massachusetts
– -$23.7M -345,517 Closed
MGIM
984
M&G Investment Management
United Kingdom
– -$15.7M -228,026 Closed
RPI
985
Railway Pension Investments
United Kingdom
– -$8.99M -131,186 Closed
Voloridge Investment Management
986
Voloridge Investment Management
Florida
– -$7.78M -113,510 Closed
FAM
987
Fenimore Asset Management
New York
– -$4.29M -62,600 Closed
KWILP
988
Kiwi Wealth Investments Limited Partnership
New Zealand
– -$3M -43,759 Closed
PIA
989
Piedmont Investment Advisors
North Carolina
– -$2.02M -29,430 Closed
CC
990
Clearline Capital
New York
– -$1.65M -24,058 Closed
JG
991
Jefferies Group
New York
– -$1.59M -23,144 Closed
SIM
992
Spark Investment Management
New York
– -$1.41M -20,600 Closed
CC
993
Cognios Capital
Kansas
– -$1.27M -18,612 Closed
CCM
994
Cinctive Capital Management
New York
– -$1.27M -18,565 Closed
TAF
995
Tredje AP-fonden
Sweden
– -$1.27M -18,536 Closed
SSA
996
Schonfeld Strategic Advisors
New York
– -$1.08M -15,792 Closed
BA
997
Bridgewater Associates
Connecticut
– -$900K -13,127 Closed
MLIC
998
Mandatum Life Insurance Company
Finland
– -$873K -12,745 Closed
Simplex Trading
999
Simplex Trading
Illinois
– -$1.01M -11,781 -37%
TCA
1000
Transcend Capital Advisors
New Jersey
– -$745K -10,822 Closed
38 39
40
41 42

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.