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Yum! Brands

853 hedge funds and large institutions have $18.5B invested in Yum! Brands in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 282 increasing their positions, 288 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 64

0.54% more ownership

Funds ownership: 72.48%73.02% (+0.54%)

0% less capital invested

Capital invested by funds: $18.6B → $18.5B (-$84.5M)

1% less funds holding

Funds holding: 860853 (-7)

2% less repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 288

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

29% less call options, than puts

Call options by funds: $153M | Put options by funds: $215M

Holders
853
Holders Change
-7
Holders Change %
-0.81%
% of All Funds
21.27%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.15%
New
67
Increased
282
Reduced
288
Closed
64
Calls
$153M
Puts
$215M
Net Calls
-$61.5M
Net Calls Change
+$55M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$23.4M -$2.19M -29,174 -8%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$22.8M +$1.16M +15,384 +5%
Citadel Advisors
103
Citadel Advisors
Florida
$22M -$31.7M -421,776 -59%
Canada Life
104
Canada Life
Manitoba, Canada
$21.8M -$606K -8,055 -3%
Allianz Asset Management
105
Allianz Asset Management
Germany
$21.6M +$7.93M +105,421 +56%
GAM
106
Gotham Asset Management
New York
$21.1M -$14.3M -190,611 -40%
KFC
107
Klingenstein Fields & Co
New York
$20.8M -$43.9K -583 -0.2%
Jacobs Levy Equity Management
108
Jacobs Levy Equity Management
New Jersey
$19.6M +$1.36M +18,035 +7%
PAM
109
Panagora Asset Management
Massachusetts
$18.7M -$5.28M -70,191 -22%
FAM
110
Fenimore Asset Management
New York
$18.1M
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.6M +$226 +3 +0%
NFA
112
Nationwide Fund Advisors
Ohio
$17.5M -$331K -4,399 -2%
FCM
113
Freshford Capital Management
New York
$17.4M +$4.52M +60,076 +34%
AG
114
Aperio Group
California
$17.3M +$552K +7,334 +3%
Aviva
115
Aviva
United Kingdom
$16.6M -$204K -2,710 -1%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$16.6M -$4.32M -57,479 -20%
SO
117
STRS Ohio
Ohio
$15.2M +$37.8K +503 +0.2%
Russell Investments Group
118
Russell Investments Group
United Kingdom
$14.9M +$7.38M +98,102 +94%
SEI Investments
119
SEI Investments
Pennsylvania
$14.5M +$4.46M +59,263 +43%
TRSOTSOK
120
Teachers Retirement System of the State of Kentucky
Kentucky
$14.5M -$4.6M -61,100 -24%
RJA
121
Raymond James & Associates
Florida
$14.4M +$405K +5,383 +3%
GT
122
Glenmede Trust
Pennsylvania
$14.3M -$6.34M -84,218 -30%
Squarepoint
123
Squarepoint
New York
$14.1M +$2.95M +39,233 +26%
HIMC
124
Heritage Investors Management Corp
Maryland
$13.8M -$195K -2,589 -1%
QIM
125
Quest Investment Management
Oregon
$13.7M -$43.8K -582 -0.3%

YUM Hedge Fund Activity: Q3 2017 in Review

853 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2017, worth a combined $18.5B — down 0.45% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new YUM positions and 64 closed out — a net gain of 3 holders — while 282 added to existing stakes and 288 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $603M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $194M sold.

  • 853 institutional investors held Yum! Brands (YUM) as of Q3 2017, down from 860 in Q2 2017.
  • Funds reported $18.5B of Yum! Brands stock for Q3 2017, down 0.45% quarter-over-quarter.
  • 67 funds opened new Yum! Brands positions in Q3 2017 and 64 closed out, a net change of +3 holders.
  • The largest Yum! Brands buyer in Q3 2017 was T. Rowe Price Associates, an estimated $603M added.
  • The largest Yum! Brands seller in Q3 2017 was Renaissance Technologies, an estimated $194M sold.

Based on aggregated 13F filings for Q3 2017.