Yum! Brands
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$304M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$180M |
| 3 |
Millennium Management
New York
|
+$125M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$93.6M |
| 5 |
JCM
Junto Capital Management
New York
|
+$89.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$547M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$184M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$170M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$97.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$75.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1051
Lazard Asset Management
New York
| – | -$4K | -72 | Closed |
|
|
SMG
1052
Spectrum Management Group
Indianapolis,
Indiana
| – | -$5K | -69 | Closed |
|
|
GSWM
1053
Golden State Wealth Management
Santa Ana,
California
| – | -$4K | -53 | Closed |
|
|
LWA
1054
Lenox Wealth Advisors
New York
| – | -$3K | -44 | Closed |
|
|
WLPWM
1055
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$3K | -42 | Closed |
|
|
WQ
1056
Wealth Quarterback
Toms River,
New Jersey
| – | -$2.75K | -40 | Closed |
|
|
CWAF
1057
Core Wealth Advisors (Florida)
Lakeland,
Florida
| – | -$2K | -25 | Closed |
|
|
MWM
1058
MBE Wealth Management
Tomah,
Wisconsin
| – | -$1K | -24 | Closed |
|
|
AA
1059
Advisory Alpha
Holland,
Michigan
| – | -$856 | -10 | Closed |
|
|
ST
1060
Sageworth Trust
Lancaster,
Pennsylvania
| – | +$85 | +1 | New |
|
|
RG
1061
Retirement Group
San Diego,
California
| – | +$171 | +2 | New |
|
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.