Yum! Brands
YUM
870 hedge funds and large institutions have $24.7B invested in Yum! Brands in 2016 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 252 increasing their positions, 371 reducing their positions, and 63 closing their positions.
89% more call options, than puts
Call options by funds: $959M | Put options by funds: $508M
25% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 63
0% more funds holding
Funds holding: 870 → 870 (0)
1% less capital invested
Capital invested by funds: $25B → $24.7B (-$231M)
4.58% less ownership
Funds ownership: 102.89% → 98.31% (-4.6%)
14% less funds holding in top 10
Funds holding in top 10: 28 → 24 (-4)
32% less repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 371
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$159M |
| 2 |
D.E. Shaw & Co
New York
|
+$106M |
| 3 |
Morgan Stanley
New York
|
+$79.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$62.4M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$59.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$329M |
| 2 |
SCP
Soroban Capital Partners
New York
|
-$226M |
| 3 |
TP
Third Point
New York
|
-$178M |
| 4 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$152M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$126M |
YUM Hedge Fund Activity: Q3 2016 in Review
870 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q3 2016, worth a combined $24.7B — down 0.92% from $25B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new YUM positions and 63 closed out — a net gain of 16 holders — while 252 added to existing stakes and 371 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $159M. The largest seller was Lone Pine Capital, cutting an estimated $329M.
- 870 institutional investors held Yum! Brands (YUM) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $24.7B of Yum! Brands stock for Q3 2016, down 0.92% quarter-over-quarter.
- 79 funds opened new Yum! Brands positions in Q3 2016 and 63 closed out, a net change of +16 holders.
- The largest Yum! Brands buyer in Q3 2016 was Citadel Advisors, an estimated $159M added.
- The largest Yum! Brands seller in Q3 2016 was Lone Pine Capital, an estimated $329M sold.
Based on aggregated 13F filings for Q3 2016.