Yum! Brands
854 hedge funds and large institutions have $25.2B invested in Yum! Brands in 2016 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 245 increasing their positions, 366 reducing their positions, and 77 closing their positions.
103% more call options, than puts
Call options by funds: $1.06B | Put options by funds: $525M
8% more funds holding in top 10
Funds holding in top 10: 25 → 27 (+2)
5% more capital invested
Capital invested by funds: $23.9B → $25.2B (+$1.31B)
3.28% more ownership
Funds ownership: 105.75% → 109.04% (+3.3%)
6% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 77
1% less funds holding
Funds holding: 860 → 854 (-6)
33% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 366
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$615M |
| 2 |
TP
Third Point
New York
|
+$396M |
| 3 |
JP Morgan Chase
New York
|
+$344M |
| 4 |
SC
Sculptor Capital
New York
|
+$202M |
| 5 |
SCP
Soroban Capital Partners
New York
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$734M |
| 2 |
EC
Eminence Capital
New York
|
-$196M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$161M |
| 4 |
FAM
Fred Alger Management
New York
|
-$161M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$154M |
YUM Hedge Fund Activity: Q1 2016 in Review
854 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2016, worth a combined $25.2B — up 5.5% from $23.9B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new YUM positions and 77 closed out — a net gain of 5 holders — while 245 added to existing stakes and 366 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $615M. The largest seller was Goldman Sachs, cutting an estimated $734M.
- 854 institutional investors held Yum! Brands (YUM) as of Q1 2016, down from 860 in Q4 2015.
- Funds reported $25.2B of Yum! Brands stock for Q1 2016, up 5.5% quarter-over-quarter.
- 82 funds opened new Yum! Brands positions in Q1 2016 and 77 closed out, a net change of +5 holders.
- The largest Yum! Brands buyer in Q1 2016 was Royal London Asset Management, an estimated $615M added.
- The largest Yum! Brands seller in Q1 2016 was Goldman Sachs, an estimated $734M sold.
Based on aggregated 13F filings for Q1 2016.