Yum! Brands
YUM
1,030 hedge funds and large institutions have $23.2B invested in Yum! Brands in 2019 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 307 increasing their positions, 376 reducing their positions, and 67 closing their positions.
61% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 67
55% more call options, than puts
Call options by funds: $407M | Put options by funds: $262M
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
11% more capital invested
Capital invested by funds: $20.9B → $23.2B (+$2.27B)
3% more funds holding
Funds holding: 996 → 1,030 (+34)
2.35% more ownership
Funds ownership: 73.64% → 75.99% (+2.4%)
18% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 376
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$146M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$138M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$128M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$79.5M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$74.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$161M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$146M |
| 3 |
D.E. Shaw & Co
New York
|
-$132M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$73.8M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$68.4M |
YUM Hedge Fund Activity: Q1 2019 in Review
1,030 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q1 2019, worth a combined $23.2B — up 11% from $20.9B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new YUM positions and 67 closed out — a net gain of 41 holders — while 307 added to existing stakes and 376 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $146M. The largest seller was Goldman Sachs, cutting an estimated $161M.
- 1,030 institutional investors held Yum! Brands (YUM) as of Q1 2019, up from 996 in Q4 2018.
- Funds reported $23.2B of Yum! Brands stock for Q1 2019, up 11% quarter-over-quarter.
- 108 funds opened new Yum! Brands positions in Q1 2019 and 67 closed out, a net change of +41 holders.
- The largest Yum! Brands buyer in Q1 2019 was Fidelity Investments, an estimated $146M added.
- The largest Yum! Brands seller in Q1 2019 was Goldman Sachs, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2019.