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Yum! Brands

874 hedge funds and large institutions have $30B invested in Yum! Brands in 2015 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 229 increasing their positions, 349 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 49

80% more call options, than puts

Call options by funds: $1.45B | Put options by funds: $805M

71% more funds holding in top 10

Funds holding in top 10: 2441 (+17)

15% more capital invested

Capital invested by funds: $26B → $30B (+$3.98B)

6% more funds holding

Funds holding: 824874 (+50)

1.27% more ownership

Funds ownership: 106.18%107.45% (+1.3%)

34% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 349

Holders
874
Holders Change
+50
Holders Change %
+6.07%
% of All Funds
23.55%
Holding in Top 10
41
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+70.83%
% of All Funds
1.1%
New
108
Increased
229
Reduced
349
Closed
49
Calls
$1.45B
Puts
$805M
Net Calls
+$646M
Net Calls Change
+$222M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$11.1M -$101K -1,593 -0.9%
William Blair & Company
202
William Blair & Company
Illinois
$11M -$41.4M -653,318 -79%
RJA
203
Raymond James & Associates
Florida
$11M +$839K +13,241 +8%
IHL
204
Investment House LLC
California
$10.4M -$33.1K -522 -0.3%
NEI
205
Northwest & Ethical Investments
Ontario, Canada
$10M -$3.12M -49,297 -24%
MBI
206
Montrusco Bolton Investments
Quebec, Canada
$10M -$3.52M -55,622 -26%
HIMCH
207
Hartford Investment Management Co (HIMCO)
Connecticut
$9.92M +$374K +5,907 +4%
HCM
208
Howland Capital Management
Massachusetts
$9.77M +$179K +2,830 +2%
Marshall Wace
209
Marshall Wace
United Kingdom
$9.73M +$7.1M +112,077 +294%
Parallax Volatility Advisers
210
Parallax Volatility Advisers
California
$9.71M +$9.11M +143,712 +2,278%
IRF
211
IBM Retirement Fund
New York
$9.52M -$346K -5,455 -4%
Luther King Capital Management (LKCM)
212
Luther King Capital Management (LKCM)
Texas
$9.5M +$49.2K +776 +0.5%
CK
213
Cohen Klingenstein
New York
$9.15M
PI
214
Putnam Investments
Massachusetts
$9.02M -$1.43M -22,632 -14%
BM
215
Bislett Management
California
$9.01M
CB
216
Commerce Bank
Missouri
$8.95M +$32.9K +519 +0.4%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$8.89M -$110K -1,733 -1%
CCMH
218
Cornerstone Capital Management Holdings
New York
$8.88M -$105K -1,664 -1%
Capital Fund Management (CFM)
219
Capital Fund Management (CFM)
France
$8.86M -$25.2M -397,427 -74%
SAM
220
Shell Asset Management
Netherlands
$8.8M -$2.39M -37,731 -22%
EIM
221
ExxonMobil Investment Management
Texas
$8.65M -$720K -11,357 -8%
Korea Investment Corp
222
Korea Investment Corp
South Korea
$8.56M
PIA
223
Piedmont Investment Advisors
North Carolina
$8.46M +$8.27M +130,582 New
FAF
224
Fjarde Ap-fonden
Sweden
$8.3M -$697K -10,998 -8%
AIM
225
abrdn Investment Management
United Kingdom
$8.29M -$320K -5,046 -4%

YUM Hedge Fund Activity: Q2 2015 in Review

874 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Yum! Brands (YUM) for Q2 2015, worth a combined $30B — up 15% from $26B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new YUM positions and 49 closed out — a net gain of 59 holders — while 229 added to existing stakes and 349 trimmed.

The largest buyer was Corvex Management, adding an estimated $1.27B. The largest seller was UBS Group, cutting an estimated $660M.

  • 874 institutional investors held Yum! Brands (YUM) as of Q2 2015, up from 824 in Q1 2015.
  • Funds reported $30B of Yum! Brands stock for Q2 2015, up 15% quarter-over-quarter.
  • 108 funds opened new Yum! Brands positions in Q2 2015 and 49 closed out, a net change of +59 holders.
  • The largest Yum! Brands buyer in Q2 2015 was Corvex Management, an estimated $1.27B added.
  • The largest Yum! Brands seller in Q2 2015 was UBS Group, an estimated $660M sold.

Based on aggregated 13F filings for Q2 2015.