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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
101
TD Asset Management
Ontario, Canada
$48.1M +$527K +8,317 +1%
PG
102
PEAK6 Group
Illinois
$47.3M +$19.9M +314,726 +76%
BJ
103
BlackRock Japan
Japan
$45.7M +$1.73M +27,350 +4%
Retirement Systems of Alabama
104
Retirement Systems of Alabama
Alabama
$45.6M +$1.69M +26,600 +4%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$44.7M -$1.48M -23,405 -3%
ESG
106
Emerging Sovereign Group
New York
$42.4M -$235M -3,713,917 -85%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$40.9M -$857K -13,523 -2%
FAM
108
Fenimore Asset Management
New York
$40.6M -$86.2K -1,360 -0.2%
MCM
109
Melvin Capital Management
New York
$40.5M +$39.7M +625,950 New
EAM
110
EverPoint Asset Management
Connecticut
$40.2M +$21.4M +338,338 +120%
GT
111
Glenmede Trust
Pennsylvania
$39.1M -$10M -158,002 -21%
GC
112
Guggenheim Capital
Illinois
$38.8M -$3.08M -48,628 -8%
IG
113
ING Group
Netherlands
$38M -$90.3M -1,426,047 -71%
CIBC Asset Management
114
CIBC Asset Management
Ontario, Canada
$37.9M -$12M -188,657 -24%
SC
115
Sculptor Capital
New York
$37M +$19.6M +309,013 +118%
IP
116
Interval Partners
New York
$36M +$8.81M +139,100 +33%
DCM
117
Driehaus Capital Management
Illinois
$35.2M +$34.4M +543,234 New
ACI
118
AMP Capital Investors
Australia
$33.6M -$2.96M -46,686 -8%
TA
119
Teachers Advisors
New York
$33.3M +$399K +6,303 +1%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$32.4M -$456K -7,199 -1%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$31.8M +$353K +5,572 +1%
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$30.5M -$4.27M -67,325 -12%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$30.2M +$28.5M +449,822 +2,677%
State of Wisconsin Investment Board
124
State of Wisconsin Investment Board
Wisconsin
$29.9M -$282K -4,451 -1%
LOAMS
125
Lombard Odier Asset Management (Switzerland)
Switzerland
$28.8M -$3.88M -61,204 -12%

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.