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Yum! Brands

795 hedge funds and large institutions have $25.6B invested in Yum! Brands in 2014 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 303 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 51

2% more funds holding

Funds holding: 779795 (+16)

2% less capital invested

Capital invested by funds: $26.2B → $25.6B (-$560M)

2% less call options, than puts

Call options by funds: $370M | Put options by funds: $379M

1.2% less ownership

Funds ownership: 108.24%107.04% (-1.2%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

11% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 303

Holders
795
Holders Change
+16
Holders Change %
+2.05%
% of All Funds
22.96%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.58%
New
78
Increased
271
Reduced
303
Closed
51
Calls
$370M
Puts
$379M
Net Calls
-$9.23M
Net Calls Change
+$383M
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$21.4M -$415K -7,870 -2%
KFC
127
Klingenstein Fields & Co
New York
$21.3M -$1.81M -34,399 -8%
Aviva
128
Aviva
United Kingdom
$21.3M +$726K +13,785 +4%
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$20.4M -$2.65M -50,332 -12%
GC
130
Guggenheim Capital
Illinois
$20.2M -$2.34M -44,344 -11%
SG Americas Securities
131
SG Americas Securities
New York
$20.1M +$5.6M +106,337 +40%
Canada Life
132
Canada Life
Manitoba, Canada
$19.4M +$478K +9,076 +3%
LBG
133
Lloyds Banking Group
United Kingdom
$19.3M +$78.3K +1,486 +0.4%
Federated Hermes
134
Federated Hermes
Pennsylvania
$18.9M +$27.2K +516 +0.1%
ALA
135
Atherton Lane Advisers
California
$18.3M -$1.25M -23,704 -7%
CA
136
Commerzbank Aktiengesellschaft
Germany
$18.2M -$3.86M -73,291 -18%
Luther King Capital Management (LKCM)
137
Luther King Capital Management (LKCM)
Texas
$18.2M +$422K +8,009 +2%
Natixis Advisors
138
Natixis Advisors
Massachusetts
$17.6M +$16.6M +315,846 +3,331%
US Bancorp
139
US Bancorp
Minnesota
$17.3M -$1.64M -31,076 -9%
TG
140
TCW Group
California
$16.6M -$11K -209 -0.1%
CANY
141
Caxton Associates (New York)
New York
$16.6M +$16.1M +306,020 New
ACI
142
AMP Capital Investors
Australia
$15.4M +$2.27M +43,014 +17%
Fidelity International
143
Fidelity International
Bermuda
$15.4M -$4.59M -87,066 -23%
FAM
144
Fred Alger Management
New York
$15.3M +$169K +3,216 +1%
JMPWA
145
JP Morgan Private Wealth Advisors
California
$15.2M +$3.25M +61,614 +28%
BVDMP
146
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$15.1M +$103K +1,948 +0.7%
PP
147
PDT Partners
New York
$14.9M +$14.5M +275,131 New
TPSF
148
Texas Permanent School Fund
Texas
$14.7M -$867K -16,460 -6%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$14.4M +$6.05M +114,900 +77%
MBI
150
Montrusco Bolton Investments
Quebec, Canada
$14.4M -$1.94M -36,834 -12%

YUM Hedge Fund Activity: Q1 2014 in Review

795 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2014, worth a combined $25.6B — down 2.1% from $26.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new YUM positions and 51 closed out — a net gain of 27 holders — while 271 added to existing stakes and 303 trimmed.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $180M. The largest seller was Carmignac Gestion, cutting an estimated $382M.

  • 795 institutional investors held Yum! Brands (YUM) as of Q1 2014, up from 779 in Q4 2013.
  • Funds reported $25.6B of Yum! Brands stock for Q1 2014, down 2.1% quarter-over-quarter.
  • 78 funds opened new Yum! Brands positions in Q1 2014 and 51 closed out, a net change of +27 holders.
  • The largest Yum! Brands buyer in Q1 2014 was Loomis, Sayles & Company, an estimated $180M added.
  • The largest Yum! Brands seller in Q1 2014 was Carmignac Gestion, an estimated $382M sold.

Based on aggregated 13F filings for Q1 2014.