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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
CIM
1001
CenturyLink Investment Management
Colorado
– -$723K -10,543 Closed
TC
1002
Toews Corporation
New Jersey
– -$699K -10,200 Closed
CM
1003
Caption Management
Oklahoma
– -$685K -10,000 Closed
NEAM
1004
New England Asset Management
Connecticut
– -$678K -9,900 Closed
BAC
1005
Boys Arnold & Co
North Carolina
– -$675K -9,854 Closed
AIL
1006
AGF Investments LLC
Ontario, Canada
– -$580K -8,458 Closed
CA
1007
Commerzbank Aktiengesellschaft
Germany
– -$571K -8,325 Closed
Coatue Management
1008
Coatue Management
New York
– -$445K -6,489 Closed
PFPT
1009
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$437K -6,371 Closed
ER
1010
Enlightenment Research
Florida
– -$464K -5,200 Closed
LCM
1011
Landscape Capital Management
New Jersey
– -$329K -4,796 Closed
DIM
1012
DC Investments Management
Virginia
– -$298K -4,347 Closed
JWCA
1013
J.W. Coons Advisors
Ohio
– -$299K -4,323 Closed
MERSOM
1014
Municipal Employees' Retirement System of Michigan
Michigan
– -$294K -4,290 Closed
LOAMS
1015
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$265K -3,866 Closed
CWP
1016
Capital Wealth Planning
Florida
– -$254K -3,709 Closed
WANY
1017
Wealthspire Advisors (New York)
New York
– -$248K -3,622 Closed
GC
1018
GFG Capital
Florida
– -$247K -3,611 Closed
HC
1019
HNP Capital
New York
– -$273K -3,362 Closed
BDF
1020
Black Diamond Financial
Maryland
– -$228K -3,330 Closed
BFO
1021
Boston Family Office
Massachusetts
– -$227K -3,306 Closed
AII
1022
AGF Investments Inc
Ontario, Canada
– -$215K -3,131 Closed
BA
1023
Bristlecone Advisors
Washington
– -$214K -3,123 Closed
LA
1024
Legacy Advisors
Pennsylvania
– -$213K -3,108 Closed
AIP
1025
Ahrens Investment Partners
Louisiana
– -$210K -3,057 Closed
39 40
41
42 43

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.